Dalal Street, LLC
WEST LAKE HILLS, TX · CIK 0001549575
Portfolio Value: $149.14M
Positions: 2
Period: 2020-09-30
Filed: 2020-11-13
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Portfolio Value
$149.14M
Positions
2
New
0
Increased
1
Decreased
0
Sold Out
18
Dalal Street, LLC Q3 2020 13F Filing Summary
Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $149.14M across 2 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). Top holdings include MU ($85.48M), THCH ($63.66M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 1 increases, 18 complete exits. Notable exits: FIAT CHRYSLER AUTOMOBILES N, EAF, RACE.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY INC COM | $85.48M | 57.32% | +0.0% |
| 2 | THCHSERITAGE GROWTH PPTYS CL A | $63.66M | 42.68% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
MUMICRON TECHNOLOGY INC | $85.48M | 1,820,322 | +0.0% |