Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dalal Street, LLC (CIK 1549575) reported $422.9M across 3 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HCC ($168.7M, 39.89%), RIG ($135.2M, 31.97%), AMR ($119.0M, 28.14%), VAL ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HCC | WARRIOR MET COAL INC | $168.7M | 39.89% | 1.8M | Added |
| 2 | RIG | TRANSOCEAN LTD | $135.2M | 31.97% | 20.4M | Trimmed |
| 3 | AMR | ALPHA METALLURGICAL RESOUR I | $119.0M | 28.14% | 579,738 | Added |
| 4 | VAL | VALARIS LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31