Dalal Street, LLC
WEST LAKE HILLS, TX · CIK 0001549575
Portfolio Value: $73.40M
Positions: 2
Period: 2023-06-30
Filed: 2023-08-11
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Portfolio Value
$73.40M
Positions
2
New
2
Increased
0
Decreased
0
Sold Out
24
Dalal Street, LLC Q2 2023 13F Filing Summary
Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $73.40M across 2 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). Top holdings include ATGL ($59.61M), CONSOL ENERGY INC NEW ($13.80M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 new positions, 24 complete exits. Notable new buys: ATGL ($59.61M), CONSOL ENERGY INC NEW ($13.80M). Notable exits: MU, BN, THCH.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | ATGLALPHA METALLURGICAL RESOUR I COM | $59.61M | 81.20% | New |
| 2 | CONSOL ENERGY INC NEW COM | $13.80M | 18.80% | New |
Position Changes
| Stock | Value | Shares |
|---|---|---|
ATGLALPHA METALLURGICAL RESOUR I | $59.61M | 362,649 |
CONSOL ENERGY INC NEW | $13.80M | 203,474 |