Dalal Street, LLC
WEST LAKE HILLS, TX · CIK 0001549575
Portfolio Value: $464.07M
Positions: 8
Period: 2014-03-31
Filed: 2014-05-13
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Portfolio Value
$464.07M
Positions
8
New
2
Increased
1
Decreased
3
Sold Out
0
Dalal Street, LLC Q1 2014 13F Filing Summary
Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $464.07M across 8 positions in their Q1 2014 SEC 13F filing (period ending 2014-03-31). Top holdings include HORSEHEAD HLDG CORP ($106.53M), GM ($103.33M), BAC ($83.85M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 new positions, 1 increases, 3 reductions. Notable new buys: BRK-B ($878.00K), GM ($802.00K).
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | HORSEHEAD HLDG CORP COM | $106.53M | 22.95% | - |
| 2 | GMGENERAL MTRS CO * W EXP 7/10/201 | $103.33M | 22.27% | +0.1% |
| 3 | BACBANK OF AMERICA CORPORATION COM | $83.85M | 18.07% | -34.1% |
| 4 | SAPCHESAPEAKE ENERGY CORP COM | $83.59M | 18.01% | -0.2% |
| 5 | CCITIGROUP INC COM NEW | $67.59M | 14.56% | -9.0% |
| 6 | GSGOLDMAN SACHS GROUP INC COM | $17.51M | 3.77% | - |
| 7 | BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW | $878.00K | 0.19% | New |
| 8 | GMGENERAL MTRS CO COM | $802.00K | 0.17% | New |
Position Changes
| Stock | Value | Shares |
|---|---|---|
BRK-BBERKSHIRE HATHAWAY INC DEL | $878.00K | 7,025 |
GMGENERAL MTRS CO | $802.00K | 23,305 |