Dalton Investments LLC Buys Infosys, Cheniere Energy Inc, Niu Technologies, Sells America Movil SAB de CV, 21Vianet Group Inc, China Biologic Products Holdings Inc

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May 15, 2020
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Santa Monica, CA, based Investment company Dalton Investments LLC (Current Portfolio) buys Infosys, Cheniere Energy Inc, Niu Technologies, New Oriental Education & Technology Group Inc, United Airlines Holdings Inc, sells America Movil SAB de CV, 21Vianet Group Inc, China Biologic Products Holdings Inc, Jefferies Financial Group Inc, Ambev SA during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Dalton Investments LLC. As of 2020Q1, Dalton Investments LLC owns 43 stocks with a total value of $129 million. These are the details of the buys and sells.

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) - 1,978,675 shares, 13.03% of the total portfolio. Shares reduced by 7.63%
  2. Genpact Ltd (G) - 423,889 shares, 9.59% of the total portfolio. Shares added by 7.13%
  3. 21Vianet Group Inc (VNET) - 804,480 shares, 8.64% of the total portfolio. Shares reduced by 33.05%
  4. Momo Inc (MOMO) - 463,147 shares, 7.78% of the total portfolio. Shares added by 2.03%
  5. GreenTree Hospitality Group Ltd (GHG) - 767,497 shares, 6.52% of the total portfolio. Shares reduced by 7.44%
New Purchase: Niu Technologies (NIU)

Dalton Investments LLC initiated holding in Niu Technologies. The purchase prices were between $6.17 and $9.98, with an estimated average price of $8.46. The stock is now traded at around $8.86. The impact to a portfolio due to this purchase was 2.48%. The holding were 458,700 shares as of .

New Purchase: United Airlines Holdings Inc (UAL)

Dalton Investments LLC initiated holding in United Airlines Holdings Inc. The purchase prices were between $21.28 and $89.74, with an estimated average price of $67.03. The stock is now traded at around $20.30. The impact to a portfolio due to this purchase was 1.32%. The holding were 54,156 shares as of .

New Purchase: Kinder Morgan Inc (KMI)

Dalton Investments LLC initiated holding in Kinder Morgan Inc. The purchase prices were between $9.98 and $22.24, with an estimated average price of $19.15. The stock is now traded at around $14.84. The impact to a portfolio due to this purchase was 1.03%. The holding were 95,992 shares as of .

New Purchase: Teva Pharmaceutical Industries Ltd (TEVA)

Dalton Investments LLC initiated holding in Teva Pharmaceutical Industries Ltd. The purchase prices were between $6.69 and $13.45, with an estimated average price of $10.27. The stock is now traded at around $10.97. The impact to a portfolio due to this purchase was 0.8%. The holding were 114,723 shares as of .

New Purchase: Bausch Health Companies Inc (BHC)

Dalton Investments LLC initiated holding in Bausch Health Companies Inc. The purchase prices were between $12.98 and $30.25, with an estimated average price of $24.35. The stock is now traded at around $15.95. The impact to a portfolio due to this purchase was 0.7%. The holding were 57,957 shares as of .

New Purchase: Cumulus Media Inc (CMLS)

Dalton Investments LLC initiated holding in Cumulus Media Inc. The purchase prices were between $4.5 and $17.57, with an estimated average price of $12.16. The stock is now traded at around $3.37. The impact to a portfolio due to this purchase was 0.59%. The holding were 141,104 shares as of .

Added: Infosys Ltd (INFY)

Dalton Investments LLC added to a holding in Infosys Ltd by 159.15%. The purchase prices were between $6.94 and $11.41, with an estimated average price of $10.09. The stock is now traded at around $8.68. The impact to a portfolio due to this purchase was 3.64%. The holding were 931,087 shares as of .

Added: Cheniere Energy Inc (LNG)

Dalton Investments LLC added to a holding in Cheniere Energy Inc by 112.30%. The purchase prices were between $29.82 and $66, with an estimated average price of $51.7. The stock is now traded at around $41.78. The impact to a portfolio due to this purchase was 2.71%. The holding were 197,794 shares as of .

Added: New Oriental Education & Technology Group Inc (EDU)

Dalton Investments LLC added to a holding in New Oriental Education & Technology Group Inc by 110.16%. The purchase prices were between $103.85 and $141.76, with an estimated average price of $128.59. The stock is now traded at around $119.92. The impact to a portfolio due to this purchase was 2.33%. The holding were 53,037 shares as of .

Added: ExlService Holdings Inc (EXLS)

Dalton Investments LLC added to a holding in ExlService Holdings Inc by 40.03%. The purchase prices were between $42.8 and $79.6, with an estimated average price of $68.38. The stock is now traded at around $54.40. The impact to a portfolio due to this purchase was 0.95%. The holding were 82,562 shares as of .

Added: WNS (Holdings) Ltd (WNS)

Dalton Investments LLC added to a holding in WNS (Holdings) Ltd by 60.88%. The purchase prices were between $34.55 and $75.16, with an estimated average price of $64.38. The stock is now traded at around $40.68. The impact to a portfolio due to this purchase was 0.64%. The holding were 51,000 shares as of .

Added: HDFC Bank Ltd (HDB)

Dalton Investments LLC added to a holding in HDFC Bank Ltd by 42.77%. The purchase prices were between $29.96 and $63.7, with an estimated average price of $54.15. The stock is now traded at around $37.59. The impact to a portfolio due to this purchase was 0.43%. The holding were 48,070 shares as of .

Sold Out: America Movil SAB de CV (AMX)

Dalton Investments LLC sold out a holding in America Movil SAB de CV. The sale prices were between $11.47 and $18, with an estimated average price of $15.67.

Sold Out: China Biologic Products Holdings Inc (CBPO)

Dalton Investments LLC sold out a holding in China Biologic Products Holdings Inc. The sale prices were between $107.93 and $117.44, with an estimated average price of $114.97.

Sold Out: Blue Capital Reinsurance Holdings Ltd (BCRHF)

Dalton Investments LLC sold out a holding in Blue Capital Reinsurance Holdings Ltd. The sale prices were between $0.87 and $7.2, with an estimated average price of $6.82.



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