Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $147.74M

Positions: 2

Period: 2020-06-30

Filed: 2020-08-13

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 Q2 2020 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $147.74M across 2 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$93.78M·SRG$53.96M

+1 new1 increased1 exits

Holdings Heatmap

MU63.5% · $93.78M+0.9%SRG36.5% · $53.96MNew

Top 2 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

SRG

SERITAGE GROWTH PPTYS

$53.96M

New

Largest Adds1

MICRON TECHNOLOGY INC

$93.78M

+0.9%

Exits1

N31738

FIAT CHRYSLER AUTOMOBILES N

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$93.78M	1,820,248	63.48%	+0.9%
2	SRGSERITAGE GROWTH PPTYS	$53.96M	4,733,118	36.52%	New

Position Changes

Stock	Value	Shares
SRGSERITAGE GROWTH PPTYS	$53.96M	4,733,118

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