Dalal Street, LLC Diversified Active

Location: WEST LAKE HILLS, TX

CIK: 0001549575 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $422,885 (100.0% shares, 0.0% debt)

Holdings (3)

Increased Positions (1)

AMR ALPHA METALLURGICAL RESOUR I 28.1%
Value ($000) $119,003 (+9.6%) Shares 579,738 (+6.8%) Est. Cost $174.99 Unrealized +20.3%

Exited Positions (1)

VAL VALARIS LTD 5.5%
Value ($000) $23,139 Shares 459,098 Est. Cost $41.59 Unrealized +62.7%

Decreased Positions (1)

RIG TRANSOCEAN LTD 32.0%
Value ($000) $135,203 (+21.1%) Shares 20,392,672 (-24.6%) Est. Cost $3.10 Unrealized +66.6%

Unchanged Positions (1)

HCC WARRIOR MET COAL INC 39.9%
Value ($000) $168,679 Shares 1,810,831 Est. Cost $60.08 Unrealized +53.1%