Dalton Investments LLC Portfolio Holdings by Sector

Dalton Investments LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology G INFY TASK CTSH GLOB EXLS 6 stocks	$42,228 25.61% of portfolio	3	2	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN HDB 2 stocks	$40,608 24.63% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$28,623 17.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA ON MU 3 stocks	$27,628 16.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy LNG 1 stocks	$5,618 3.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$4,337 2.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare RDY 1 stocks	$4,266 2.59% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHRD EPSN AMPY 3 stocks	$3,777 2.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3,484 2.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FRSH 1 stocks	$1,885 1.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$1,083 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials TX 1 stocks	$1,021 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical LAD 1 stocks	$317 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts

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