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	$38,870 24.13% of portfolio	1	1	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$36,120 22.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology G INFY TASK CTSH EXLS 5 stocks	$34,299 21.29% of portfolio	3	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA ON MU 3 stocks	$21,341 13.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy TTE 1 stocks	$5,253 3.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy LNG 1 stocks	$5,038 3.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHRD EPSN AMPY 3 stocks	$4,333 2.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare RDY 1 stocks	$3,938 2.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3,407 2.12% of portfolio	-	-	-	-	0 Calls 0 Puts

Computer Hardware \| Technology ANET 1 stocks	$3,276 2.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FRSH 1 stocks	$2,034 1.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials TX 1 stocks	$1,738 1.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare IMCR 1 stocks	$650 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services ZG 1 stocks	$478 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical LAD 1 stocks	$300 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts

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