One name, Transocean Ltd (RIG), is 30.53% of what Dalal Street reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026. The stake is 20.4M shares worth about $99.7M, the 2nd largest of 4 stock positions. Dalal Street added 0% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for RIG?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 30.53% |
| Shares | 20.4M |
| Reported value | $99.7M |
| Rank in portfolio | 2nd of 4 |
| Largest holding | HCC at 43.32% |
| Top three holdings | 99.95% of the book |
| Change this quarter | +0% shares |
How concentrated is Dalal Street in RIG?
The largest holding is HCC at 43.32%. The three largest stocks together are 99.95% of the reported book. A quarter earlier RIG was 31.97% of the book.
Where does RIG sit in the Dalal Street portfolio?
RIG ranks 2nd of 4 stock positions in the Dalal Street portfolio at 30.53%. The RIG addition was the 4th largest of the quarter's 4 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Dalal Street reported 4 stock positions, with 1 opened and none closed. The total portfolio value is about $326.7M, down 23% from the prior quarter.
How long has Dalal Street held RIG?
Dalal Street first reported RIG in the quarter ended September 30, 2025. The weight peaked at 31.97% in 2026 Q1. Last quarter the fund cut the position by 25%. Every reported trade is on the Dalal Street RIG trade history page.
FAQ
What share of the Dalal Street portfolio is RIG?
RIG is 30.53% of the Dalal Street portfolio as of 2026 Q2, the 2nd largest of 4 stock positions.
What is the RIG stake of Dalal Street worth?
Dalal Street holds 20.4M shares of RIG, worth about $99.7M at June 30, 2026 prices, 30.53% of the reported portfolio.
What are the largest holdings of Dalal Street?
The largest stock positions of Dalal Street as of 2026 Q2 are HCC (43.32%), RIG (30.53%) and AMR (26.11%), together 99.95% of the book.
Did Dalal Street change its RIG position in 2026 Q2?
Dalal Street added 0% to the share count in 2026 Q2.