Institutional Fund
Dalal Street, LLC
West Lake Hills, TXCIK 15495755 filings on record
Portfolio Value
$422.89M
Q1 2026
Holdings
3
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+5.2%
from $402.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Warrior Met Coal Inc39.9%
- Transocean Ltd32.0%
- Alpha Metallurgical Resour I28.1%
Portfolio Holdings
3 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Warrior Met Coal Inc | 1.81M | $168.68M | 39.9% | +11.0K | Added |
| 2 | Transocean Ltd | 20.39M | $135.20M | 32.0% | −6.65M | Reduced |
| 3 | Alpha Metallurgical Resour I | 579.7K | $119.00M | 28.1% | +36.7K | Added |