Latest Stock Picks of Celebrity Investors

Here we track the latest buys and sales and portfolios of famous investors
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Srilata Rao
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Latest Stock Picks of Celebrity Investors

Post by Srilata Rao » Sat May 16, 2020 8:33 am

Here are the latest stock picks of Ashish Kacholia, Rakesh Jhunjhunwala, Anil Kumar Goel and Dolly Khanna.

These investors used the fall in the stock market to rebalance their portfolios.

Rakesh Jhunjhunwala raised his holding in Federal Bank to 60,321,060 shares, or 3.08 per cent stake, by the end of March quarter from 56,821,069 shares, or 2.90 per cent stake, in the previous quarter.

He reduced his holding in Firstsource Solutions to 2.06 per cent from 2.78 per cent.

Rakesh Jhunjhunwala also increased his stake in Orient Cement and Crisil, while his holdings remained unchanged in Fortis Healthcare, NCC, Edelweiss Financial Services and Man Infraconstruction.

Jhunjhunwala and his wife Rekha Jhunjhunwala cut stake in their largest holding, Titan Company to 5.53 per cent from 6.69 per cent at the end of 2019.

Rakesh Jhunjhunwala held over 1 per cent stake in nearly 30 companies as of December 31, 2019.

Ashish Kacholia increased his holding in Birlasoft from 1.99 per cent to 2.35 per cent.

He also raised his stake in Pushpak from 1.19 per cent to 1.38 per cent and in Apollo Pipes from 3.52 per cent to 3.58 per cent.
He marginally increased stake in Mastek to 2.89 per cent from 2.87 per cent, but maintained status quo in Vaibhav Global, KPIT Technologies and Majesco.

He appears to have sold off GHCL. Earlier, Ashish Kacholia had held 1.63 per cent stake in GHCL.

His other key holdings include CHD Developers, NOCIL, DCM Foods and Poly Medicare.

Dolly Khanna’s shareholding in Muthoot Capital fell below 1 per cent because she sold off some shares in the NBFC.

In earlier quarters, she had held .13 per cent stake in Muthoot Capital.

Dolly Khanna also holds shares in Rain Industries, NOCIL, Nilkamal and Butterfly Gandhimathi Appliances.

Anil Kumar Goel holds shares in Uttam Sugar Mills and Star Paper Mills. These remained unchanged at 4.75 per cent and 1.98 per cent, respectively.

But he cut his stake in Thirumalai Chemicals from 2.26 per cent to 1.08 per cent, and in Cosmo Films from 3.11 per cent to 3.06 per cent.

The PMS Fund of Mohnish Pabrai, namely The Pabrai Investment Fund IV, increased holding in Edelweiss Financial Services to 1.4 per cent from 1.12 per cent.

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