13F HOLDINGS REPORT
Dalal Street, LLC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001549575-24-000007
Total Value
$215.7M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHA METALLURGICAL RESOUR I | 020764106 | 404,357 | $133.9M | 62.08% |
| 2 | CONSOL ENERGY INC NEW | 20854L108 | 366,007 | $30.7M | 14.21% |
| 3 | WARRIOR MET COAL INC | HCC | 470,763 | $28.6M | 13.25% |
| 4 | ARCH RESOURCES INC | 03940R107 | 140,308 | $22.6M | 10.46% |