SEC 13F Intelligence

Dalal Street, LLC / HCC

Dalal Street, LLC’s Warrior Met Coal Inc Position

Does Dalal Street, LLC own Warrior Met Coal Inc (HCC)? Yes — 1.81M shares worth $169M (+39.89% of its 13F portfolio) as of Q1 2026, up from 1.80M shares the prior filed quarter.

Position Value
$169M
Q1 2026
Shares
1.81M
% of Portfolio
+39.89%
Quarters Held
10
currently held

Position History HCC

Reported value by quarter
Q4 ’23: $38MQ4 ’23Q1 ’24: $29MQ2 ’24: $30MQ2 ’24Q3 ’24: $45MQ4 ’24: $92MQ4 ’24Q1 ’25: $86MQ2 ’25: $82MQ2 ’25Q3 ’25: $115MQ4 ’25: $159MQ4 ’25Q1 ’26: $169Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.81M$169M+39.89%
Q4 20251.80M$159M+39.47%
Q3 20251.80M$115M+34.00%
Q2 20251.80M$82M+30.37%
Q1 20251.80M$86M+36.57%
Q4 20241.70M$92M+36.48%
Q3 2024698.4K$45M+18.08%
Q2 2024471.5K$30M+12.71%
Q1 2024470.8K$29M+13.25%
Q4 2023629.7K$38M+15.47%

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 HCC.