Dalal Street holds 28.5M shares of Transocean Ltd (RIG) worth about $149M as of September 30, 2026, according to the 13F-HR filed with the SEC on November 13, 2026. The position is 41.21% of the reported portfolio, the 2nd largest of 4 stock positions. Dalal Street added 40% to the share count in 2026 Q3.
What did the 2026 Q3 filing report for RIG?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 41.21% |
| Shares | 28.5M |
| Reported value | $149M |
| Rank in portfolio | 2nd of 4 |
| Largest holding | HCC at 45.42% |
| Top three holdings | 94.56% of the book |
| Change this quarter | +40% shares |
How concentrated is Dalal Street in RIG?
The largest holding is HCC at 45.42%. The three largest stocks together are 94.56% of the reported book. A quarter earlier RIG was 30.53% 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 41.21%. The RIG addition was the 2nd largest of the quarter's 4 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Dalal Street reported 4 stock positions, with no position opened or closed. The total portfolio value is about $362M, up 11% from the prior quarter.
How long has Dalal Street held RIG?
Dalal Street first reported RIG in the quarter ended September 30, 2025. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Dalal Street RIG trade history page.
FAQ
What share of the Dalal Street portfolio is RIG?
RIG is 41.21% of the Dalal Street portfolio as of 2026 Q3, the 2nd largest of 4 stock positions.
What is the RIG stake of Dalal Street worth?
Dalal Street holds 28.5M shares of RIG, worth about $149M at September 30, 2026 prices, 41.21% of the reported portfolio.
What are the largest holdings of Dalal Street?
The largest stock positions of Dalal Street as of 2026 Q3 are HCC (45.42%), RIG (41.21%) and AMR (7.93%), together 94.56% of the book.
Did Dalal Street change its RIG position in 2026 Q3?
Dalal Street added 40% to the share count in 2026 Q3.