← Back to Discover

Dalal Street, LLC

Period ended Jun 30, 2026 · Latest filing Aug 13, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $326,749,980

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. WARRIOR MET COAL INC · COM · 93627C101 · shares: $141,547,098
  2. TRANSOCEAN LTD · REGISTERED SHS · H8817H100 · shares: $99,749,443
  3. ALPHA METALLURGICAL RESOUR I · COM · 020764106 · shares: $85,305,978
  4. KASPI KZ JSC · SPONSORED ADS · 48581R205 · shares: $147,461

Reported holdings

4 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
WARRIOR MET COAL INCCOM93627C101 — 1,744,050 shares $141,547,098
TRANSOCEAN LTDREGISTERED SHSH8817H100 — 20,398,659 shares $99,749,443
ALPHA METALLURGICAL RESOUR ICOM020764106 — 517,194 shares $85,305,978
KASPI KZ JSCSPONSORED ADS48581R205 — 1,702 shares $147,461