Dalal Street, LLC
WEST LAKE HILLS, TX · CIK 0001549575
Portfolio Value: $404.50M
Positions: 6
Period: 2017-06-30
Filed: 2017-08-11
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Portfolio Value
$404.50M
Positions
6
New
0
Increased
3
Decreased
0
Sold Out
12
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). Top holdings include FIAT CHRYSLER AUTOMOBILES N ($139.35M), GM ($105.72M), GOOG ($60.18M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 3 increases, 12 complete exits. Notable exits: THCH, BRK-B, WL ROSS HLDG CORP.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FIAT CHRYSLER AUTOMOBILES N SHS | $139.35M | 34.45% | +1.4% |
| 2 | GMGENERAL MTRS CO W Exp 7/10/201 | $105.72M | 26.13% | +0.4% |
| 3 | GOOGALPHABET INC CAP STK CL C | $60.18M | 14.88% | - |
| 4 | AERAERCAP HOLDINGS NV SHS | $46.43M | 11.48% | +22.1% |
| 5 | RACEFERRARI N V COM | $34.13M | 8.44% | - |
| 6 | THCHSOUTHWEST AIRLS CO COM | $18.70M | 4.62% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
FIAT CHRYSLER AUTOMOBILES N | $139.35M | 13,109,310 | +1.4% |
GMGENERAL MTRS CO | $105.72M | 6,079,051 | +0.4% |
AERAERCAP HOLDINGS NV | $46.43M | 999,935 | +22.1% |