Ownership history in Dalton Investments, Inc. Β· 5 quarters on record
This page tracks every 13F SEC filing in which Dalton Investments, Inc. reported a position in EXPAND ENERGY CORPORATION (EXEEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Dalton Investments, Inc. outperformed the S&P 500 by +0.2% annually on this EXEEL position. Average cost basis: $91.71. Maximum drawdown during holding period: β15.2%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
4 quarters analyzed
Best entry: $86.50 (2024 Q4) Β· Worst: $99.65 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 0 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.4% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size