Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $271.23M

Positions: 3

Period: 2019-12-31

Filed: 2020-02-13

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

New positions

Added to

Trimmed

Exited

Dalal Street, LLC Q4 2019 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $271.23M across 3 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FIAT CHRYSLER AUTOMOBILES N$121.20M·MU$98.31M·EAFEUR$51.71M

Holdings Heatmap

N3173844.7% · $121.20M-5.8%MU36.2% · $98.31M+1.9%EAFEUR19.1% · $51.71M-19.8%

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

Largest Trades This Quarter

Largest Adds1

MICRON TECHNOLOGY INC

Largest Reductions2

FIAT CHRYSLER AUTOMOBILES N

$121.20M

-5.8%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FIAT CHRYSLER AUTOMOBILES N	$121.20M	8,250,711	44.69%	-5.8%
2	MUMICRON TECHNOLOGY INC	$98.31M	1,828,076	36.25%	+1.9%
3	EAFEURGRAFTECH INTL LTD	$51.71M	4,450,134	19.07%	-19.8%

Position Changes

Stock	Value	Shares	Share Chg	% Chg
MUMICRON TECHNOLOGY INC	$98.31M	1,828,076	+34.1K	+1.9%

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