Investor
Dalal Street, LLC
CIK 0001549575 · filed 2026-05-14 · SEC filing
13F book
$422.9M
Positions
3
0 new · 1 sold
Largest name
39.9%
Warrior Met Coal, Inc. · HCC
Est. mark
$62.9M
Price effect on 3 names still held. Flow −$42M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Warrior Met Coal, Inc. | HCC | 1.81M | $168.7M | 39.9% | $8.96M | Added$9.99M |
| Transocean Ltd. | RIG | 20.4M | $135.2M | 32.0% | $51M | Cut$23.5M |
| Alpha Metallurgical Resour I | — | 579.7K | $119M | 28.1% | $2.93M | Added$10.5M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.