Dalal Street

Dalal Street as of March 31, 2012

Portfolio Holdings for Dalal Street

Dalal Street holds 8 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bank of America Corporation (BAC) 22.1 $72M 7.5M 9.57
Citigroup (C) 20.3 $66M 1.8M 36.55
Goldman Sachs (GS) 19.4 $63M 506k 124.37
Terex Corporation (TEX) 15.3 $50M 2.2M 22.50
Potash Corp. Of Saskatchewan I 11.2 $36M 793k 45.69
Horsehead Holding 6.5 $21M 1.8M 11.39
CapitalSource 4.4 $14M 2.2M 6.60
Pinnacle Airlines 0.8 $2.7M 2.0M 1.35