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
H
HCC

WARRIOR MET COAL INC

COM
93627C101
$114.54M
34 %

1,799,831

A
AMR

ALPHA METALLURGICAL RESOUR I

COM
020764106
$87.30M
26 %

532,000

---

TRANSOCEAN LTD

REGISTERED SHS
H8817H100
$76.26M
23 %

24,442,332

---

VALARIS LTD

CL A
G9460G101
$52.00M
15 %

1,066,255

---

NOBLE CORP PLC

ORD SHS A
G65431127
$6.76M
2 %

239,000

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