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 |
