13F HOLDINGS REPORT
Dalal Street, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001549575-25-000006
Total Value
$271.6M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARRIOR MET COAL INC | HCC | 1,799,745 | $82.5M | 30.37% |
| 2 | VALARIS LTD | VAL-WT | 1,883,777 | $79.3M | 29.21% |
| 3 | ALPHA METALLURGICAL RESOUR I | 020764106 | 460,327 | $51.8M | 19.06% |
| 4 | NOBLE CORP PLC | NE-WT | 1,728,744 | $45.9M | 16.90% |
| 5 | AUTONATION INC | AN | 61,000 | $12.1M | 4.46% |