Dalal Street, LLC — Q3 2017 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q3 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	56.89%	—	—
2	GOOG	Alphabet Inc-cl C	Stock-Comm Services	15.39%	—	—
3	AER	AerCap Holdings N.V.	Stock-Industrials	12.97%	—	+4.72%
4	RACE	Ferrari N.V.	Stock-Consumer Disc	10.66%	—	—
5	LUV	Southwest Airlines Co	Stock-Industrials	4.08%	—	—

Position changes disclosed by Dalal Street, LLC for the quarter ending Q3 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	STLA	Stellantis N.V.	+22.4%	—	Unchanged
2	RACE	Ferrari N.V.	+2.2%	—	Unchanged
3	AER	AerCap Holdings N.V.	+1.5%	+4.72%	Add
4	GOOG	Alphabet Inc-cl C	+0.5%	—	Unchanged
5	LUV	Southwest Airlines Co	-0.5%	—	Unchanged
6	✓		—	EXIT	Sold out