Dalton Investments as of March 31, 2019
Portfolio Holdings for Dalton Investments
Dalton Investments holds 43 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Genpact (G) | 12.2 | $28M | 794k | 35.18 | |
ICICI Bank (IBN) | 11.9 | $27M | 2.4M | 11.46 | |
Cognizant Technology Solutions (CTSH) | 11.8 | $27M | 375k | 72.45 | |
Turquoisehillres | 10.1 | $23M | 14M | 1.66 | |
21vianet Group (VNET) | 4.9 | $11M | 1.4M | 7.94 | |
Gds Holdings ads (GDS) | 4.7 | $11M | 304k | 35.69 | |
China Biologic Products | 4.5 | $10M | 114k | 91.25 | |
Dr. Reddy's Laboratories (RDY) | 4.2 | $9.7M | 239k | 40.50 | |
Greentree Hospitalty Group L (GHG) | 3.7 | $8.5M | 617k | 13.83 | |
Noah Holdings (NOAH) | 2.8 | $6.4M | 133k | 48.46 | |
Cheniere Energy (LNG) | 2.8 | $6.4M | 93k | 68.36 | |
Best | 2.2 | $5.2M | 987k | 5.23 | |
Taiwan Semiconductor Mfg (TSM) | 2.1 | $4.9M | 119k | 40.96 | |
America Movil Sab De Cv spon adr l | 2.1 | $4.8M | 337k | 14.28 | |
Tarena International Inc- | 1.9 | $4.3M | 788k | 5.43 | |
Ternium (TX) | 1.8 | $4.1M | 150k | 27.22 | |
Contura Energy | 1.5 | $3.5M | 60k | 57.93 | |
HDFC Bank (HDB) | 1.4 | $3.3M | 28k | 115.92 | |
ExlService Holdings (EXLS) | 1.4 | $3.3M | 55k | 60.02 | |
Infosys Technologies (INFY) | 1.4 | $3.2M | 293k | 10.93 | |
Fs Investment Corporation | 1.4 | $3.2M | 527k | 6.05 | |
Dell Technologies (DELL) | 0.8 | $1.9M | 33k | 58.68 | |
Berkshire Hathaway (BRK.A) | 0.8 | $1.8M | 6.00 | 301166.67 | |
Ambev Sa- (ABEV) | 0.7 | $1.6M | 374k | 4.30 | |
Jefferies Finl Group (JEF) | 0.7 | $1.6M | 85k | 18.79 | |
Himax Technologies (HIMX) | 0.6 | $1.3M | 416k | 3.19 | |
Berkshire Hathaway (BRK.B) | 0.5 | $1.2M | 6.2k | 200.81 | |
Resolute Fst Prods In | 0.5 | $1.2M | 150k | 7.90 | |
Micron Technology (MU) | 0.5 | $1.2M | 28k | 41.32 | |
Teekay Lng Partners | 0.5 | $1.1M | 72k | 14.97 | |
American Intl Group | 0.5 | $1.0M | 186k | 5.61 | |
WNS | 0.4 | $1.0M | 19k | 53.24 | |
Altaba | 0.4 | $948k | 13k | 74.16 | |
China Online Ed | 0.4 | $923k | 147k | 6.30 | |
Four Seasons Ed Cayman | 0.4 | $843k | 474k | 1.78 | |
Dorian Lpg (LPG) | 0.3 | $730k | 114k | 6.42 | |
Teekay Shipping Marshall Isl | 0.3 | $614k | 157k | 3.92 | |
Tata Motors | 0.3 | $605k | 48k | 12.55 | |
Midstates Pete Co Inc Com Par | 0.2 | $516k | 53k | 9.76 | |
Magal Security Sys Ltd ord | 0.1 | $155k | 30k | 5.23 | |
Frequency Electronics (FEIM) | 0.1 | $119k | 10k | 11.90 | |
Acacia Research Corporation (ACTG) | 0.0 | $65k | 20k | 3.25 | |
Broadwind Energy (BWEN) | 0.0 | $19k | 11k | 1.70 |