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 | 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 |