Dolly Khanna cuts stake in two underperformers, buys more shares of this stock

She exited Goa Carbons by the end of the September 2022 quarter, after two quarters of picking a stake in the company. Khanna trimmed her stake in the previous quarter to below 1 per cent.
Khanna held 98,637shares or 1.08 per cent stake in the company as of June 30, 2022. Her name was in the key shareholders at the end of March quarter when she picked up 1,26,117 shaes or 1.38 per cent stake.

Goa Carbon is an Indian petrochemical company engaged in the manufacture and sale of Calcined Petroleum Coke. It is the second-larges
t producer of Calcined Petroleum Coke in India.

Shares of Goa Carbon have dropped about 25 per cent in the last six months, and delivered a return of 10 per cent in the last year.
All listed companies are obliged to release their shareholdings every quarter, which includes the names of investors and entities which hold one per cent or more in the company.

Aries Agro, a smallcap fertilizers company, is another counter where the veteran investor has trimmed her stake again. She has been holding the counter since June 2021 quarter but has gradually decreased her stake in the company.

Khanna sold more than 19,000 shares during the July to September period to hold 1,43,502 shares or 1.10 per cent stake in the company. She held 1,62,558 or 1.25 per cent as of June 30, 2022.
Shares of the nitrogenous fertilizer manufacturing company have tumbled about 15 per cent in the last six months, whereas it is 10 per cent down on a year-to-date basis.

On the contrary, the seasoned investor increased her stake in Talbros Automotive Components during the September 2022 quarter.

Khanna held 1,50,215 shares in the company as of September 30, 2022, 15,000 shares more than she owned a quarter ago. She held 1,35,215 shares of the company as of June 30, 2022.

Talbros Automotive Components is engaged in manufacturing gaskets. It operates in two segments--auto components and parts and information technology activities and has delivered 70 per cent returns in the past year.

According to Trendlyne data, Dolly Khanna publicly holds 25 stocks worth over Rs 510.4 crore as per the latest corporate shareholdings filed so far.