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Dalal Street, LLC

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

Dalal Street, LLC reported $326,749,980 across 4 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001549575-26-000015

Period
2026-06-30
Reported value
$327M
Holdings
4
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KSPInew+1,702$147K
RIGadded+5,987$29.3K

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
AMRreduced-62,544-$10.3M
HCCreduced-66,781-$5.42M

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, Q2 2026

Share positions as resolved from 13F-HR 0001549575-26-000015, largest first. % of portfolio is the value over $326,749,980, 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; 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; 2026Q2: 1,744,050 shares 1,744,050$142M43.32%-66,781Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,398,659 shares 20,398,659$99.7M30.53%+5,987Timeline
AMRALPHA METALLURGICAL RESOUR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 517,194 shares 517,194$85.3M26.11%-62,544Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,702 shares 1,702$147K0.05%newTimeline

How Q2 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 0001549575-26-000015 base2026-08-13acceptance time not in the bulk data set