Dalal Street, LLC
institutional portfolio · 5 positions · $397.6M · from company filings
Sector allocation · by reported value
Holdings
| Ticker | Company | Shares | Value | % of portfolio |
|---|---|---|---|---|
| HCC | WARRIOR MET COAL, INC. | 1,744,050 | $141.5M | 35.6% |
| AMR | Alpha Metallurgical Resources, Inc. | 517,194 | $85.3M | 21.5% |
| AMR | Alpha Metallurgical Resources, Inc. | 517,194 | $85.3M | 21.5% |
| AMR | Alpha Metallurgical Resources, Inc. | 517,194 | $85.3M | 21.5% |
| KSPI | Joint Stock Co Kaspi.kz | 1,702 | $147,461 | — |
Holdings are long equity positions as last reported; not investment advice.