Dalal Street, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$336.9B

Holdings

5

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (5 positions)

#StockSharesValue% PortfolioType
1
HCCWARRIOR MET COAL INC
1,799,831$114.5B34.00%
2
AMRALPHA METALLURGICAL RESOUR I
532,000$87.3B25.91%
3
RIGTRANSOCEAN LTD
24,442,332$76.3B22.64%
4
VALVALARIS LTD
1,066,255$52.0B15.44%
5
NENOBLE CORP PLC
239,000$6.8B2.01%