Dalal Street, LLC
WEST LAKE HILLS, TX · CIK 0001549575
Portfolio Value: $345.11M
Positions: 8
Period: 2016-03-31
Filed: 2016-05-13
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Portfolio Value
$345.11M
Positions
8
New
2
Increased
1
Decreased
3
Sold Out
8
Dalal Street, LLC Q1 2016 13F Filing Summary
Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $345.11M across 8 positions in their Q1 2016 SEC 13F filing (period ending 2016-03-31). Top holdings include FIAT CHRYSLER AUTOMOBILES N ($111.11M), GM ($81.78M), RACE ($53.12M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 new positions, 1 increases, 3 reductions, 8 complete exits. Notable new buys: RACE ($53.12M), THCH ($26.52M). Notable exits: HORSEHEAD HLDG CORP, GOOGLE INC, PKX.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FIAT CHRYSLER AUTOMOBILES N SHS | $111.11M | 32.20% | -0.0% |
| 2 | GMGENERAL MTRS CO *W Exp 7/10/201 | $81.78M | 23.70% | - |
| 3 | RACEFERRARI N V COM | $53.12M | 15.39% | New |
| 4 | GOOGALPHABET INC CAP STK CL C | $51.54M | 14.93% | - |
| 5 | THCHSERITAGE GROWTH PPTYS CL A | $26.52M | 7.68% | New |
| 6 | WL ROSS HLDG CORP UNIT 06/11/2019 | $10.39M | 3.01% | +10.6% |
| 7 | BRK-BBERKSHIRE HATHAWAY INC DEL CL B | $10.29M | 2.98% | -16.7% |
| 8 | WL ROSS HLDG CORP COM SHS | $360.00K | 0.10% | -85.5% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
RACEFERRARI N V | $53.12M | 1,277,192 |
THCHSERITAGE GROWTH PPTYS | $26.52M | 530,653 |