Dalal Street, LLC 13F Holdings · Q2 2026
Dalal Street, LLC reported 4 securities worth $326.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: HCC (43.32%), RIG (30.53%), AMR (26.11%). Among its top 25 positions this quarter: 1 new, 1 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HCC | WARRIOR MET COAL INC | $141.5M | 43.32% | 1.7M | Trimmed |
| 2 | RIG | TRANSOCEAN LTD | $99.7M | 30.53% | 20.4M | Added |
| 3 | AMR | ALPHA METALLURGICAL RESOUR I | $85.3M | 26.11% | 517,194 | Trimmed |
| 4 | KSPI | KASPI KZ JSC | $147,461 | 0.05% | 1,702 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR