Dalal Street

Q2 2020 13F · by Mohnish Pabrai, founder

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

+6.1 pp in · −6.0 pp out

Very concentrated · behaves like 2 equal-sized positions

Low turnover · 13% a year, about 7.5 years per position

MU Micron Technology, Inc. added−30.47 pp added−30.4763.5%
SRG Seritage Growth Properties Class A of beneficial interest, par value $0.01 new+36.52 pp new+36.5236.5%


MUMicron Technology, Inc.	63.48%	1,820,248	$94M	added+1%	−30.47 pp	7 q
SRGSeritage Growth Properties Class A of beneficial interest, par value $0.01	36.52%	4,733,118	$54M	new	+36.52 pp	new
unresolvedFiat Chrysler Automobiles NV s	—	−680,045	—	exited	−6.05 pp	—