Dalal Street, LLC
WEST LAKE HILLS, TX · CIK 0001549575
Portfolio Value: $261.28M
Positions: 3
Period: 2019-09-30
Filed: 2019-11-13
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Portfolio Value
$261.28M
Positions
3
New
0
Increased
2
Decreased
1
Sold Out
17
Dalal Street, LLC Q3 2019 13F Filing Summary
Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $261.28M across 3 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). Top holdings include FIAT CHRYSLER AUTOMOBILES N ($113.41M), MU ($76.87M), EAF ($71.00M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 increases, 1 reductions, 17 complete exits. Notable exits: RACE, AER, GOOG.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FIAT CHRYSLER AUTOMOBILES N SHS | $113.41M | 43.40% | -31.9% |
| 2 | MUMICRON TECHNOLOGY INC COM | $76.87M | 29.42% | +0.5% |
| 3 | EAFGRAFTECH INTL LTD COM | $71.00M | 27.17% | +34.5% |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
MUMICRON TECHNOLOGY INC | $76.87M | 1,793,935 | +0.5% |
EAFGRAFTECH INTL LTD | $71.00M | 5,547,101 | +34.5% |