Dalal Street, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$402.0B

Holdings

4

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (4 positions)

#StockSharesValue% PortfolioType
1
HCCWARRIOR MET COAL INC
1,799,831$158.7B39.47%
2
RIGTRANSOCEAN LTD
27,040,133$111.7B27.78%
3
AMRALPHA METALLURGICAL RESOUR I
543,000$108.5B27.00%
4
VALVALARIS LTD
459,098$23.1B5.76%