Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Dalal Street, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Dalal Street, LLC (CIK 1549575) reported $326.7M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HCC ($141.5M, 43.32%), RIG ($99.7M, 30.53%), AMR ($85.3M, 26.11%), KSPI ($147,461, 0.05%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HCCWARRIOR MET COAL INC$141.5M43.32%1.7MTrimmed
2RIGTRANSOCEAN LTD$99.7M30.53%20.4MAdded
3AMRALPHA METALLURGICAL RESOUR I$85.3M26.11%517,194Trimmed
4KSPIKASPI KZ JSC$147,4610.05%1,702New

Source: SEC Form 13F filings · as of 2026-06-30