Dalal Street, LLC Holdings - 2Q26

As of June 30, 2026, Dalal Street, LLC reported 4 positions comprising 4 stocks worth $326.7M. The top 5 holdings represented 100.0% of the portfolio. During the quarter, the fund entered 1 new position and exited 0. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.