Dalal Street

Q4 2021 13F · by Mohnish Pabrai, founder

Picture100.0% US stock

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

+19.7 pp in · −19.7 pp out

Very concentrated · behaves like 2 equal-sized positions

Moderate turnover · 42% a year, about 2.4 years per position

MU Micron Technology, Inc. added+19.66 pp added+19.6678.4%
SRG Seritage Growth Properties Class A of beneficial interest, par value $0.01 trimmed−15.21 pp trimmed−15.2121.6%


MUMicron Technology, Inc.	78.42%	1,823,812	$170M	added+15%	+19.66 pp	13 q
SRGSeritage Growth Properties Class A of beneficial interest, par value $0.01	21.58%	3,522,118	$47M	trimmed−26%	−15.21 pp	7 q
BABAAlibaba Group Holding Limited	—	−57,347	—	exited	−4.45 pp	—