SEC 13F Intelligence

Dalal Street, LLC / AMR

Dalal Street, LLC’s Alpha Metallurgical Resour I Position

Does Dalal Street, LLC own Alpha Metallurgical Resour I (AMR)? Yes579.7K shares worth $119M (+28.14% of its 13F portfolio) as of Q1 2026, up from 543.0K shares the prior filed quarter.

Position Value
$119M
Q1 2026
Shares
579.7K
% of Portfolio
+28.14%
Quarters Held
12
currently held

Position History AMR

Reported value by quarter
Q2 ’23: $60MQ2 ’23Q3 ’23: $115MQ4 ’23: $134MQ4 ’23Q1 ’24: $134MQ2 ’24: $126MQ2 ’24Q3 ’24: $113MQ4 ’24: $98MQ4 ’24Q1 ’25: $52MQ2 ’25: $52MQ2 ’25Q3 ’25: $87MQ4 ’25: $109MQ4 ’25Q1 ’26: $119Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026579.7K$119M+28.14%
Q4 2025543.0K$109M+27.00%
Q3 2025532.0K$87M+25.91%
Q2 2025460.3K$52M+19.06%
Q1 2025414.6K$52M+22.11%
Q4 2024487.3K$98M+38.47%
Q3 2024479.7K$113M+45.89%
Q2 2024449.0K$126M+54.09%
Q1 2024404.4K$134M+62.08%
Q4 2023394.3K$134M+53.86%
Q3 2023441.5K$115M+67.60%
Q2 2023362.6K$60M+81.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dalal Street, LLC’s full portfolio or all institutional holders of AMR.