Dalal Street, LLC Q4 2016 13F Holdings & Portfolio | SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $347.09M

Positions: 7

Period: 2016-12-31

Filed: 2017-02-13

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

Portfolio Value

$347.09M

Positions

New

Increased

Decreased

Sold Out

Dalal Street, LLC Q4 2016 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $347.09M across 7 positions in their Q4 2016 SEC 13F filing (period ending 2016-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FIAT CHRYSLER AUTOMOBILES N$109.18M·GM$95.73M·GOOG$53.40M·AER$27.95M·RACE$23.22M

1 increased4 reduced1 exits

Holdings Heatmap

N3173831.5% · $109.18M-13.1%GM27.6% · $95.73M-6.8%GOOG15.4% · $53.40M AER8.1%+7.6%RACE6.7%-41.0%SRG6.5%

LUV4.3% · $15.00M-41.2%

Top 7 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

Largest Reductions4

FIAT CHRYSLER AUTOMOBILES N

Exits1

BERKSHIRE HATHAWAY INC DEL

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FIAT CHRYSLER AUTOMOBILES N	$109.18M	11,971,930	31.46%	-13.1%
2	GMGENERAL MTRS CO	$95.73M	5,578,837	27.58%	-6.8%
3	GOOGALPHABET INC	$53.40M	69,188	15.39%	-
4	AERAERCAP HOLDINGS NV	$27.95M	671,685	8.05%	+7.6%
5	RACEFERRARI N V	$23.22M	398,138	6.69%	-41.0%
6	SRGSERITAGE GROWTH PPTYS	$22.60M	529,113	6.51%	-
7	LUVSOUTHWEST AIRLS CO	$15.00M	300,975	4.32%	-41.2%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
AERAERCAP HOLDINGS NV	$27.95M	671,685	+47.5K	+7.6%

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