Dalal Street, LLC Q1 2023 13F Holdings & Portfolio | SmartMoneyDB

Dalal Street, LLC

WEST LAKE HILLS, TX · CIK 0001549575

Portfolio Value: $121.27M

Positions: 3

Period: 2023-03-31

Filed: 2023-05-12

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

Portfolio Value

$121.27M

Positions

New

Increased

Decreased

Sold Out

Dalal Street, LLC Q1 2023 13F Filing Summary

Dalal Street, LLC (WEST LAKE HILLS, TX) reported a portfolio value of $121.27M across 3 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MU$96.07M·BN$25.18M·SRG$26.56K

1 increased1 reduced1 exits

Holdings Heatmap

MU79.2% · $96.07M-14.4%BN20.8% · $25.18M+8.5%

SRG0.0% · $26.56K

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

Largest Trades This Quarter

Largest Adds1

BROOKFIELD CORP

$25.18M

+8.5%

Largest Reductions1

MICRON TECHNOLOGY INC

$96.07M

-14.4%

Exits1

BAM

BROOKFIELD ASSET MANAGMT LTD

Sold

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MUMICRON TECHNOLOGY INC	$96.07M	1,592,134	79.22%	-14.4%
2	BNBROOKFIELD CORP	$25.18M	772,579	20.76%	+8.5%
3	SRGSERITAGE GROWTH PPTYS	$26.56K	3,375	0.02%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
BNBROOKFIELD CORP	$25.18M	772,579	+60.3K	+8.5%

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