Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $142.29M

Positions: 2

Period: 2022-03-31

Filed: 2022-05-13

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

Dalal Street, LLC Q1 2022 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $142.29M across 2 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$142.06M·SRG$233.00K

Holdings Heatmap

MU99.8% · $142.06M

SRG0.2% · $233.00K-99.5%

Top 2 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Reductions1

SRG

SERITAGE GROWTH PPTYS

$233.00K

-99.5%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$142.06M	1,823,812	99.84%	-
2	SRGSERITAGE GROWTH PPTYS	$233.00K	18,451	0.16%	-99.5%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
SRGSERITAGE GROWTH PPTYS	$233.00K	18,451	-3.50M	-99.5%

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