Dalal Street, LLC Q2 2017 13F Holdings & Portfolio | SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $404.50M

Positions: 6

Period: 2017-06-30

Filed: 2017-08-11

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

Portfolio Value

$404.50M

Positions

New

Increased

Decreased

Sold Out

Dalal Street, LLC Q2 2017 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $404.50M across 6 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FIAT CHRYSLER AUTOMOBILES N$139.35M·GM$105.72M·GOOG$60.18M·AER$46.43M·RACE$34.13M

3 increased1 exits

Holdings Heatmap

N3173834.5% · $139.35M+1.4%GM26.1% · $105.72M+0.4%GOOG14.9% · $60.18M AER11.5%+22.1%RACE8.4%

LUV4.6% · $18.70M

Top 6 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds3

FIAT CHRYSLER AUTOMOBILES N

Exits1

SERITAGE GROWTH PPTYS

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FIAT CHRYSLER AUTOMOBILES N	$139.35M	13,109,310	34.45%	+1.4%
2	GMGENERAL MTRS CO	$105.72M	6,079,051	26.13%	+0.4%
3	GOOGALPHABET INC	$60.18M	66,228	14.88%	-
4	AERAERCAP HOLDINGS NV	$46.43M	999,935	11.48%	+22.1%
5	RACEFERRARI N V	$34.13M	398,138	8.44%	-
6	LUVSOUTHWEST AIRLS CO	$18.70M	300,975	4.62%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
FIAT CHRYSLER AUTOMOBILES N	$139.35M	13,109,310	+187.2K	+1.4%
GMGENERAL MTRS CO	$105.72M	6,079,051	+25.2K	+0.4%
AERAERCAP HOLDINGS NV	$46.43M	999,935	+180.8K	+22.1%

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