Dalal Street, LLC

CIK

1549575

City

WEST LAKE HILLS

State / Country

Stock

RIG — Transocean Ltd.

Top Portfolio Positions

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

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

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3 of 3 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$135,203,415	20,392,672	-24.6%	Shares	Sole	2026-05-14
2025-12-31	$111,675,749	27,040,133	+10.6%	Shares	Sole	2026-02-13
2025-09-30	$76,260,075	24,442,332	—	Shares	Sole	2025-11-13
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