Stocktoria

Dalal Street, LLC

institutional portfolio · 6 positions · $299.0M · from company filings

6positions
$299.0Mreported value
2.5avg Piotroski F (4 scored)
HCCtop holding · 55%

Sector allocation · by reported value

Mining & Extraction 38.4%

Holdings

TickerCompanySharesValue% of portfolio
HCCWARRIOR MET COAL, INC.1,867,295$164.5M55%
AMRAlpha Metallurgical Resources, Inc.170,744$28.7M9.6%
AMRAlpha Metallurgical Resources, Inc.170,744$28.7M9.6%
AMRAlpha Metallurgical Resources, Inc.170,744$28.7M9.6%
AMRAlpha Metallurgical Resources, Inc.170,744$28.7M9.6%
KSPIJoint Stock Co Kaspi.kz209,211$19.7M6.6%

Holdings are long equity positions as last reported; not investment advice.