Portfolio of Raiffeisen Capital Management in India

This post is a continuation of my coat tailing series (see here)

Raiffeisen Capital Management is a well known German Asset Management Company.

Their portfolio in India as on 31 Dec 2012 as per stock exchange filings is given below:

Company Name # of Shares %
Geodesic 1059200 1.17
Apar Inds 1000000 2.6

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Portfolio of Abhishek Dalmia

This post is in continuation of my coat tailing series (see here)

Abhishek Dalmia is a well known value investor and promoter of Revathi Equipment.

His holding company is called Avalokiteshvar Valinv Ltd and he invests using this entity.

His portfolio as per stock exchange filings as on Dec 2012 is given below:

Company # of Shares %
Revathi Equipments 1428860 46.59
Rajratan Global Wire 625200 14.37
Ambika Cotton Mills 93890 1.6
KNR Construction 372084 1.32

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Portfolio of Creador

This post is in continuation of my coat tailing series (see here).

Creador is a well known private equity firm with investments in India, Indonesia and Malaysia.

Their portfolio as on Dec 2012 as per stock exchange filings is given below:

Company  Name Entity # of Shares %
Chola. Invest & Fin. Creador 1 LLC 6627727 5

They also have investments in Repco Home Finance (discussed here)

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Portfolio of Clearwater Capital

This post is in continuation of my coat tailing series (see here)

Clearwater Capital is one of the largest private equity firms in the world

They were recently in the news for offloading their stake in Sayaji Hotels.

Their portfolio in India as on Dec 2012 as per stock exchange filings is given below:

Company Name Entity Name # of Shares %
Adhunik Metaliks Clearwater Capital Partners Cyprus Ltd 5463180 4.42
Diamond Power Infra Clearwater Capital Partners Cyprus Ltd 3248161 8.73
Dolphin Offshore Ent Clearwater Cap Partners Cyprus Ltd 194749 1.16
Dolphin Offshore Ent Clearwater Cap Partners Cyprus Ltd 658313 3.92
Dolphin Offshore Ent Clearwater Capital  Partners Clo I Pte Ltd 809037 4.82
Flexituff International Clearwater Capital Partner Cyprus Ltd 2236592 10.28
Jamna Auto Inds. Clearwater Capital Partners ( Cyprus ) Ltd 9614147 24.34
Jamna Auto Inds. Clearwater Capital Partners Singapore Fund III Pvt Ltd 1578947 4
Kamat Hotels (India) Clearwater Capital Partners Cyprus Ltd 3941803 20.64
Lyka Labs Clearwater Capital Partners Cyprus Ltd 1650000 7.65
Oricon Enterprises Clearwater Capital Partners Singapore Fund III Pvt Ltd 10900000 10.63
Sayaji Hotels Clearwater Capital Partners Cyprus Ltd 4757891 27.16

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Portfolio of Edelweiss

This post is in continuation of my coat tailing series (see here)

Edelweiss is a well known entity in Indian Capital Markets.

Their portfolio as per stock exchanges websites as on Sept/Dec end 2012 is shown below:

Company Name Quarter End Entity # of Shares %
Regency Trust 201209 Edelweiss Financial Advisors Ltd 161116 1.61
Bilpower 201209 Edelweiss Financial Adviosrs Ltd 187353 1.78
Trijal Industries 201209 Edelweiss Securities Ltd 89264 1.78
Orbit Corporation 201209 Edelweiss Securities Ltd 1184469 1.04
Mandhana Industries 201209 Edelweiss Securities Ltd 521554 1.57
Timbor Home 201209 Edelweiss Financial Advisors 154713 1.05
Chordia Food Prod 201212 Edelweiss Financial Advisors Ltd 35774 1.2
In House Productions 201212 Edelweiss Financial Advisors Ltd 104120 2.19
Aftek 201212 Edelweiss Financial Advisors Ltd 1372015 1.25
Intellvisions Soft 201212 Edelweiss Securities Ltd 100455 1.44
BS Ltd 201212 Edelweiss Securities Ltd 405386 1.85

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