Dalton Investments LLC Portfolio Holdings by Sector

Dalton Investments LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Information Technology Services \| Technology CTSH G TASK GLOB 4 stocks	$45,570 31.27% of portfolio	3	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN HDB 2 stocks	$42,522 29.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$23,523 16.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$21,426 14.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EPSN CHRD AMPY 3 stocks	$3,595 2.47% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy LNG 1 stocks	$2,763 1.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare RDY 1 stocks	$2,715 1.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FRSH 1 stocks	$1,697 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1,188 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials TX 1 stocks	$734 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts

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