Dalal Street, LLC Holdings - 4Q25

As of December 31, 2025, Dalal Street, LLC reported 4 positions comprising 4 stocks worth $402.0M. The top 5 holdings represented 100.0% of the portfolio. During the quarter, the fund entered 0 new positions and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.