Dalton Investments LLC Portfolio Holdings by Sector

Dalton Investments LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services IBN HDB 2 stocks	$45,851 31.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$34,291 23.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CTSH G 2 stocks	$30,060 20.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$21,426 14.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EPSN CHRD AMPY 3 stocks	$3,417 2.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare RDY 1 stocks	$3,094 2.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy LNG 1 stocks	$2,859 1.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$2,227 1.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FRSH 1 stocks	$1,793 1.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials TX 1 stocks	$709 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts

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