Dalal Street, LLC — Q1 2025 13F-HR

← Dalal Street, LLC

Q1 2025 · 13F-HR

Dalal Street, LLCholdings as filed

Filed 2025-05-14 · accession 0001549575-25-000004

$234.8M

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
93627C101	HCC	WARRIOR MET COAL INC	$85.9M	36.6%	1,799,580	Common	SOLE
G9460G101	VAL	VALARIS LTD	$56.0M	23.9%	1,427,564	Common	SOLE
020764106	AMR	ALPHA METALLURGICAL RESOUR I	$51.9M	22.1%	414,616	Common	SOLE
G65431127	NE	NOBLE CORP PLC	$41.0M	17.4%	1,728,744	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.