Dalal Street, LLC

CIK

1549575

City

WEST LAKE HILLS

State / Country

TX

Stock

VAL — Valaris Ltd

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 VAL

Compact Export CSV

Shares Held

Position Value (USD)

4 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$23,138,539	459,098	-56.9%	Shares	Sole	2026-02-13
2025-09-30	$52,001,256	1,066,255	-43.4%	Shares	Sole	2025-11-13
2025-06-30	$79,325,849	1,883,777	+32.0%	Shares	Sole	2025-08-13
2025-03-31	$56,046,162	1,427,564	—	Shares	Sole	2025-05-14
No 13F history on record for this holder in this stock.