whalepapers
Investors/ Dalal Street, LLC/ Q1 2025

Dalal Street, LLC

Mohnish Pabrai · As of Q1 2025 · filed May 14, 2025

HCC WARRIOR MET COAL INC
36.6%
Added +5.6% 1,799,580 $85.9M
VAL VALARIS LTD
23.9%
New 1,427,564 $56.0M
AMR ALPHA METALLURGICAL RESOURCE
22.1%
Reduced −14.9% 414,616 $51.9M
NE NOBLE CORP PLC
17.4%
New 1,728,744 $41.0M

Sold positions

1 closed in Q1 2025 · shares & value as of prior filing
Holding Shares sold Prior value
CEIXEUR CONSOL ENERGY INC
594,950 $63.5M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.