Dalal Street, LLC — Q4 2015 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q4 2015
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	STLA	Stellantis N.V.	Stock-Consumer Disc	50.89%	—	-0.05%
2	✓		Stock-Other	25.73%	—	-0.07%
3	GOOG	Alphabet Inc-cl C	Stock-Comm Services	13.85%	—	—
4	✓	Horsehead Hldg CORP	Stock-Other	3.43%	—	—
5	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.03%	—	—
6	ROST	Ross Stores, Inc.	Stock-Consumer Disc	2.42%	—	-39.72%
7	ROST	Ross Stores, Inc.	Stock-Consumer Disc	0.65%	—	-20.14%

Position changes disclosed by Dalal Street, LLC for the quarter ending Q4 2015, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓		+4.7%	-0.07%	Trim
2	STLA	Stellantis N.V.	+2.6%	-0.05%	Trim
3	ROST	Ross Stores, Inc.	-0.2%	-20.14%	Trim
4	✓	Horsehead Hldg CORP	-1.7%	—	Unchanged
5	ROST	Ross Stores, Inc.	-2%	-39.72%	Trim
6	GOOG	Alphabet Inc-cl C	—	NEW	New buy
7	✓	Google INC Class C	—	EXIT	Sold out
8	PKX	Posco Holdings INC -spon Adr	—	EXIT	Sold out
9	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	New buy