$217 Million is the total value of Dalal Street's 3 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MU | Buy | MICRON TECHNOLOGY INC | $169,888 | +51.6% | 1,823,812 | +15.5% | 78.42% | +33.5% |
| SRG | Sell | SERITAGE GROWTH PPTYScl a | $46,739 | -33.4% | 3,522,118 | -25.6% | 21.58% | -41.4% |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -57,347 | -100.0% | -4.45% | – |
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- Mohnish Pabrai — Managing Member
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