Q1 2024 · 13F-HR
Dalal Street, LLCholdings as filed
Filed 2024-05-14 · accession 0001549575-24-000007
$215.7M
Reported value
4
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 020764106 | AMR | ALPHA METALLURGICAL RESOUR I | $133.9M | 62.1% | 404,357 | Common | SOLE |
| 20854L108 | CEIXEUR | CONSOL ENERGY INC NEW | $30.7M | 14.2% | 366,007 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $28.6M | 13.2% | 470,763 | Common | SOLE |
| 03940R107 | ARCH1USD | ARCH RESOURCES INC | $22.6M | 10.5% | 140,308 | 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.