Dalal Street

Q2 2022 13F · by Mohnish Pabrai, founder

As of: Jun 30, 2022
Filed: Aug 12, 2022
US stock: $101M · prev $142M
Positions: 2 · prev 2
Options notional: $0
Documents: 1· no amendments

Picture100.0% US stock

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

US stock listed on a US exchange 100.0%
Foreign stock not listed in the US 0.0%
Notes debt, at principal 0.0%
Puts at notional value 0.0%
Calls at notional value 0.0%

Moves1 since the prior filing

0.0 pp in · −0.1 pp out

New 0 0.00 pp
Added 0 0.00 pp
Trimmed 1 −0.14 pp
Exited 0 0.00 pp

The book

Very concentrated · behaves like 1 equal-sized positions

Very concentrated
Concentrated
Focused
Diversified

Low turnover · 0.0% a year

Low
Moderate
High

Top 5 positions100% of US stock

MU Micron Technology, Inc. held held100.0%
SRG Seritage Growth Properties Class A of beneficial interest, par value $0.01 trimmed−0.14 pp trimmed−0.140.0%

Positions2 in this filing · 0 exited


MUMicron Technology, Inc.	99.98%	1,823,812	$101M	held	—	15 q
SRGSeritage Growth Properties Class A of beneficial interest, par value $0.01	0.02%	3,375	$18,000	trimmed−82%	−0.14 pp	9 q

Source

Form: 13F-HR
Reading: 0 defects · 0 unresolved
Accession: 0001549575-22-000013
Options: none in this filing
Notes: none in this filing
SEC cross-check: SEC data set not published yet