Dalal Street, LLC
WEST LAKE HILLS, TX · CIK 0001549575
Portfolio Value: $294.14M
Positions: 3
Period: 2019-06-30
Filed: 2019-08-13
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Portfolio Value
$294.14M
Positions
3
New
1
Increased
1
Decreased
1
Sold Out
17
Dalal Street, LLC Q2 2019 13F Filing Summary
Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $294.14M across 3 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). Top holdings include FIAT CHRYSLER AUTOMOBILES N ($177.81M), MU ($68.91M), EAF ($47.42M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 1 new positions, 1 increases, 1 reductions, 17 complete exits. Notable new buy: EAF ($47.42M). Notable exits: RACE, AER, GOOG.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FIAT CHRYSLER AUTOMOBILES N SHS | $177.81M | 60.45% | -1.8% |
| 2 | MUMICRON TECHNOLOGY INC COM | $68.91M | 23.43% | +5.1% |
| 3 | EAFGRAFTECH INTL LTD COM | $47.42M | 16.12% | New |
Position Changes
| Stock | Value | Shares |
|---|---|---|
EAFGRAFTECH INTL LTD | $47.42M | 4,123,538 |