13F HOLDINGS REPORT
Dalal Street, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001549575-25-000012
Total Value
$336.9M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARRIOR MET COAL INC | HCC | 1,799,831 | $114.5M | 34.00% |
| 2 | ALPHA METALLURGICAL RESOUR I | 020764106 | 532,000 | $87.3M | 25.91% |
| 3 | TRANSOCEAN LTD | RIG | 24,442,332 | $76.3M | 22.64% |
| 4 | VALARIS LTD | VAL-WT | 1,066,255 | $52.0M | 15.44% |
| 5 | NOBLE CORP PLC | NE-WT | 239,000 | $6.8M | 2.01% |