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Dalton Investments LLC Buys GreenTree Hospitality Group, Cognizant Technology Solutions Corp, Taiwan Semiconductor Manufacturing Co, Sells Cheniere Energy Inc, Contura Energy Inc, Teekay Corp

Santa Monica, CA, based Investment company Dalton Investments LLC buys GreenTree Hospitality Group, Cognizant Technology Solutions Corp, Taiwan Semiconductor Manufacturing Co, BEST Inc, 21Vianet Group Inc, China Biologic Products Holdings Inc, HDFC Bank, ExlService Holdings Inc, Infosys, FS KKR Capital Corp, Noah Holdings, Dr Reddy's Laboratories, Ambev SA, sells Cheniere Energy Inc, Contura Energy Inc, Teekay Corp, Himax Technologies Inc, Dorian LPG, China Online Education Group, Ambarella Inc, Micron Technology Inc, Midstates Petroleum Co Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Dalton Investments LLC. As of 2019Q1, Dalton Investments LLC owns 43 stocks with a total value of $229 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. Genpact Ltd (G) - 794,319 shares, 12.20% of the total portfolio. Shares added by 3.32%
  2. ICICI Bank Ltd (IBN) - 2,372,089 shares, 11.87% of the total portfolio. Shares added by 4.73%
  3. Cognizant Technology Solutions Corp (CTSH) - 374,485 shares, 11.85% of the total portfolio. Shares added by 22.86%
  4. Turquoise Hill Resources Ltd (TRQ) - 13,945,889 shares, 10.11% of the total portfolio. Shares added by 3.29%
  5. 21Vianet Group Inc (VNET) - 1,420,460 shares, 4.92% of the total portfolio. Shares added by 62.64%
New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Dalton Investments LLC initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $34.36 and $41.04, with an estimated average price of $38.11. The stock is now traded at around $42.83. The impact to a portfolio due to this purchase was 2.13%. The holding were 118,900 shares as of .

New Purchase: ExlService Holdings Inc (EXLS)

Dalton Investments LLC initiated holding in ExlService Holdings Inc. The purchase prices were between $50.47 and $64.39, with an estimated average price of $58.56. The stock is now traded at around $60.40. The impact to a portfolio due to this purchase was 1.44%. The holding were 55,000 shares as of .

New Purchase: HDFC Bank Ltd (HDB)

Dalton Investments LLC initiated holding in HDFC Bank Ltd. The purchase prices were between $95.74 and $115.91, with an estimated average price of $103.67. The stock is now traded at around $117.12. The impact to a portfolio due to this purchase was 1.44%. The holding were 28,400 shares as of .

New Purchase: Infosys Ltd (INFY)

Dalton Investments LLC initiated holding in Infosys Ltd. The purchase prices were between $9.47 and $11.06, with an estimated average price of $10.57. The stock is now traded at around $10.26. The impact to a portfolio due to this purchase was 1.4%. The holding were 293,000 shares as of .

New Purchase: FS KKR Capital Corp (FSK)

Dalton Investments LLC initiated holding in FS KKR Capital Corp. The purchase prices were between $5.18 and $6.59, with an estimated average price of $6.18. The stock is now traded at around $6.16. The impact to a portfolio due to this purchase was 1.39%. The holding were 526,656 shares as of .

New Purchase: Ambev SA (ABEV)

Dalton Investments LLC initiated holding in Ambev SA. The purchase prices were between $3.92 and $5.03, with an estimated average price of $4.59. The stock is now traded at around $4.38. The impact to a portfolio due to this purchase was 0.7%. The holding were 374,276 shares as of .

Added: GreenTree Hospitality Group Ltd (GHG)

Dalton Investments LLC added to a holding in GreenTree Hospitality Group Ltd by 316.58%. The purchase prices were between $11.11 and $13.84, with an estimated average price of $12.34. The stock is now traded at around $13.65. The impact to a portfolio due to this purchase was 2.83%. The holding were 616,923 shares as of .

Added: Cognizant Technology Solutions Corp (CTSH)

Dalton Investments LLC added to a holding in Cognizant Technology Solutions Corp by 22.86%. The purchase prices were between $61.1 and $74.5, with an estimated average price of $69.91. The stock is now traded at around $59.13. The impact to a portfolio due to this purchase was 2.2%. The holding were 374,485 shares as of .

Added: BEST Inc (BEST)

Dalton Investments LLC added to a holding in BEST Inc by 1366.06%. The purchase prices were between $4.11 and $6.59, with an estimated average price of $5.21. The stock is now traded at around $5.92. The impact to a portfolio due to this purchase was 2.1%. The holding were 986,656 shares as of .

Added: 21Vianet Group Inc (VNET)

Dalton Investments LLC added to a holding in 21Vianet Group Inc by 62.64%. The purchase prices were between $7.78 and $10.13, with an estimated average price of $8.95. The stock is now traded at around $7.74. The impact to a portfolio due to this purchase was 1.89%. The holding were 1,420,460 shares as of .

Added: China Biologic Products Holdings Inc (CBPO)

Dalton Investments LLC added to a holding in China Biologic Products Holdings Inc by 51.09%. The purchase prices were between $73.78 and $91.25, with an estimated average price of $81.72. The stock is now traded at around $92.70. The impact to a portfolio due to this purchase was 1.54%. The holding were 113,851 shares as of .

Added: Noah Holdings Ltd (NOAH)

Dalton Investments LLC added to a holding in Noah Holdings Ltd by 56.10%. The purchase prices were between $42.26 and $59.75, with an estimated average price of $48.46. The stock is now traded at around $48.50. The impact to a portfolio due to this purchase was 1.01%. The holding were 132,451 shares as of .

Sold Out: Ambarella Inc (AMBA)

Dalton Investments LLC sold out a holding in Ambarella Inc. The sale prices were between $34.37 and $44.39, with an estimated average price of $39.44.



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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