Dalal Street, LLC — Q2 2020 13F Holdings

Name: Dalal Street, LLC — 13F Holdings, Q2 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	63.48%	—	+0.89%
2	SRG	Seritage Growth Prop- A	Stock-Other	36.52%	—	—

Position changes disclosed by Dalal Street, LLC for the quarter ending Q2 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MU	Micron Technology INC	-30.5%	+0.89%	Add
2	SRG	Seritage Growth Prop- A	—	NEW	New buy
3	STLA	Stellantis N.V.	—	EXIT	Sold out