Dalal Street, LLC

Q3 2025 13F Holdings

  • Location
    west lake hills, TX
  • Num holdings

    5

  • Value ($000)

    $336,857

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001549575
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
HCC
HCC

WARRIOR MET COAL INC

COM
93627C101
$114.54 M
34 %

1,799,831

AMR
AMR

ALPHA METALLURGICAL RESOUR I

COM
020764106
$87.30 M
26 %

532,000

---

TRANSOCEAN LTD

REGISTERED SHS
H8817H100
$76.26 M
23 %

24,442,332

---

VALARIS LTD

CL A
G9460G101
$52.00 M
15 %

1,066,255

---

NOBLE CORP PLC

ORD SHS A
G65431127
$6.76 M
2 %

239,000

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