SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $301.79M
Positions: 2
Period: 2018-06-30
Filed: 2018-08-13

Portfolio Value

$301.79M

Positions

2

New

0

Increased

0

Decreased

0

Sold Out

16

Dalal Street, LLC Q2 2018 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $301.79M across 2 positions in their Q2 2018 SEC 13F filing (period ending 2018-06-30). Top holdings include FIAT CHRYSLER AUTOMOBILES N ($247.63M), RACE ($54.15M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 16 complete exits. Notable exits: AER, GOOG, THCH.

All Holdings

#StockValueWeightChange
1
FIAT CHRYSLER AUTOMOBILES N
SHS
$247.63M
82.06%
-
2
RACEFERRARI N V
COM
$54.15M
17.94%
-

Position Changes

StockValueShares% Chg
AERAERCAP HOLDINGS NV
---100.0%
GOOGALPHABET INC
---100.0%
THCHSOUTHWEST AIRLS CO
---100.0%
GMGENERAL MTRS CO
---100.0%
THCHSERITAGE GROWTH PPTYS
---100.0%
BRK-BBERKSHIRE HATHAWAY INC DEL
---100.0%
WL ROSS HLDG CORP
---100.0%
WL ROSS HLDG CORP
---100.0%
HORSEHEAD HLDG CORP
---100.0%
GOOGLE INC
---100.0%
PKXPOSCO
---100.0%
CCITIGROUP INC
---100.0%
BACBANK AMER CORP
---100.0%
GMGENERAL MTRS CO
---100.0%
SAPCHESAPEAKE ENERGY CORP
---100.0%
GSGOLDMAN SACHS GROUP INC
---100.0%