Dalton Investments LLC Long-Term Concentrated

CIK: 0001388838 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 15, 2014

Total Value ($000): $367,215 (100.0% shares, 0.0% debt)

Holdings (57)

BRK/B BERKSHIRE HATHAWAY INC DEL 18.6%
Value ($000) $68,165 Shares 545,450 Est. Cost $110.18 Unrealized +6.1%
AIG AMERICAN INTL GROUP INC 16.7%
Value ($000) $61,437 Shares 1,228,500 Est. Cost $32.51 Unrealized +16.5%
POWERSHARES QQQ TRUST 11.9%
Value ($000) $43,642 Shares 497,800 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 10.0%
Value ($000) $36,768 Shares 1,554,000 Est. Cost $14.15 Unrealized +63.8%
TURQUOISE HILL RES LTD 9.6%
Value ($000) $35,174 Shares 10,562,843 Est. Cost $3.77 Unrealized
C CITIGROUP INC 7.7%
Value ($000) $28,252 Shares 593,535 Est. Cost $35.76 Unrealized +3.7%
NATIONAL BK GREECE S A 7.5%
Value ($000) $27,448 Shares 1,530,000 Est. Cost $12.01 Unrealized
AMERICAN INTL GROUP INC 3.7%
Value ($000) $13,636 Shares 667,099 Est. Cost $19.80 Unrealized
BAC BANK OF AMERICA CORPORATION 3.2%
Value ($000) $11,790 Shares 685,466 Est. Cost $10.03 Unrealized +32.2%
MS MORGAN STANLEY 3.0%
Value ($000) $10,850 Shares 348,100 Est. Cost $17.33 Unrealized +31.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $3,934 Shares 21 Est. Cost $165023.42 Unrealized +6.4%
VEU VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $3,726 Shares 74,068 Est. Cost $45.02 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $3,381 Shares 34,686 Est. Cost $84.60 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.6%
Value ($000) $2,075 Shares 94,112 Est. Cost $20.67 Unrealized
VV VANGUARD INDEX FDS 0.4%
Value ($000) $1,477 Shares 17,172 Est. Cost $73.43 Unrealized
DEUTSCHE BK AG LONDON BRH 0.4%
Value ($000) $1,403 Shares 83,000 Est. Cost $18.69 Unrealized
RESOLUTE FST PRODS INC 0.3%
Value ($000) $1,205 Shares 60,000 Est. Cost $13.17 Unrealized
LEUCADIA NATL CORP 0.3%
Value ($000) $984 Shares 35,156 Est. Cost $26.74 Unrealized
L LOEWS CORP 0.2%
Value ($000) $881 Shares 20,000 Est. Cost $42.08 Unrealized +0.3%
1ST CENTURY BANCSHARES INC 0.2%
Value ($000) $859 Shares 108,400 Est. Cost $7.50 Unrealized
ELLSWORTH FUND LTD 0.2%
Value ($000) $702 Shares 81,638 Est. Cost $7.66 Unrealized
ALPS ETF TR 0.2%
Value ($000) $571 Shares 12,998 Est. Cost $39.92 Unrealized
NORTHERN TIER ENERGY LP 0.1%
Value ($000) $514 Shares 20,000 Est. Cost $24.00 Unrealized
TESSERA TECHNOLOGIES INC 0.1%
Value ($000) $473 Shares 20,000 Est. Cost $23.65 Unrealized
BANCROFT FUND LTD 0.1%
Value ($000) $445 Shares 22,769 Est. Cost $17.32 Unrealized
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $437 Shares 19,299 Est. Cost $21.05 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $436 Shares 3,864 Est. Cost $94.29 Unrealized
EATON VANCE NATL MUN OPPORT 0.1%
Value ($000) $386 Shares 19,912 Est. Cost $18.48 Unrealized
ACTG ACACIA RESH CORP 0.1%
Value ($000) $375 Shares 24,560 Est. Cost $21.37 Unrealized -37.2%
PUTNAM MUN OPPORTUNITIES TR 0.1%
Value ($000) $368 Shares 32,337 Est. Cost $11.21 Unrealized
TRC TEJON RANCH CO 0.1%
Value ($000) $347 Shares 10,250 Est. Cost $33.92 Unrealized 0.0%
MVC CAPITAL INC 0.1%
Value ($000) $332 Shares 24,500 Est. Cost $13.35 Unrealized
PANHANDLE OIL AND GAS INC 0.1%
Value ($000) $314 Shares 7,200 Est. Cost $28.50 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $304 Shares 4,299 Est. Cost $68.66 Unrealized
BLACKROCK MUNIHLDNGS QLTY II 0.1%
Value ($000) $297 Shares 23,285 Est. Cost $13.76 Unrealized
POWERSHS DB US DOLLAR INDEX 0.1%
Value ($000) $279 Shares 13,000 Est. Cost $21.46 Unrealized
SPDR INDEX SHS FDS 0.1%
Value ($000) $251 Shares 7,406 Est. Cost $29.09 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $246 Shares 6,000 Est. Cost $31.26 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $225 Shares 3,000 Est. Cost $55.36 Unrealized 0.0%
ROYAL BK SCOTLAND GROUP PLC 0.1%
Value ($000) $224 Shares 10,090 Est. Cost $21.01 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $217 Shares 4,124 Est. Cost $51.81 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $217 Shares 3,644 Est. Cost $59.28 Unrealized
OCH ZIFF CAP MGMT GROUP 0.1%
Value ($000) $207 Shares 15,000 Est. Cost $14.64 Unrealized
FRANKLIN TEMPLETON LTD DUR I 0.1%
Value ($000) $206 Shares 15,822 Est. Cost $13.41 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.1%
Value ($000) $204 Shares 2,708 Est. Cost $75.30 Unrealized
BLACKROCK MUNIYIELD CALIF FD 0.1%
Value ($000) $197 Shares 13,432 Est. Cost $15.22 Unrealized
XMUSX BLACKROCK MUNIHOLDNGS QLTY I 0.0%
Value ($000) $181 Shares 14,355 Est. Cost $12.77 Unrealized
ALCOA INC 0.0%
Value ($000) $167 Shares 13,000 Est. Cost $12.85 Unrealized
BGC PARTNERS INC 0.0%
Value ($000) $157 Shares 24,000 Est. Cost $5.69 Unrealized
INVESCO MUNI INCOME OPP TRST 0.0%
Value ($000) $155 Shares 23,456 Est. Cost $6.41 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $150 Shares 12,216 Est. Cost $11.57 Unrealized
MAGAL SECURITY SYS LTD 0.0%
Value ($000) $109 Shares 29,613 Est. Cost $3.68 Unrealized
FEIM FREQUENCY ELECTRS INC 0.0%
Value ($000) $108 Shares 10,000 Est. Cost $7.91 Unrealized +16.3%
LIONBRIDGE TECHNOLOGIES INC 0.0%
Value ($000) $94 Shares 14,082 Est. Cost $2.91 Unrealized
BEBE STORES INC 0.0%
Value ($000) $83 Shares 13,500 Est. Cost $6.15 Unrealized
WESTERN ASSET MUN HI INCM FD 0.0%
Value ($000) $79 Shares 11,209 Est. Cost $6.76 Unrealized
KIDBQ KID BRANDS INC 0.0%
Value ($000) $71 Shares 23,000 Est. Cost $1.48 Unrealized -47.0%