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Dalal Street, LLC

Q4 2025 13F Holdings

  • Location
    west lake hills, TX
  • Num holdings

    4

  • Value ($000)

    $402,040

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HCC

WARRIOR MET COAL INC

COM
93627C101
$158.69M
40 %

1,799,831

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TRANSOCEAN LTD

REGISTERED SHS
H8817H100
$111.68M
28 %

27,040,133

A
AMR

ALPHA METALLURGICAL RESOUR I

COM
020764106
$108.53M
27 %

543,000

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VALARIS LTD

CL A
G9460G101
$23.14M
6 %

459,098

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