Dalal Street, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Dalal Street, LLC disclosed 3 US equity positions worth $253.4m in its Q4 2024 13F filing. The largest position was AMR at 38.5% of the reported book, followed by HCC and CEIXEUR. Against the Q3 2024 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 3 holdings.
What did Dalal Street, LLC own in Q4 2024? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AMR ALPHA METALLURGICAL RESOUR I | Basic Materials | 38.5% | $97.5m | 487,251 | 2% | added |
| 2 | HCC WARRIOR MET COAL INC | Basic Materials | 36.5% | $92.5m | 1,704,670 | 144% | added |
| 3 | CEIXEUR CONSOL ENERGY INC NEW | 25.0% | $63.5m | 594,950 | -23% | reduced |
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.