13F HOLDINGS REPORT
Dalal Street, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001549575-23-000004
Total Value
$120.6M
Positions
5
Other Managers
1
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | MU | 1,630,384 | $81.5M | 67.59% |
| 2 | BROOKFIELD CORP | 11271J107 | 712,319 | $22.4M | 18.59% |
| 3 | MICRON TECHNOLOGY INC | MU | 230,428 | $11.5M | 9.55% |
| 4 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 178,077 | $5.1M | 4.23% |
| 5 | SERITAGE GROWTH PPTYS | 81752R100 | 3,375 | $39,926 | 0.03% |