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Dalal Street Portfolio holdings

AUM $423M
1-Year Est. Return 115.19%
This Fund
S&P 500
This Quarter Est. Return
-10.9%
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
$253M
AUM Growth
+$6.54M
Cap. Flow
+$37.4M
Cap. Flow %
14.77%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
2
Reduced
1
Closed
2

Top Buys

Rank Stock Value
1
HCC icon
Warrior Met Coal
HCC
+$64.3M
2
AMR icon
Alpha Metallurgical Resources
AMR
+$1.69M

Top Sells

Rank Stock Value
1
CNR
Core Natural Resources Inc
CNR
+$20.2M
2
ARCH
Arch Resources, Inc.
ARCH
+$4.28M
3
DAC icon
Danaos Corp
DAC
+$4.04M

Sector Composition

Rank Sector Weight
1 Materials 74.96%
2 Energy 25.04%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMR icon
1
Alpha Metallurgical Resources
AMR
$1.82B
$97.5M 38.47%
487,251
+7,553
+2% +$1.69M
HCC icon
2
Warrior Met Coal
HCC
$4.25B
$92.5M 36.48%
1,704,670
+1,006,263
+144% +$64.3M
CNR
3
Core Natural Resources Inc
CNR
$4.09B
$63.5M 25.04%
594,950
-175,692
-23% -$20.2M
DAC icon
4
Danaos Corp
DAC
$2.59B
– –
-46,590
Closed -$4.04M
ARCH
5
DELISTED
Arch Resources, Inc.
ARCH
– –
-31,002
Closed -$4.28M

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AFWM
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DF
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MPPLM
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Dalal Street's Q4 2024 Portfolio in Review

As of Q4 2024, Dalal Street held 5 positions worth $253M, up 2.7% from $247M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Dalal Street deployed $37.4M of net new capital in Q4 2024, adding to 2 existing holdings.

By sector, the portfolio is most concentrated in Materials at 75% of assets, up from 64% a quarter earlier, followed by Energy and Industrials.

On the sell side, the largest reduction was Core Natural Resources Inc, an estimated $20.2M trimmed.

  • Dalal Street added most to Warrior Met Coal in Q4 2024, an estimated $64.3M increase.
  • Dalal Street's biggest Q4 2024 reduction was Core Natural Resources Inc, cutting an estimated $20.2M.
  • Dalal Street fully exited Arch Resources, Inc. in Q4 2024, selling an estimated $4.28M.
  • Dalal Street's ten largest holdings make up 100% of its $253M portfolio in Q4 2024.
  • Dalal Street opened 0 new positions and closed 2 in Q4 2024.
  • Dalal Street's portfolio value rose 2.7% quarter-over-quarter to $253M.

Based on Dalal Street's 13F filing for Q4 2024, filed 13 Feb 2025.