Dalal Street, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Dalal Street, LLC disclosed 5 US equity positions worth $246.9m in its Q3 2024 13F filing. The largest position was AMR at 45.9% of the reported book, followed by CEIXEUR and HCC.
What did Dalal Street, LLC own in Q3 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMR ALPHA METALLURGICAL RESOUR I | Basic Materials | 45.9% | $113.3m | 479,698 | – | |
| 2 | CEIXEUR CONSOL ENERGY INC NEW | 32.7% | $80.6m | 770,642 | – | ||
| 3 | HCC WARRIOR MET COAL INC | Basic Materials | 18.1% | $44.6m | 698,407 | – | |
| 4 | ARCH1USD ARCH RESOURCES INC | 1.7% | $4.3m | 31,002 | – | ||
| 5 | DAC DANAOS CORPORATION | Industrials | 1.6% | $4.0m | 46,590 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.