Dalton Investments LLC Buys PG&E Corp, Sells 21Vianet Group Inc, GreenTree Hospitality Group, Ambev SA

Aug 18, 2020

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

ICICI Bank Ltd (IBN) - 2,155,107 shares, 14.56% of the total portfolio. Shares added by 8.92%
Genpact Ltd (G) - 409,825 shares, 10.89% of the total portfolio. Shares reduced by 3.32%
Infosys Ltd (INFY) - 1,037,587 shares, 7.29% of the total portfolio. Shares added by 11.44%
Cheniere Energy Inc (LNG) - 197,794 shares, 6.95% of the total portfolio.
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 buying

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