Q4 2023 · 13F-HR
Dalal Street, LLCholdings as filed
Filed 2024-02-14 · accession 0001549575-24-000005
$248.1M
Reported value
4
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 020764106 | AMR | ALPHA METALLURGICAL RESOUR I | $133.6M | 53.9% | 394,313 | Common | SOLE |
| 03940R107 | ARCH1USD | ARCH RESOURCES INC | $39.0M | 15.7% | 234,994 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $38.4M | 15.5% | 629,712 | Common | SOLE |
| 20854L108 | CEIXEUR | CONSOL ENERGY INC NEW | $37.1M | 15.0% | 369,007 | 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.