Q3 2024 · 13F-HR
Dalal Street, LLCholdings as filed
Filed 2024-11-13 · accession 0001549575-24-000013
$246.9M
Reported value
5
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 020764106 | AMR | ALPHA METALLURGICAL RESOUR I | $113.3M | 45.9% | 479,698 | Common | SOLE |
| 20854L108 | CEIXEUR | CONSOL ENERGY INC NEW | $80.6M | 32.7% | 770,642 | Common | SOLE |
| 93627C101 | HCC | WARRIOR MET COAL INC | $44.6M | 18.1% | 698,407 | Common | SOLE |
| 03940R107 | ARCH1USD | ARCH RESOURCES INC | $4.3M | 1.73% | 31,002 | Common | SOLE |
| Y1968P121 | DAC | DANAOS CORPORATION | $4.0M | 1.64% | 46,590 | 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.