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DS

Dalal Street Portfolio holdings

AUM $423M
1-Year Est. Return 115.19%
This Fund
S&P 500
This Quarter Est. Return
+22.37%
1 Year Est. Return
+115.19%
3 Year Est. Return
+154.66%
5 Year Est. Return
+55.33%
10 Year Est. Return
+406.81%
AUM
$423M
AUM Growth
+$20.8M
Cap. Flow
-$52.1M
Cap. Flow %
-12.33%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
2
Reduced
1
Closed
1

Top Buys

1
AMR icon
Alpha Metallurgical Resources
AMR
+$7.45M
2
HCC icon
Warrior Met Coal
HCC
+$991K

Top Sells

1
RIG icon
Transocean
RIG
+$37.4M
2
VAL icon
Valaris
VAL
+$23.1M

Sector Composition

1 Materials 68.03%
2 Energy 31.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCC icon
1
Warrior Met Coal
HCC
$4.34B
$169M 39.89%
1,810,831
+11,000
+0.6% +$991K
RIG icon
2
Transocean
RIG
$5.94B
$135M 31.97%
20,392,672
-6,647,461
-25% -$37.4M
AMR icon
3
Alpha Metallurgical Resources
AMR
$1.89B
$119M 28.14%
579,738
+36,738
+7% +$7.45M
VAL icon
4
Valaris
VAL
$5.51B
– –
-459,098
Closed -$23.1M

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