Category: CoatTailing

Categories
CoatTailing

Portfolio of Steadview 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

Steadview Capital is a well known FII known for its investments in the midcap space.

Its significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Astral Poly Technik Limited ASTRAL STEADVIEW CAPITAL MAURITIUS LIMITED 201603 4418624 3.69 194.33
Cera Sanitaryware Limited CERA STEADVIEW CAPITAL MAURITIUS LIMITED 201603 236655 1.82 48.75
Kajaria Ceramics Limited KAJARIACER STEADVIEW CAPITAL MAURITIUS LIMITED 201603 1549412 1.95 162.44
La Opala RG Limited LAOPALA STEADVIEW CAPITAL MAURITIUS LTD 201603 2392036 4.31 137.1
Page Industries Limited PAGEIND STEADVIEW CAPITAL MAURITIUS LIMITED 201603 416028 3.73 539.68
Shriram City Union Finance Limited SHRIRAMCIT Steadview Capital Mauritius Limited 201603 1087799 1.65 182.1
Strides Shasun Limited STAR STEADVIEW CAPITAL MAURITIUS LIMITED 201603 1464829 1.64 166.16
V-Guard Industries Limited VGUARD STEADVIEW CAPITAL MAURITIUS LIMITED 201603 1054131 3.5 125.19

badge

Categories
CoatTailing

Portfolio of Anil Kumar Goel

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

Anil Kumar Goel is a well known investor in the Indian stock markets, especially in the mid-cap/small-cap space

His investments (and his wife Seema’s investments) on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Bharat Gears Limited BHARATGEAR ANIL KUMAR GOEL 201603 233000 2.98 1.91
Cosmo Films Limited COSMOFILMS Anil Kumar Goel 201603 665000 3.42 24.54
DCM  Limited DCM Anil Kumar Goel 201603 178000 1.02 1.76
GRP Limited GRPLTD ANIL KUMAR GOEL 201603 20600 1.55 2.23
IG Petrochemicals Limited IGPL ANIL KUMAR GOEL 201603 550000 1.79 7.38
JBM Auto Limited JBMA ANIL KUMAR GOEL 201603 748000 1.83 12.08
KRBL Limited KRBL SEEMA GOEL 201603 2520000 1.07 64.46
KRBL Limited KRBL ANIL KUMAR GOEL 201603 8840000 3.76 226.13
LG Balakrishnan & Bros Limited LGBBROSLTD ANIL KUMAR GOEL 201603 255000 1.62 11.71
MM Forgings Limited MMFL ANIL KUMAR GOEL 201603 175000 1.45 8.34
Munjal Showa Limited MUNJALSHOW ANIL KUMAR GOEL 201603 485000 1.21 8.81
Oriental Carbon & Chemicals Limited OCCL ANIL KUMAR GOEL 201603 158000 1.53 7.54
Panama Petrochem Limited PANAMAPET ANIL KUMAR GOEL 201603 590000 2.1 4.14
PPAP Automotive Limited PPAP Anil Kumar Goel 201603 365000 2.61 5.07
PPAP Automotive Limited PPAP Seema Goel 201603 180000 1.29 2.5
Precot Meridian Limited PRECOT Anil Kumar Goel 201603 326100 2.72 1.43
Rane Holdings Limited RANEHOLDIN ANIL KUMAR GOEL 201603 225000 1.58 12.7
RSWM Limited RSWM Anil Kumar Goel 201603 276000 1.19 9.43
Shivam Autotech Limited SHIVAMAUTO ANIL KUMAR GOEL 201603 1800000 1.8 8.41
Srikalahasthi Pipes Limited SRIPIPES ANIL KUMAR GOEL 201603 708066 1.78 18.66
Sterling Tools Limited STERTOOLS ANIL KUMAR GOEL 201603 246000 3.59 12.75
Sterling Tools Limited STERTOOLS SEEMA GOEL 201603 135000 1.97 7
Swelect Energy Systems Limited SWELECTES ANIL KUMAR GOEL 201603 102000 1.01 4.36
Tamil Nadu Newsprint & Papers Limited TNPL ANIL KUMAR GOEL 201603 794000 1.15 18.67
Technocraft Industries (India) Limited TIIL ANIL KUMAR GOEL 201603 285000 1.08 6.24
Thirumalai Chemicals Limited TIRUMALCHM ANIL KUMAR GOEL 201603 331000 3.23 7.8
Thirumalai Chemicals Limited TIRUMALCHM SEEMA GOEL 201603 225000 2.2 5.3
Visaka Industries Limited VISAKAIND ANIL KUMAR GOEL 201603 223000 1.4 2.65
Categories
CoatTailing

Portfolio of Vallabh Bhanshali

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

Vallabh Bhanshali of ENAM is a well known investor in the Indian stock markets.

His investments in India as on 31 March,2016 as per Stock Exchanges is given below:

 

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Future Retail Limited FRLDVR Vallabh Roopchand Bhanshali 201603 681907 1.73 8.81
Genus Power Infrastructures Limited GENUSPOWER VALLABH ROOPCHAND BHANSHALI 201603 2985700 1.16 16.82
Greenlam Industries Limited GREENLAM VALLABH ROOPCHAND BHANSHALI 201603 319100 1.32 19.73
JBF Industries Limited JBFIND Vallabh Roopchand Bhanshali 201603 871400 1.06 19.45
KHAITAN ELECTRICALS LTD. KHAITANELE VALLABH BHANSHALI 201603 166600 1.45 0.62
Ramky Infrastructure Limited RAMKY VALLABH BHANSHALI 201603 609259 1.07 3.31
Saregama India Limited SAREGAMA Vallabh Roopchand Bhansali 201603 251000 1.44 7.87
Simplex Projects Limited SIMPLEX Vallabh Roopchand Bhanshali 201603 393300 3.12 1.16
Usha Martin Limited USHAMART VALLABH ROOPCHAND BHANSHALI 201603 3206400 1.1 4.67
Vascon Engineers Limited VASCONEQ VALLABH ROOPCHAND BHANSHALI 201603 1765000 1.09 5.04
Zodiac Clothing Company Limited ZODIACLOTH VALLABH ROOPCHAND BHANSHALI 201603 663300 3.4 14.6
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 CLSA in India

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

CLSA Global Markets is a well known FII investor in the Indian markets.

Its top 5 investments in India aggregating around Rupees 1,550 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:


Company
Name		 Symbol Entity Name Date End # of Shares  % Value In Crores
IDFC
Limited		 IDFC CLSA GLOBAL MARKETS PTE. LTD. 201509 27530245 1.73 132.15
Hathway
Cable & Datacom Limited		 HATHWAY CLSA GLOBAL MARKETS PTE. LTD. 201509 33349680 4.02 146.74
Petronet
LNG Limited		 PETRONET CLSA GLOBAL MARKET PTE.
LIMITED		 201509 8315775 1.11 200.41
Reliance
Communications Limited		 RCOM CLSA Global Markets Pte. Ltd. 201509 42285000 1.7 363.65
United
Spirits Limited		 MCDOWELL-N CLSA GLOBAL MARKETS PTE LTD 201509 2343024 1.61 707.59