Q2 2024 · 13F-HR
Dalal Street, LLCholdings as filed
Filed 2024-08-13 · accession 0001549575-24-000009
$232.8M
Reported value
4
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 020764106 | AMR | ALPHA METALLURGICAL RESOUR I | $125.9M | 54.1% | 448,960 | Common | SOLE |
| 03940R107 | ARCH1USD | ARCH RESOURCES INC | $59.7M | 25.7% | 392,388 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $29.6M | 12.7% | 471,519 | Common | SOLE |
| 20854L108 | CEIXEUR | CONSOL ENERGY INC NEW | $17.6M | 7.54% | 172,038 | 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.