13F HOLDINGS REPORT
Dalal Street, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001549575-25-000004
Total Value
$234.8M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARRIOR MET COAL INC | HCC | 1,799,580 | $85.9M | 36.57% |
| 2 | VALARIS LTD | VAL-WT | 1,427,564 | $56.0M | 23.87% |
| 3 | ALPHA METALLURGICAL RESOUR I | 020764106 | 414,616 | $51.9M | 22.11% |
| 4 | NOBLE CORP PLC | NE-WT | 1,728,744 | $41.0M | 17.45% |