Categories
CoatTailing

Top 5 Holdings of Malabar India Fund

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Malabar India Fund is a well known FII investor in the Indian markets known for its picks in the mid-cap/small cap space

Its top 5 investments in India as on 31 Dec,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity % Value (In Crores)
Avanti Feeds Limited AVANTIFEED MALABAR INDIA FUND LIMITED 3.34 117.87
La Opala RG Limited LAOPALA MALABAR INDIA FUND LTD 2.35 70.34
Mayur Uniquoters Ltd MAYURUNIQ Malabar India Fund Limited 3.96 69.79
CCL Products (India) Limited CCL MALABAR INDIA FUND LIMITED 1.48 66.72
Cera Sanitaryware Limited CERA MALABAR INDIA FUND LIMITED 1.68 63.95
Categories
CoatTailing

Portfolio of Westbridge Capital

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Westbridge Capital is a prominent PE firm which invests via its investment arm Jwalamukhi Investments.Their significant listed portfolio holdings as on 30 Sept,2016 as per stock exchanges is as given below:

Company Name NSE Symbol OR BSE CODE Entity Name Date End # of Shares % Value (Rs Crores)
AIA Engineering Limited AIAENG Jwalamukhi Investments Holdings 201609 1635000 1.73 211.37
CEAT Limited CEATLTD Jwalamukhi Investment Holding 201609 1820944 4.5 221.13
CEAT Limited CEATLTD Westbridge Crossover Fund, Lic 201609 1421375 3.51 172.6
Cera Sanitaryware Limited CERA JWALAMUKHI INVESTMENT HOLDINGS 201609 417465 3.21 108.29
DFM Foods Ltd 519588 WESTBRIDGE CROSSOVER FUND LLC 201609 1495251 14.95 328.95
DFM Foods Ltd 519588 HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201606 995166 9.95 218.93
Dr. Lal Path Labs Ltd. LALPATHLAB Westbridge Crossover Fund, Llc (Foreign Company) 201609 10641846 12.86 1253.66
Greenlam Industries Limited GREENLAM JWALAMUKHI INVESTMENT HOLDINGS 201609 1260287 5.22 90.99
Greenlam Industries Limited GREENLAM WESTBRIDGE CROSSOVER FUND, LLC 201609 1901342 7.88 137.28
Greenply Industries Limited GREENPLY JWALAMUKHI INVESTMENT HOLDINGS 201609 11884420 9.69 344.71
Greenply Industries Limited GREENPLY WESTBRIDGE CROSSOVER FUND, LLC 201609 3639875 2.97 105.57
Hatsun Agro Product Limited HATSUN Jwalamukhi Investment Holdings 201609 1856404 1.22 64.32
Kajaria Ceramics Limited KAJARIACER JWALAMUKHI INVESTMENT HOLDINGS 201609 4335405 5.46 269.12
Kajaria Ceramics Limited KAJARIACER WESTBRIDGE CROSSOVER FUND LLC 201609 5885420 7.41 365.34
La Opala RG Limited LAOPALA JWALAMUKHI INVESTMENT HOLDINGS 201609 1423417 2.56 79.43
La Opala RG Limited LAOPALA WESTBRIDGE CROSSOVER FUND LLC 201609 2512340 4.53 140.2
Mayur Uniquoters Ltd MAYURUNIQ Jwalamukhi Investment Holdings 201609 1805980 3.9 78.51
Mayur Uniquoters Ltd MAYURUNIQ Westbridge Crossover Fund, LLC 201609 2972000 6.42 129.21
Prestige Estates Projects Limited PRESTIGE Jwalamukhi Investment Holdings 201609 18089884 4.82 350.76
Relaxo Footwears Limited RELAXO JWALAMUKHI INVESTMENT HOLDINGS 201609 2418441 2.01 103.1
TVS Motor Company Limited TVSMOTOR JWALAMUKHI INVESTMENT HOLDINGS 201609 20725563 4.36 839.39
V-Mart Retail Limited VMART JWALAMUKHI INVESTMENT HOLDINGS 201609 1788102 9.9 92.72
Categories
CoatTailing

Portfolio of Malabar India Fund

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Malabar India Fund is a well known FII investor in the Indian markets known for its picks in the mid-cap/small cap space

Its investments in India aggregating around Rupees 300 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

 

Company Name NSE Symbol/BSE Code Entity # of Shares % Date End Value (In Crores)
Ador Fontech Ltd 530431 MALABAR INDIA FUND LTD 842999 4.82 201509 8.35
Adi Finechem Ltd ADI MALABAR INDIA FUND LTD 538043 3.9 201509 12.81
Avanti Feeds Ltd AVANTIFEED MALABAR INDIA FUND LIMITED 250348 2.76 201509 9.59
Cera Sanitaryware Ltd CERA MALABAR INDIA FUND LIMITED 192401 1.48 201509 34.63
Gandhi Special Tubes Ltd GANDHITUBE MALABAR INDIA FUND LIMITED 311280 2.12 201509 7.63
Indian Terrain Fashions Ltd INDTERRAIN MALABAR INDIA FUND LTD 301855 4.2 201509 3.68
Kewal Kiran Clothing Ltd KKCL Malabar India Fund Limited 193211 1.57 201509 39.99
La Opala RG Ltd LAOPALA Malabar India Fund Ltd. 1223277 2.2 201509 67.65
Mayur Uniquoters Ltd MAYURUNIQ MALABAR INDIA FUND LTD 1721863 3.72 201509 73.01
Orient Refractorties Ltd ORIENTREF Malabar India Fund Limited 2136513 1.78 201509 16.88
Suprajit Engineering Ltd SUPRAJIT MALABAR INDIA FUND LIMITED 1850817 1.54 201509 23.88
Vaibhav Global Ltd VAIBHAVGBL MALABAR INDIA FUND LIMITED 473406 1.46 201509 20.83
Categories
CoatTailing

Portfolio of Malabar India Fund

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Malabar India Fund is a well known fund investing in the small/midcap space in India.

Their significant holdings in India as on 31 Dec,2014 as per Stock Exchanges is given below:

Company Symbol Entity Name Date End # of Shares % Value (In Crores)
ADOR FONTECH LTD 530431 Malabar India Fund Limited 201412 420435 2.4 4.2
Gandhi Special Tubes Limited GANDHITUBE Malabar India Fund Limited 201412 311280 2.12 8.01
Kewal Kiran Clothing Limited KKCL Malabar India Fund Limited 201412 210887 1.71 39.33
La Opala RG Limited LAOPALA MALABAR INDIA FUND LTD 201412 1207030 2.17 46.07
Mayur Uniquoters Ltd MAYURUNIQ MALABAR INDIA FUND LIMITED 201412 935959 2.16 42.03
Orient Refractories Limited ORIENTREF Malabar India Fund Limited 201412 1967268 1.64 19.19
Suprajit Engineering Limited SUPRAJIT MALABAR INDIA FUND LTD 201412 1750817 1.46 23.38
Categories
CoatTailing

Portfolio of Westbridge Capital

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Westbridge Capital is a prominent PE firm which invests via its investment arm Jwalamukhi Investments.Their significant listed portfolio holdings as on 30 Sept,2014 as per stock exchanges is as given below:

Symbol Entity Date End # of Shares % Value In Crores
AIAENG HSBC Bank (Mauritius) Ltd. A/c Jwalamukhi Investment Holdings 201409 2670000 2.83 239.1
ASHIANA HSBC BANK (MAURITIUS) LTD A/C – JWALAMUKHI INVESTMENTHOLDINGS 201409 2642587 2.84 58.13
ASTRAL HSBC BANK (MAURITIUS) LTD A/C JWALAMUKHI INV 201409 11162284 9.93 433.26
BAJAJELEC HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 1677732 1.67 46.77
CERA HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 1122769 8.87 188.14
CHOLAFIN HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 3122828 2.18 150.04
DFM FOODS Westbridge Crossover Fund LLC 201409 1495251 14.95 51.58
DFM FOODS HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 995166 9.95 34.33
GREENPLY HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 2376884 9.85 237.51
HATSUN HSBC BANK (MAURITIUS) LTD A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 1326003 1.23 39.83
KAJARIACER HSBC BANK (MAURITITUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLD 201409 6321005 8.36 391.24
KAJARIACER WESTBRIDGE CROSSOVER FUND, LLC 201409 2000000 2.65 123.79
LAOPALA WESTBRIDGE CROSSOVER FUND LLC 201409 2512340 4.53 87.83
MAYURUNIQ HSBC BANK (MAURITUS) LIMITED(JAWALAMUKHI INVESTMENT HOLDINGS 201409 1805980 4.17 75.63
PRESTIGE HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201406 13370583 3.57 315.41
SUPREMEIND HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENTS HOLDINGS 201409 3051469 2.40 186
VMART Hsbc Bank (Mauritius) Limited. A/C Jwalamukhi Investment Holdings 201409 1788102 9.93 103.11