Dalal Street, LLC — Q2 2019 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q2 2019
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	60.45%	—	-1.82%
2	MU	Micron Technology INC	Stock-Tech	23.43%	—	+5.09%
3	EAFEUR	Graftech International LTD	Stock-Other	16.12%	—	—

Position changes disclosed by Dalal Street, LLC for the quarter ending Q2 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MU	Micron Technology INC	-3.1%	+5.09%	Add
2	STLA	Stellantis N.V.	-13%	-1.82%	Trim
3	EAFEUR	Graftech International LTD	—	NEW	New buy