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Dalton Investments LLC Buys PG&E Corp, Sells 21Vianet Group Inc, GreenTree Hospitality ...
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Santa Monica, CA, based Investment company Dalton Investments LLC (Current Portfolio) buys PG&E Corp, sells 21Vianet Group Inc, GreenTree Hospitality Group, Ambev SA, Noah Holdings, Niu Technologies during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Dalton Investments LLC. As of 2020Q2, Dalton Investments LLC owns 42 stocks with a total value of $137 million. These are the details of the buys and sells.

  • New Purchases: PCG,

  • Added Positions: IBN, INFY, EDU,

  • Reduced Positions: VNET, GHG, MOMO, NOAH, NIU, G, TX, GDS,

  • Sold Out: ABEV,


For the details of Dalton Investments LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/dalton+investments+llc/current-portfolio/portfolio

These are the top 5 holdings of Dalton Investments LLC

  1. ICICI Bank Ltd (IBN) - 2,155,107 shares, 14.56% of the total portfolio. Shares added by 8.92%

  2. Genpact Ltd (G) - 409,825 shares, 10.89% of the total portfolio. Shares reduced by 3.32%

  3. Infosys Ltd (INFY) - 1,037,587 shares, 7.29% of the total portfolio. Shares added by 11.44%

  4. Cheniere Energy Inc (LNG) - 197,794 shares, 6.95% of the total portfolio.

  5. 21Vianet Group Inc (VNET) - 334,320 shares, 5.80% of the total portfolio. Shares reduced by 58.44%

New Purchase: PG&E Corp (PCG)

Dalton Investments LLC initiated holding in PG&E Corp. The purchase prices were between $7.93 and $12.57, with an estimated average price of $10.9. The stock is now traded at around $9.36. The impact to a portfolio due to this purchase was 1.29%. The holding were 200,000 shares as of .

Sold Out: Ambev SA (ABEV)

Dalton Investments LLC sold out a holding in Ambev SA. The sale prices were between $1.94 and $3, with an estimated average price of $2.36.



Here is the complete portfolio of Dalton Investments LLC. Also check out:

1. Dalton Investments LLC's Undervalued Stocks

2. Dalton Investments LLC's Top Growth Companies, and

3. Dalton Investments LLC's High Yield stocks

4. Stocks that Dalton Investments LLC keeps buyingThis article first appeared on GuruFocus.


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