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Dalal Street, LLC - Portfolio Stock Holdings

Dalal Street, LLC disclosed 4 stock positions in a recent SEC 13F filing. $326,749,980 of stock holdings were filed, with the largest holdings including HCC, RIG, and AMR. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.

We estimate the fund has a total AUM of $936,286,116 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

4

Est. Stock Holding Value:

$326,749,980

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Dalal Street, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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