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Disclosery

Dalal Street, LLC: NE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dalal Street, LLC on NE, newest first. How the timeline and the estimate are built.

Dalal Street, LLC held 0 NE shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -239,000 shares

    13F-HR 0001549575-26-000002 filed by Dalal Street, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 239,000 shares
    Change vs previous 13F -1,489,744 shares

    2.01% of the 13F portfolio, value $6,758,920.

    13F-HR 0001549575-25-000012 filed by Dalal Street, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,728,744 shares
    Change vs previous 13F 0 shares

    16.9% of the 13F portfolio, value $45,898,153.

    13F-HR 0001549575-25-000006 filed by Dalal Street, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 1,728,744 shares
    Change vs previous 13F not available

    17.45% of the 13F portfolio, value $40,971,233.

    13F-HR 0001549575-25-000004 filed by Dalal Street, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).