# Dalal Street, LLC: Form 13F holdings

An institutional investment manager in WEST LAKE HILLS, TX. SEC CIK 1549575.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $326.7m
- Positions: 4 (4 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1549575/000154957526000015/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [WARRIOR MET COAL INC (HCC)](/companies/hcc.md) | COM | $141.5m | 43.3% | 1,744,050 |  | Reduced −66,781 |
| TRANSOCEAN LTD | REGISTERED SHS | $99.7m | 30.5% | 20,398,659 |  | Added +5,987 |
| [ALPHA METALLURGICAL RESOUR I (AMR)](/companies/amr.md) | COM | $85.3m | 26.1% | 517,194 |  | Reduced −62,544 |
| [KASPI KZ JSC (KSPI)](/companies/kspi.md) | SPONSORED ADS | $147.5k | <0.1% | 1,702 |  | New +1,702 |

Source: SEC EDGAR, Form 13F-HR, accession 0001549575-26-000015. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.