Institutional filer · CIK 0001549575

Dalal Street, LLC reported holdings.

Reported positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.

Reported book

Filing lines parsed

Holdings published

Current reported holdings

Top 4 positions by filed value

As of 2026-06-30; filed 2026-08-13. Reported changes appear only when both exact quarter filing receipts are present.

Form 13F does not disclose ordinary short sales. PUT and CALL labels identify reported option positions; they do not prove the filer's net directional exposure or provide a live buy-or-short signal.
1
WARRIOR MET COAL INC

CUSIP 93627C101

Reported long

Filed value

Weight / quantity

Reported change

-66,781 sharesFiled value -$27.1M · -16.1%Prior receipt ↗
2
TRANSOCEAN LTD

CUSIP H8817H100

Reported long

Filed value

Weight / quantity

Reported change

+5,987 sharesFiled value -$35.5M · -26.2%Prior receipt ↗
4
KASPI KZ JSC

CUSIP 48581R205

Reported long

Filed value

Weight / quantity

Reported change

+1,702 sharesFiled value +$147,461Prior receipt ↗

Form 13F generally covers reportable US securities and some option positions. It can omit cash, private assets, many derivatives, ordinary short sales, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.

Weekly Veridion brief

Rating changes, public disclosure activity, methodology notes, and product updates. One email per week. No advertising list resale.