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Dalal Street, LLC

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13F filer, CIK 1549575, WEST LAKE HILLS, TX

Dalal Street, LLC reported $422,885,142 across 3 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001549575-26-000009

Period
2026-03-31
Reported value
$423M
Holdings
3
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMRadded+36,738$7.54M
HCCadded+11,000$1.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RIGreduced-6,647,461-$44.1M
VALexited-459,098-$23.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001549575-26-000009, largest first. % of portfolio is the value over $422,885,142, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,407 shares; 2024Q4: 1,704,670 shares; 2025Q1: 1,799,580 shares; 2025Q2: 1,799,745 shares; 2025Q3: 1,799,831 shares; 2025Q4: 1,799,831 shares; 2026Q1: 1,810,831 shares 1,810,831$169M39.89%+11,000Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,442,332 shares; 2025Q4: 27,040,133 shares; 2026Q1: 20,392,672 shares 20,392,672$135M31.97%-6,647,461Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,698 shares; 2024Q4: 487,251 shares; 2025Q1: 414,616 shares; 2025Q2: 460,327 shares; 2025Q3: 532,000 shares; 2025Q4: 543,000 shares; 2026Q1: 579,738 shares 579,738$119M28.14%+36,738Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VALVALARIS LTD459,098$23.1Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001549575-26-000009 base2026-05-14acceptance time not in the bulk data set