Dalal Street as of Dec. 31, 2025
Portfolio Holdings for Dalal Street
Dalal Street holds 4 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Warrior Met Coal (HCC) | 39.5 | $159M | 1.8M | 88.17 | |
| Transocean Registered Shs (RIG) | 27.8 | $112M | 27M | 4.13 | |
| Alpha Metallurgical Resources (AMR) | 27.0 | $109M | 543k | 199.88 | |
| Valaris Cl A (VAL) | 5.8 | $23M | 459k | 50.40 |
