本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
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.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30