Dalal Street recent buys & sells (2019 Q3)
Mohnish Pabrai
Dalal Street Portfolio Changes
Purchase & sale details
- Portfolio value:
- $261.28M~ (-$33M~)
- Previous value:
- $294.14M~
- # of changes:
- 3
- New positions:
- 0
- Reported for:
- 30 Sep 2019 (Q3)
- Latest filing date:
- 13 Nov 2019
Dalal Street has disclosed a total of 3 changes to the portfolio in the (2019 Q3) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 1 position(s).
3 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
GrafTech International Ltd
|
+34.52%
|
$12.80
|
-15.47%($10.82)
|
27.17%
|
2019 Q2
|
~0.50 years
|
||||
|
|
Micron Technology Inc
|
+0.46%
|
$42.85
|
+2,395.80%($1,069.45)
|
29.42%
|
2018 Q4
|
~1.00 year
|
||||
|
|
STELLANTIS NV
|
-31.93%
|
$12.95
|
-65.04%($4.53)
|
43.40%
|
2014 Q4
|
~5.00 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".