Dalton Investments

Dalton Investments as of March 31, 2020

Portfolio Holdings for Dalton Investments

Dalton Investments holds 43 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
ICICI Bank (IBN) 13.0 $17M 2.0M 8.50
Genpact (G) 9.6 $12M 424k 29.20
21vianet Group (VNET) 8.6 $11M 805k 13.86
Momo 7.8 $10M 463k 21.69
Greentree Hospitalty Group L (GHG) 6.5 $8.4M 768k 10.97
Infosys Technologies (INFY) 5.9 $7.6M 931k 8.21
Cheniere Energy (LNG) 5.1 $6.6M 198k 33.50
New Oriental Education & Tech 4.4 $5.7M 53k 108.25
Noah Holdings (NOAH) 4.0 $5.1M 198k 25.86
Netflix (NFLX) 3.6 $4.7M 13k 375.52
ExlService Holdings (EXLS) 3.3 $4.3M 83k 52.03
Taiwan Semiconductor Mfg (TSM) 2.6 $3.4M 71k 47.78
Niu Technologies ads (NIU) 2.5 $3.2M 459k 6.97
Dr. Reddy's Laboratories (RDY) 2.4 $3.1M 76k 40.33
WNS 1.7 $2.2M 51k 42.98
HDFC Bank (HDB) 1.4 $1.8M 48k 38.46
Turquoisehillres 1.4 $1.8M 4.6M 0.38
Hldgs (UAL) 1.3 $1.7M 54k 31.56
Berkshire Hathaway (BRK.A) 1.3 $1.6M 6.00 272000.00
Fs Investment Corporation 1.2 $1.6M 527k 3.00
Ternium (TX) 1.1 $1.4M 119k 11.90
Ambev Sa- (ABEV) 1.1 $1.4M 609k 2.30
Gds Holdings ads (GDS) 1.1 $1.4M 24k 57.96
Kinder Morgan (KMI) 1.0 $1.3M 96k 13.92
Dell Technologies (DELL) 1.0 $1.3M 33k 39.54
Micron Technology (MU) 0.9 $1.2M 28k 42.07
Berkshire Hathaway (BRK.B) 0.9 $1.1M 6.2k 182.76
Teva Pharmaceutical Industries (TEVA) 0.8 $1.0M 115k 8.98
Dorian Lpg (LPG) 0.8 $990k 114k 8.71
Bausch Health Companies (BHC) 0.7 $898k 58k 15.49
Cumulus Media (CMLS) 0.6 $765k 141k 5.42
Makemytrip Limited Mauritius (MMYT) 0.6 $722k 60k 11.95
Teekay Lng Partners 0.5 $700k 72k 9.79
Teekay Shipping Marshall Isl 0.4 $495k 157k 3.16
Four Seasons Ed Cayman 0.3 $338k 296k 1.14
American Intl Group 0.1 $149k 186k 0.80
Jefferies Finl Group (JEF) 0.1 $137k 10k 13.70
Resolute Fst Prods In 0.1 $126k 100k 1.26
Frequency Electronics (FEIM) 0.1 $91k 10k 9.10
Magal Security Sys Ltd ord 0.1 $87k 30k 2.94
Amplify Energy Corp (AMPY) 0.1 $87k 153k 0.57
Acacia Research Corporation (ACTG) 0.0 $44k 20k 2.20
Broadwind Energy (BWEN) 0.0 $16k 11k 1.43