Mohnish Pabrai - Dalal Street 13F Activity & Position Changes (Q3 2020)
According to the SEC 13F filed on Nov 13, 2020, the Dalal Street portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2020, the filing reported:
New Buys - None reported
Increases - Micron Technology, Inc.
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2020
|
MU
Micron Technology, Inc.
|
Buy |
+74
|