Dalal Street, LLC — Q3 2014 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q3 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001549575

Total reported value

$422.9M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓	Horsehead Hldg CORP	Stock-Other	25.29%	—	—
2	✓		Stock-Other	20.73%	—	—
3	BAC	Bank Of America CORP	Stock-Financials	18.55%	—	-7.61%
4	C	Citigroup INC	Stock-Financials	17.78%	—	—
5	PKX	Posco Holdings INC -spon Adr	Stock-Other	17.10%	—	-4.60%
6	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.23%	—	—
7	GM	General Motors Co	Stock-Consumer Disc	0.18%	—	—
8	ROST	Ross Stores, Inc.	Stock-Consumer Disc	0.10%	—	—
9	ROST	Ross Stores, Inc.	Stock-Consumer Disc	0.04%	—	—

Position changes disclosed by Dalal Street, LLC for the quarter ending Q3 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	C	Citigroup INC	+3.9%	—	Unchanged
2	BAC	Bank Of America CORP	+3%	-7.61%	Trim
3	PKX	Posco Holdings INC -spon Adr	+2%	-4.60%	Trim
4	✓	Horsehead Hldg CORP	+1.2%	—	Unchanged
5	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	—	Unchanged
6	GM	General Motors Co	—	—	Unchanged
7	✓		-2.2%	—	Unchanged
8	CHKEUR	Chesapeake Energy CORP	—	EXIT	Sold out
9	GS	Goldman Sachs Group INC	—	EXIT	Sold out
10	ROST	Ross Stores, Inc.	—	NEW	New buy
11	ROST	Ross Stores, Inc.	—	NEW	New buy