Dalal Street, LLC — Q3 2019 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q3 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	43.40%	—	-31.93%
2	MU	Micron Technology INC	Stock-Tech	29.42%	—	+0.46%
3	EAFEUR	Graftech International LTD	Stock-Other	27.17%	—	+34.52%

Position changes disclosed by Dalal Street, LLC for the quarter ending Q3 2019, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	EAFEUR	Graftech International LTD	+11.1%	+34.52%	Add
2	MU	Micron Technology INC	+6%	+0.46%	Add
3	STLA	Stellantis N.V.	-17.1%	-31.93%	Trim