13F HOLDINGS REPORT
Dalal Street, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001549575-26-000002
Total Value
$402.0M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WARRIOR MET COAL INC | HCC | 1,799,831 | $158.7M | 39.47% |
| 2 | TRANSOCEAN LTD | RIG | 27,040,133 | $111.7M | 27.78% |
| 3 | ALPHA METALLURGICAL RESOUR I | 020764106 | 543,000 | $108.5M | 27.00% |
| 4 | VALARIS LTD | VAL-WT | 459,098 | $23.1M | 5.76% |