Filed: 8/13/2026ACC: 0001549575-26-000015
📋 What this filing means
DALAL STREET, LLC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $326.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$326.75M
Total AUM (reported)
22.66M
Total Shares
Allocation by class
COM$226.85M69.4%
REGISTERED SHS$99.75M30.5%
SPONSORED ADS$147.5K0.0%
Portfolio Concentration
Top 3$326.60M100.0%
4–10$147.5K0.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 22.66M
Sole
Full voting authority
22.66M
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
WARRIOR MET COAL INC
SOLEShares1.74M
TypeSH
Market value$141.55M
43.32%
Sole
1.74M
Shared
0.00
None
0.00
TRANSOCEAN LTD
SOLEShares20.40M
TypeSH
Market value$99.75M
30.53%
Sole
20.40M
Shared
0.00
None
0.00
ALPHA METALLURGICAL RESOUR I
SOLEShares517.19K
TypeSH
Market value$85.31M
26.11%
Sole
517.19K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares1.70K
TypeSH
Market value$147.5K
0.05%
Sole
1.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WARRIOR MET COAL INCSOLE | COM | 1.74M | SH | $141.55M 43.32% | 1.74M | 0.00 | 0.00 |
TRANSOCEAN LTDSOLE | REGISTERED SHS | 20.40M | SH | $99.75M 30.53% | 20.40M | 0.00 | 0.00 |
ALPHA METALLURGICAL RESOUR ISOLE | COM | 517.19K | SH | $85.31M 26.11% | 517.19K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 1.70K | SH | $147.5K 0.05% | 1.70K | 0.00 | 0.00 |