SEC 13F Intelligence

Dalal Street, LLC / VAL

Dalal Street, LLC’s Valaris Ltd Position

Does Dalal Street, LLC own Valaris Ltd (VAL)? Not currently — the last reported position was 459.1K shares worth $23M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$23M
Q4 2025
Shares
459.1K
% of Portfolio
+5.76%
Quarters Held
4
position exited

Position History VAL

Reported value by quarter
Q1 ’25: $56MQ1 ’25Q2 ’25: $79MQ2 ’25Q3 ’25: $52MQ3 ’25Q4 ’25: $23MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025459.1K$23M+5.76%
Q3 20251.07M$52M+15.44%
Q2 20251.88M$79M+29.21%
Q1 20251.43M$56M+23.87%

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 VAL.