DS

Dalal Street Portfolio holdings

AUM $272M
1-Year Est. Return 31.59%
This Quarter Est. Return
1 Year Est. Return
-31.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$12.1M
3
+$5.14M
4
HCC icon
Warrior Met Coal
HCC
+$7.56K

Top Sells

No sells this quarter

Sector Composition

1 Materials 49.43%
2 Energy 46.11%
3 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCC icon
1
Warrior Met Coal
HCC
$3.57B
$82.5M 30.37%
1,799,745
+165
VAL icon
2
Valaris
VAL
$3.9B
$79.3M 29.21%
1,883,777
+456,213
AMR icon
3
Alpha Metallurgical Resources
AMR
$2.26B
$51.8M 19.06%
460,327
+45,711
NE icon
4
Noble Corp
NE
$4.66B
$45.9M 16.9%
1,728,744
AN icon
5
AutoNation
AN
$7.29B
$12.1M 4.46%
+61,000