Home/Smart Money/Dalal Street, LLC
§ 13F · FUND PROFILE

Dalal Street, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $272M (13F)Positions · 5Turnover · · Q1Filed · May 14, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1HCCWARRIOR MET COAL INC1.81M$169M39.9%+1%
2RIGTRANSOCEAN LTD20.39M$135M32.0%−25%
3AMRALPHA METALLURGICAL RESOUR I580K$119M28.1%+7%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE DALAL SIGNAL

AC read

Dalal Street, LLC is a Other fund managing $272 million in assets. The fund runs a focused portfolio of just 5 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed