Dalal Street, LLC

Added to Warrior Met Coal, sold out of Valaris. Portfolio up 5% to $422.9M.

$422.9M portfolio3 holdingstop 10 = 100%filed 2026-05-14

1HCCWarrior Met Coal Inc39.89%
$168.7M - 1.8M shares+11K
2Transocean LTD31.97%
$135.2M - 20.4M shares-6.6M
3AMRAlpha Metallurgical Resour28.14%
$119.0M - 580K shares+37K

#	Stock
1	HCCWarrior Met Coal Inc	39.89%	$168.7M	1.8M	+11K
2	Transocean LTD	31.97%	$135.2M	20.4M	-6.6M
3	AMRAlpha Metallurgical Resour	28.14%	$119.0M	580K	+37K

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.