Dalal Street, LLC — Q1 2020 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q1 2020
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	MU	Micron Technology INC	Stock-Tech	93.95%	—	-1.31%
2	STLA	Stellantis N.V.	Stock-Consumer Disc	6.05%	—	-91.76%

Position changes disclosed by Dalal Street, LLC for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MU	Micron Technology INC	+57.7%	-1.31%	Trim
2	STLA	Stellantis N.V.	-38.6%	-91.76%	Trim
3	EAFEUR	Graftech International LTD	—	EXIT	Sold out