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Dalal Street recent buys & sells (2020 Q3)

Mohnish Pabrai

Dalal Street Portfolio Changes

Purchase & sale details

Portfolio value:
$149.14M~ (+$1M~)
Previous value:
$147.74M~
# of changes:
1
New positions:
0
Reported for:
30 Sep 2020 (Q3)
Latest filing date:
13 Nov 2020
Dalal Street has disclosed a total of 1 change to the portfolio in the (2020 Q3) SEC report(s): increased the number of shares of 1 position(s).

What stocks did Dalal Street buy in 2020 Q3?

During 2020 Q3 Dalal Street has bought (MU) Micron Technology Inc (reduced shares 0.00%).

What did Dalal Street invest in during 2020 Q3?

Dalal Street's holdings were (MU) Micron Technology Inc (57.32%) and (SRG) Seritage Growth Properties (42.68%).
In the 2020 Q3 report(s) the following change has been made to the investments: (MU) Micron Technology Inc (reduced shares 0.00%).
* 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".