Filed: 5/14/2026ACC: 0001549575-26-000009
📋 What this filing means
DALAL STREET, LLC filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $422.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$422.89M
Total AUM (reported)
22.78M
Total Shares
Allocation by class
COM$287.68M68.0%
REGISTERED SHS$135.20M32.0%
Portfolio Concentration
Top 3$422.89M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 22.78M
Sole
Full voting authority
22.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
WARRIOR MET COAL INC
SOLEShares1.81M
TypeSH
Market value$168.68M
39.89%
Sole
1.81M
Shared
0.00
None
0.00
TRANSOCEAN LTD
SOLEShares20.39M
TypeSH
Market value$135.20M
31.97%
Sole
20.39M
Shared
0.00
None
0.00
ALPHA METALLURGICAL RESOUR I
SOLEShares579.74K
TypeSH
Market value$119.00M
28.14%
Sole
579.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WARRIOR MET COAL INCSOLE | COM | 1.81M | SH | $168.68M 39.89% | 1.81M | 0.00 | 0.00 |
TRANSOCEAN LTDSOLE | REGISTERED SHS | 20.39M | SH | $135.20M 31.97% | 20.39M | 0.00 | 0.00 |
ALPHA METALLURGICAL RESOUR ISOLE | COM | 579.74K | SH | $119.00M 28.14% | 579.74K | 0.00 | 0.00 |