Dalton Investments LLC Long-Term Concentrated

CIK: 0001388838 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value ($000): $414,298 (100.0% shares, 0.0% debt)

Holdings (69)

BRK/B BERKSHIRE HATHAWAY INC DEL 16.4%
Value ($000) $67,885 Shares 606,550 Est. Cost $110.02 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 15.8%
Value ($000) $65,374 Shares 1,462,500 Est. Cost $32.51 Unrealized 0.0%
ISHARES INC 11.5%
Value ($000) $47,809 Shares 4,261,041 Est. Cost $11.22 Unrealized
C CITIGROUP INC 9.8%
Value ($000) $40,460 Shares 843,435 Est. Cost $35.76 Unrealized 0.0%
SANOFI 7.4%
Value ($000) $30,736 Shares 16,176,843 Est. Cost $1.90 Unrealized
MS MORGAN STANLEY 5.3%
Value ($000) $22,014 Shares 901,100 Est. Cost $17.33 Unrealized 0.0%
NATIONAL BK GREECE S A 4.5%
Value ($000) $18,676 Shares 1,555,000 Est. Cost $12.01 Unrealized
HIMX HIMAX TECHNOLOGIES INC 4.2%
Value ($000) $17,302 Shares 3,314,502 Est. Cost $5.22 Unrealized
BAC BANK OF AMERICA CORPORATION 3.5%
Value ($000) $14,700 Shares 1,143,066 Est. Cost $10.03 Unrealized 0.0%
POWERSHARES QQQ TRUST 3.0%
Value ($000) $12,446 Shares 174,700 Est. Cost Unrealized
TURQUOISE HILL RES LTD 2.4%
Value ($000) $9,983 Shares 1,683,532 Est. Cost $5.93 Unrealized
DELL INC 2.2%
Value ($000) $9,307 Shares 698,465 Est. Cost $13.32 Unrealized
HEWLETT PACKARD CO 1.4%
Value ($000) $5,908 Shares 238,224 Est. Cost $24.80 Unrealized
COMMONWEALTH REIT 1.1%
Value ($000) $4,693 Shares 203,000 Est. Cost $23.12 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,541 Shares 21 Est. Cost $165023.42 Unrealized 0.0%
AMERICAN INTL GROUP INC 0.8%
Value ($000) $3,521 Shares 193,062 Est. Cost $18.24 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $3,056 Shares 125,600 Est. Cost $15.24 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $2,744 Shares 62,044 Est. Cost $44.23 Unrealized
GNW GENWORTH FINL INC 0.7%
Value ($000) $2,730 Shares 239,300 Est. Cost $10.41 Unrealized 0.0%
ROYAL BK SCOTLAND GROUP PLC 0.6%
Value ($000) $2,623 Shares 126,910 Est. Cost $20.67 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $2,407 Shares 29,120 Est. Cost $82.66 Unrealized
PANHANDLE OIL AND GAS INC 0.5%
Value ($000) $1,915 Shares 67,200 Est. Cost $28.50 Unrealized
PROSHARES TR 0.4%
Value ($000) $1,849 Shares 89,636 Est. Cost $20.63 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $1,667 Shares 28,294 Est. Cost $40.44 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.4%
Value ($000) $1,555 Shares 21,177 Est. Cost $73.43 Unrealized
DEUTSCHE BK AG LONDON BRH 0.4%
Value ($000) $1,551 Shares 83,000 Est. Cost $18.69 Unrealized
PIONEER NAT RES CO 0.3%
Value ($000) $1,448 Shares 10,000 Est. Cost $144.80 Unrealized
JPMORGAN CHASE & CO 0.3%
Value ($000) $1,415 Shares 90,710 Est. Cost $15.60 Unrealized
L LOEWS CORP 0.2%
Value ($000) $888 Shares 20,000 Est. Cost $42.08 Unrealized 0.0%
PHOENIX COS INC NEW 0.2%
Value ($000) $860 Shares 20,000 Est. Cost $43.00 Unrealized
RESOLUTE FST PRODS INC 0.2%
Value ($000) $790 Shares 60,000 Est. Cost $13.17 Unrealized
ELLSWORTH FUND LTD 0.2%
Value ($000) $708 Shares 92,424 Est. Cost $7.66 Unrealized
LEUCADIA NATL CORP 0.2%
Value ($000) $656 Shares 25,000 Est. Cost $26.24 Unrealized
1ST CENTURY BANCSHARES INC 0.2%
Value ($000) $648 Shares 105,000 Est. Cost $6.17 Unrealized
LIBERTY INTERACTIVE CORP 0.1%
Value ($000) $598 Shares 26,000 Est. Cost $23.00 Unrealized
BARCLAYS BK PLC 0.1%
Value ($000) $559 Shares 27,000 Est. Cost $20.70 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $550 Shares 26,133 Est. Cost $21.05 Unrealized
ALPS ETF TR 0.1%
Value ($000) $521 Shares 13,050 Est. Cost $39.92 Unrealized
CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $510 Shares 25,000 Est. Cost $20.40 Unrealized
GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $484 Shares 3,200 Est. Cost $151.25 Unrealized
NORTHERN TIER ENERGY LP 0.1%
Value ($000) $480 Shares 20,000 Est. Cost $24.00 Unrealized
BANCROFT FUND LTD 0.1%
Value ($000) $473 Shares 27,302 Est. Cost $17.32 Unrealized
COHEN & STEERS CLOSED END OP 0.1%
Value ($000) $469 Shares 35,717 Est. Cost $13.13 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $389 Shares 4,147 Est. Cost $93.80 Unrealized
THC TENET HEALTHCARE CORP 0.1%
Value ($000) $369 Shares 8,000 Est. Cost $44.77 Unrealized 0.0%
MUNI PIMCO ETF TR 0.1%
Value ($000) $363 Shares 7,007 Est. Cost $51.81 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $353 Shares 15,237 Est. Cost $23.17 Unrealized
TESSERA TECHNOLOGIES INC 0.1%
Value ($000) $333 Shares 16,000 Est. Cost $20.81 Unrealized
ACTG ACACIA RESH CORP 0.1%
Value ($000) $320 Shares 14,322 Est. Cost $22.79 Unrealized 0.0%
BLACKROCK MUNIHLDNGS QLTY II 0.1%
Value ($000) $306 Shares 22,129 Est. Cost $13.83 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $286 Shares 4,165 Est. Cost $68.67 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $276 Shares 13,136 Est. Cost $21.01 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $265 Shares 2,912 Est. Cost $91.00 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $263 Shares 17,000 Est. Cost $7.61 Unrealized 0.0%
BLACKROCK MUNIYIELD CALIF FD 0.1%
Value ($000) $240 Shares 15,731 Est. Cost $15.26 Unrealized
SPDR INDEX SHS FDS 0.1%
Value ($000) $232 Shares 8,046 Est. Cost $28.83 Unrealized
POWERSHS DB US DOLLAR INDEX 0.1%
Value ($000) $226 Shares 10,000 Est. Cost $22.60 Unrealized
AON PLC 0.1%
Value ($000) $225 Shares 3,500 Est. Cost $64.29 Unrealized
XMUSX BLACKROCK MUNIHOLDNGS QLTY I 0.1%
Value ($000) $219 Shares 17,111 Est. Cost $12.80 Unrealized
FRANKLIN TEMPLETON LTD DUR I 0.0%
Value ($000) $202 Shares 15,039 Est. Cost $13.43 Unrealized
PUTNAM MUN OPPORTUNITIES TR 0.0%
Value ($000) $167 Shares 14,499 Est. Cost $11.52 Unrealized
IMMR IMMERSION CORP 0.0%
Value ($000) $133 Shares 10,000 Est. Cost $12.79 Unrealized 0.0%
BGC PARTNERS INC 0.0%
Value ($000) $118 Shares 20,000 Est. Cost $5.90 Unrealized
FEIM FREQUENCY ELECTRS INC 0.0%
Value ($000) $107 Shares 10,000 Est. Cost $7.91 Unrealized 0.0%
MAGAL SECURITY SYS LTD 0.0%
Value ($000) $107 Shares 29,613 Est. Cost $3.61 Unrealized
TUESDAY MORNING CORP 0.0%
Value ($000) $104 Shares 10,000 Est. Cost $10.40 Unrealized
INVESCO MUNI INCOME OPP TRST 0.0%
Value ($000) $79 Shares 12,000 Est. Cost $6.58 Unrealized
RESOURCE CAP CORP 0.0%
Value ($000) $66 Shares 10,781 Est. Cost $6.12 Unrealized
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $41 Shares 14,082 Est. Cost $2.91 Unrealized