Dalal Street, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Dalal Street, LLC disclosed 3 US equity positions worth $422.9m in its Q1 2026 13F filing. The largest position was HCC at 39.9% of the reported book, followed by RIG and AMR.
What did Dalal Street, LLC own in Q1 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HCC WARRIOR MET COAL INC | Basic Materials | 39.9% | $168.7m | 1,810,831 | – | |
| 2 | RIG TRANSOCEAN LTD | Energy | 32.0% | $135.2m | 20,392,672 | – | |
| 3 | AMR ALPHA METALLURGICAL RESOUR I | Basic Materials | 28.1% | $119.0m | 579,738 | – |
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.