Dalal Street, LLC — Q1 2018 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q1 2018
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	4Q Trend
1	STLA	Stellantis N.V.	Stock-Consumer Disc	84.92%	—	—
2	RACE	Ferrari N.V.	Stock-Consumer Disc	15.08%	—	—

Position changes disclosed by Dalal Street, LLC for the quarter ending Q1 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	STLA	Stellantis N.V.	+24.3%	—	Unchanged
2	RACE	Ferrari N.V.	+4.2%	—	Unchanged
3	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
4	AER	AerCap Holdings N.V.	—	EXIT	Sold out
5	LUV	Southwest Airlines Co	—	EXIT	Sold out