Dalal Street as of Sept. 30, 2025
Portfolio Holdings for Dalal Street
Dalal Street holds 5 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Warrior Met Coal (HCC) | 34.0 | $115M | 1.8M | 63.64 | |
| Alpha Metallurgical Resources (AMR) | 25.9 | $87M | 532k | 164.09 | |
| Transocean Registered Shs (RIG) | 22.6 | $76M | 24M | 3.12 | |
| Valaris Cl A (VAL) | 15.4 | $52M | 1.1M | 48.77 | |
| Noble Corp Ord Shs A (NE) | 2.0 | $6.8M | 239k | 28.28 |
