SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $264.84M
Positions: 2
Period: 2019-03-31
Filed: 2019-05-14

Portfolio Value

$264.84M

Positions

2

New

0

Increased

2

Decreased

0

Sold Out

17

Dalal Street, LLC Q1 2019 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $264.84M across 2 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). Top holdings include FIAT CHRYSLER AUTOMOBILES N ($194.61M), MU ($70.23M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 increases, 17 complete exits. Notable exits: RACE, AER, GOOG.

All Holdings

#StockValueWeightChange
1
FIAT CHRYSLER AUTOMOBILES N
SHS
$194.61M
73.48%
+0.1%
2
MUMICRON TECHNOLOGY INC
COM
$70.23M
26.52%
+210.7%

Position Changes

StockValueShares% Chg
FIAT CHRYSLER AUTOMOBILES N
$194.61M13,105,047+0.1%
MUMICRON TECHNOLOGY INC
$70.23M1,699,265+210.7%