Dalal Street, LLC

**Dalal Street, LLC** manages $402M across a concentrated portfolio of four key positions. The fund exhibits significant conviction in its top holdings, with HCC representing the largest allocation at $158.7M. Further substantial exposure is maintained in BCLYF ($111.7M) and AMR ($108.5M). This structure indicates a highly focused, high-conviction investment strategy within its current mandate.

📌 Top Holdings