Dalton Investments as of March 31, 2018
Portfolio Holdings for Dalton Investments
Dalton Investments holds 33 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Turquoisehillres | 16.9 | $40M | 13M | 3.07 | |
Genpact (G) | 12.3 | $29M | 918k | 31.99 | |
Videocon D2h | 10.6 | $26M | 3.1M | 8.20 | |
Cognizant Technology Solutions (CTSH) | 10.1 | $24M | 301k | 80.50 | |
Gds Holdings ads (GDS) | 7.2 | $17M | 625k | 27.45 | |
Teekay Shipping Marshall Isl | 5.2 | $13M | 1.5M | 8.09 | |
Himax Technologies (HIMX) | 4.9 | $12M | 1.9M | 6.16 | |
Cheniere Engy Ptnrs | 4.9 | $12M | 425k | 27.61 | |
ICICI Bank (IBN) | 3.8 | $9.1M | 1.0M | 8.85 | |
Tarena International Inc- | 2.9 | $7.0M | 625k | 11.22 | |
American Intl Group | 2.5 | $6.0M | 369k | 16.40 | |
Berkshire Hathaway (BRK.B) | 2.3 | $5.6M | 28k | 199.49 | |
Dr. Reddy's Laboratories (RDY) | 2.1 | $5.2M | 158k | 32.69 | |
Dell Technologies Inc Class V equity | 1.8 | $4.2M | 58k | 73.21 | |
China Online Ed | 1.6 | $3.9M | 403k | 9.72 | |
America Movil Sab De Cv spon adr l | 1.4 | $3.4M | 177k | 19.09 | |
Four Seasons Ed Cayman | 1.4 | $3.3M | 495k | 6.63 | |
Ternium (TX) | 1.3 | $3.2M | 98k | 32.49 | |
Dorian Lpg (LPG) | 1.2 | $2.8M | 369k | 7.49 | |
Ambarella (AMBA) | 1.0 | $2.3M | 47k | 48.99 | |
Netflix (NFLX) | 0.9 | $2.1M | 7.0k | 295.29 | |
Leucadia National | 0.8 | $1.9M | 85k | 22.73 | |
Berkshire Hathaway (BRK.A) | 0.8 | $1.8M | 6.00 | 299166.67 | |
Resolute Fst Prods In | 0.5 | $1.2M | 150k | 8.30 | |
WNS | 0.4 | $1.1M | 23k | 45.34 | |
Exela Technologi | 0.4 | $994k | 180k | 5.53 | |
Altaba | 0.4 | $947k | 13k | 74.08 | |
Barclays Bk Plc fund | 0.2 | $373k | 10k | 37.41 | |
Micron Technology (MU) | 0.1 | $235k | 4.5k | 52.22 | |
Magal Security Sys Ltd ord | 0.1 | $171k | 30k | 5.77 | |
Frequency Electronics (FEIM) | 0.0 | $88k | 10k | 8.80 | |
Broadwind Energy (BWEN) | 0.0 | $25k | 11k | 2.23 | |
Wmi Holdings | 0.0 | $0 | 884k | 0.00 |