Dalal Street, LLC — Q4 2024 13F-HR

← Dalal Street, LLC

Q4 2024 · 13F-HR

Dalal Street, LLCholdings as filed

Filed 2025-02-13 · accession 0001549575-25-000002

$253.4M

Reported value

Positions

2024-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
020764106	AMR	ALPHA METALLURGICAL RESOUR I	$97.5M	38.5%	487,251	Common	SOLE
93627C101	HCC	WARRIOR MET COAL INC	$92.5M	36.5%	1,704,670	Common	SOLE
20854L108	CEIXEUR	CONSOL ENERGY INC NEW	$63.5M	25.0%	594,950	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.