Dalal Street, LLC — Q3 2023 13F-HR

← Dalal Street, LLC

Q3 2023 · 13F-HR

Dalal Street, LLCholdings as filed

Filed 2023-11-13 · accession 0001549575-23-000017

$169.6M

Reported value

Positions

2023-09-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
020764106	AMR	ALPHA METALLURGICAL RESOUR I	$114.7M	67.6%	441,510	Common	SOLE
20854L108	CEIXEUR	CONSOL ENERGY INC NEW	$41.6M	24.5%	396,570	Common	SOLE
03940R107	ARCH1USD	ARCH RESOURCES INC	$13.4M	7.87%	78,238	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.