Dalal Street as of June 30, 2025
Portfolio Holdings for Dalal Street
Dalal Street holds 5 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Warrior Met Coal (HCC) | 30.4 | $83M | 1.8M | 45.83 | |
| Valaris Cl A (VAL) | 29.2 | $79M | 1.9M | 42.11 | |
| Alpha Metallurgical Resources (AMR) | 19.1 | $52M | 460k | 112.48 | |
| Noble Corp Ord Shs A (NE) | 16.9 | $46M | 1.7M | 26.55 | |
| AutoNation (AN) | 4.5 | $12M | 61k | 198.65 |