Dalal Street, LLC — Q1 2017 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q1 2017
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	36.31%	—	+7.94%
2	✓		Stock-Other	27.79%	—	+8.51%
3	GOOG	Alphabet Inc-cl C	Stock-Comm Services	14.12%	—	-4.28%
4	AER	AerCap Holdings N.V.	Stock-Industrials	9.68%	—	+21.96%
5	RACE	Ferrari N.V.	Stock-Consumer Disc	7.64%	—	—
6	LUV	Southwest Airlines Co	Stock-Industrials	4.16%	—	—
7	SRG	Seritage Growth Prop- A	Stock-Other	0.30%	—	-94.90%

Position changes disclosed by Dalal Street, LLC for the quarter ending Q1 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	STLA	Stellantis N.V.	+4.9%	+7.94%	Add
2	AER	AerCap Holdings N.V.	+1.6%	+21.96%	Add
3	RACE	Ferrari N.V.	+1%	—	Unchanged
4	✓		+0.2%	+8.51%	Add
5	LUV	Southwest Airlines Co	-0.2%	—	Unchanged
6	GOOG	Alphabet Inc-cl C	-1.3%	-4.28%	Trim
7	SRG	Seritage Growth Prop- A	-6.2%	-94.90%	Trim