Dalal Street, LLC

CIK

1549575

City

WEST LAKE HILLS

State / Country

TX

Stock

AMR — Alpha Metallurgical Resources, Inc.

Top Portfolio Positions

3 positions · $422,885,141 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
HCC	Warrior Met Coal, Inc. Basic Materials	1,810,831	$168,678,907	39.89%
RIG	Transocean Ltd. Energy	20,392,672	$135,203,415	31.97%
AMR	Alpha Metallurgical Resources, Inc. Basic Materials	579,738	$119,002,819	28.14%

Portfolio Trend

25 quarters · across all stocks

Holdings in AMR

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$119,002,819	579,738	+6.8%	Shares	Sole	2026-05-14
2025-12-31	$108,534,840	543,000	+2.1%	Shares	Sole	2026-02-13
2025-09-30	$87,295,880	532,000	+15.6%	Shares	Sole	2025-11-13
2025-06-30	$51,777,580	460,327	+11.0%	Shares	Sole	2025-08-13
2025-03-31	$51,930,654	414,616	-14.9%	Shares	Sole	2025-05-14
2024-12-31	$97,508,670	487,251	+1.6%	Shares	Sole	2025-02-13
2024-09-30	$113,295,073	479,698	+6.8%	Shares	Sole	2024-11-13
2024-06-30	$125,946,748	448,960	+11.0%	Shares	Sole	2024-08-13
2024-03-31	$133,910,907	404,357	+2.5%	Shares	Sole	2024-05-14
2023-12-31	$133,640,561	394,313	-10.7%	Shares	Sole	2024-02-14
2023-09-30	$114,673,392	441,510	+21.7%	Shares	Sole	2023-11-13
2023-06-30	$59,604,989	362,649	—	Shares	Sole	2023-08-11
No 13F history on record for this holder in this stock.