Dalal Street, LLC Q2 2019 13F Holdings & Portfolio | SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $294.14M

Positions: 3

Period: 2019-06-30

Filed: 2019-08-13

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

Portfolio Value

$294.14M

Positions

New

Increased

Decreased

Sold Out

Dalal Street, LLC Q2 2019 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $294.14M across 3 positions in their Q2 2019 SEC 13F filing (period ending 2019-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FIAT CHRYSLER AUTOMOBILES N$177.81M·MU$68.91M·EAFEUR$47.42M

+1 new1 increased1 reduced

Holdings Heatmap

N3173860.5% · $177.81M-1.8%MU23.4% · $68.91M+5.1%EAFEUR16.1% · $47.42MNew

Top 3 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds1

MICRON TECHNOLOGY INC

$68.91M

+5.1%

Largest Reductions1

N31738

FIAT CHRYSLER AUTOMOBILES N

$177.81M

-1.8%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FIAT CHRYSLER AUTOMOBILES N	$177.81M	12,866,047	60.45%	-1.8%
2	MUMICRON TECHNOLOGY INC	$68.91M	1,785,745	23.43%	+5.1%
3	EAFEURGRAFTECH INTL LTD	$47.42M	4,123,538	16.12%	New

Position Changes

Stock	Value	Shares
EAFEURGRAFTECH INTL LTD	$47.42M	4,123,538

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