Dalton Investments

Dalton Investments as of Dec. 31, 2017

Portfolio Holdings for Dalton Investments

Dalton Investments holds 32 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Turquoisehillres 19.9 $53M 15M 3.43
Videocon D2h 12.1 $32M 3.4M 9.51
Genpact (G) 10.8 $29M 902k 31.74
Cognizant Technology Solutions (CTSH) 8.7 $23M 324k 71.02
Himax Technologies (HIMX) 7.5 $20M 1.9M 10.42
Gds Holdings ads (GDS) 5.3 $14M 626k 22.53
Micron Technology (MU) 4.4 $12M 281k 41.12
Cheniere Engy Ptnrs 3.9 $10M 375k 27.69
ICICI Bank (IBN) 3.8 $10M 1.0M 9.73
Dr. Reddy's Laboratories (RDY) 3.2 $8.6M 229k 37.56
Berkshire Hathaway (BRK.B) 2.6 $7.0M 35k 198.22
Cheniere Energy (LNG) 2.2 $5.9M 109k 53.84
American Intl Group 2.2 $5.8M 319k 18.12
China Online Ed 1.9 $5.0M 403k 12.50
Leucadia National 1.9 $4.9M 185k 26.49
Tarena International Inc- 1.4 $3.8M 250k 14.99
Dell Technologies Inc Class V equity 1.2 $3.1M 38k 81.29
Dorian Lpg (LPG) 1.1 $3.0M 369k 8.22
Four Seasons Ed Cayman 1.1 $2.9M 317k 9.00
Ambarella (AMBA) 1.1 $2.8M 47k 58.76
Berkshire Hathaway (BRK.A) 0.7 $1.8M 6.00 297666.67
Resolute Fst Prods In 0.6 $1.7M 150k 11.05
WNS (WNS) 0.6 $1.6M 39k 40.13
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 0.6 $1.5M 124k 11.72
Rise Ed Cayman 0.4 $1.0M 70k 14.79
Tribune Co New Cl A 0.4 $973k 23k 42.49
Wmi Holdings 0.3 $751k 884k 0.85
China Distance Education Holdings 0.1 $357k 39k 9.28
Barclays Bk Plc fund 0.1 $349k 10k 35.01
Magal Security Sys Ltd ord 0.1 $150k 30k 5.07
Frequency Electronics (FEIM) 0.0 $94k 10k 9.40
Broadwind Energy (BWEN) 0.0 $30k 11k 2.68