What Jhunjhunwala, Kedia, Kacholia & other top investors bought and sold in Q2

Several well-known Dalal Street investors made notable portfolio adjustments during the September quarter, increasing stakes in select companies while reducing exposure in others based on their latest shareholding filings.

This compilation, sourced by ET Bureau citing Primeinfobase.com, tracks stake changes made by prominent investors including Akash Bhanshali, Rakesh Jhunjhunwala (estate), Ashish Kacholia, Anil Goel, Mukul Agrawal, Nemish Shah, Vijay Kedia and Madhusudan Kela.

Raised stake in: Gujarat Fluorochemicals, Sudarshan Chemical, One 97 Communications, Laurus Labs, Amber Enterprises

Reduced stake in: Ramkrishna Forgings, Schneider Electric Infra, Inox Wind, Welspun Living, Natco Pharma, Shilpa Medicare, Genus Power, Dilip Buildcon, PDS, Styrenix Performance Materials, GeeCee Ventures, Praxis Home, Vaxson Engineers, Greenlam Industries

Raised stake in: Metro Brands, Star Health & Allied Insurance Co., Tata Motors, Fortis Healthcare, Canara Bank, Escorts Kubota, Bazaar Style Retail

Reduced stake in: Titan, Inventurus Knowledge, Concord Biotech, Indian Hotels, CRISIL, NCC, Jubilant Pharmova, Karur Vysya Bank, Tata Communications, VA Tech Wabag, Wockhardt, Valor Estate, Jubilant Ingrevia, Aptech, Geojit Financial Services, Sundrop Brands, Raghav Productivity Enhancers

Raised stake in: Shaily Engineering, Safari Industries, Man Industries, Knowledge Marine, Stove Kraft, Vikram Engineering, SG Finserve, Brand Concepts, Gujarat Apollo

Reduced stake in: Balu Forge, Zaggle Prepaid, Xpro India, Carysil, Yasho Industries, Fineotex Chemical, Faze Three, Agarwal Industrial, Aeroflex Industries, Walchandnagar Industries, Jyoti Structures, Acuatas Chemicals, Awfis Space, NIIT Learning

Raised stake in: L.G. Balakrishnan, Kamat Hotels

Reduced stake in: KRBL, Triveni Engineering, TCPL Packaging, Dalmia Bharat, Karnataka Bank, Vardhman Holdings, Dhampur Bio, Avadh Sugar, Sporting India, Uttam Sugar Mills, Nahar Spinning Mills, Magadh Sugar, Sarla Performance, Ganesh Benzoplast, Panama Petrochem, Precot, Nahar Capital, Nahar Poly Films, DCM Nouvelle, Dhunseri Tea, DCM, Star Paper Mills

Raised stake in: Neuland Lab, Radico Khaitan, Zota Health Care, Dishman Carbogen, Onesource Speciality, Sarda Energy, Kingfa Science, IFB Industries, Yatharth Hospital, Ajmera Realty, Sirca Paints, Indian Metals & Ferro Alloys, Protean EGov, Prakash Industries, Tatva Chintan, Infobeans Tech, Hind Rectifiers, Bella Casa, Ravindra Energy, Laxmi India Finance, Vikran Engineering, N.R. Agarwal Industries, Kilitch Drugs

Reduced stake in: Nuvama Wealth, PTC Industries, Deepak Fertilisers, Intellect Design, MPS, LT Foods, Capacite Infraprojects, J&K Bank, J. Kumar Infraprojects, KDDL, PDS, Valor Estate, Pearl Global, Raymond Lifestyle, Strides Pharma, KRN Heat Exchanger, Indo Count, Surya Roshni, Arman Financial, Lux Industries, Apollo Pipes, AYM Syntex, Wendt (India), Allcargo Gati, West Coast Paper Mills, Suryoday Small Finance Bank, Theo Engineering, Vidhi Specialty Food, Jasnoplast Pharma, Stanley Lifestyles, Prakash Pipes, Tracxn Tech, BSE, Sula Vineyards, Mitcon Consultancy, Raghav Productivity

Reduced stake in: Alkyl Amines Chemicals, Sonata Software, EIH Associated Hotels

No new additions recorded in Kothari’s portfolio

Raised stake in: M&M Financial Services, Religare Enterprises, AGI Greenpac, Northern Arc Capital, Bluspring Enterprises

Reduced stake in: IDFC First Bank, Equitas Small Finance Bank, Quest Corp, RPSG Ventures, Digitide Solutions, Dish TV India, Palred Technologies, Greenlam Industries, Glenmark Pharmaceuticals

Raised stake in: LMW, Asahi India Glass

Reduced stake in: Elgi Equipments, Bannari Amman Sugars, Zodiac Clothing, Vascon Engineers

Raised stake in: Atul Auto, Neuland Lab, Sudarshan Chemical, Yatharth Hospital, Mahindra Holidays, Global Vectra

Reduced stake in: Elecon Engineering, Vaibhav Global, Repro India, OM Infra, Siyaram Silk Mills, Precision Camshafts, Affordable Robotic

Raised stake in: Choice International, Rashi Peripherals, SG Finserve, IRIS Business, Unicommerce eSolutions

Reduced stake in: Windsor Machines, Prataap Snacks, Nazara Tech, Sangam (India), Indostar Capital, Bombay Dyeing, Repro India, Kopran


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