Dalal Street recent buys & sells (2021 Q4)
Mohnish Pabrai
Dalal Street Portfolio Changes
Purchase & sale details
- Portfolio value:
- $216.63M~ (+$26M~)
- Previous value:
- $190.77M~
- # of changes:
- 3
- New positions:
- 0
- Reported for:
- 31 Dec 2021 (Q4)
- Latest filing date:
- 14 Feb 2022
Dalal Street has disclosed a total of 3 changes to the portfolio in the (2021 Q4) SEC report(s): increased the number of shares of 1, decreased the number of shares of 1 and completely sold out 1 position(s).
What stocks did Dalal Street buy in 2021 Q4?
During 2021 Q4 Dalal Street has bought (MU) Micron Technology Inc (added shares +15.49%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Micron Technology Inc
|
+15.49%
|
+244,662
|
1,823,812
|
+10.52%
|
$93.15
|
+1,048.10%($1,069.45)
|
78.42%
|
2018 Q4
|
~3.25 years
|
|
|
|
Seritage Growth Properties
|
-25.59%
|
-1,211,000
|
3,522,118
|
-8.42%
|
$13.27
|
-86.22%($1.83)
|
21.58%
|
2020 Q2
|
~1.75 years
|
|
|
|
Alibaba Group Holding Ltd
|
-100%
|
-57,347
|
0
|
-4.45%
|
$148.05
|
-24.81%($111.32)
|
0.00%
|
2021 Q1
|
~0.75 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".