Vault-13

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 1549575 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2012 · limited liability company

As an employer

$326.7m reported value -22.7% vs Q1 2026
4positions
100.0%in top 10
1 new 1 added 2 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 WARRIOR MET COAL INC COM HCC HCC 1,744,050 $141.5m43.32% 43.32% ReducedShares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 1.7m -66.8k -66,781 -3.7%
2 TRANSOCEAN LTD REGISTERED SHS RIG RIG 20,398,659 $99.7m30.53% 30.53% AddedShares held: Q3 2025 24.4m, Q4 2025 27.0m, Q1 2026 20.4m, Q2 2026 20.4m +6.0k +5,987 0.0%
3 ALPHA METALLURGICAL RESOUR I COM AMR AMR 517,194 $85.3m26.11% 26.11% ReducedShares held: Q3 2025 532.0k, Q4 2025 543.0k, Q1 2026 579.7k, Q2 2026 517.2k -62.5k -62,544 -10.8%
4 KASPI KZ JSC SPONSORED ADS KSPI KSPI 1,702 $147.5k0.05% 0.05% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.7k