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CoatTailing

Portfolio of Porinju Veliyath

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

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Porinju Veliyath of Equity Intelligence is a well known SEBI-registered PMS manager.

His significant holdings in India as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Accel Transmatic 517494 Porinju V Veliyath 201506 171478 1.55 0.15
Eastern Treads Limited 531346 EQUITY INTELLIGENCE INDIA PRIVATE LIMITED 201506 100000 1.91 0.77
Eastern Treads Limited 531346 PORINJU V VELIYATH 201506 77773/td>

1.49 0.60
Hind Industries Limited 526307 Equity Intelligence India Pvt Ltd 201503 580199/td>

6.72 1.45
IZMO Limited IZMO PORINJU V VELIYATH 201506 215000 1.78 1.6
Jubilant Industries Limited JUBLINDS Porinju V Veliyath 201506 120000 1.01 2.01
Kerala Ayurveda Limited 530163 EQUITY INTELLIGENCE INDIA PVT LTD 201506 172280 1.63 1.2
Selan Exploration Technology Limited SELAN Equity Intelligence India Pvt. Ltd. and its Clients as PACs under Portfolio Management Service 201506 831758 5.07 22.45
Simran Farms 519566 Porinju V Veliyath 201506 40000 1.05 0.16
Stylam Industries 526951 Porinju V Veliyath 201506 75000 1.03 0.88
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Cartoon

Diet to get rich

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Links

Linkfest: July 27,2015

Some stuff I am reading today morning:

PFC Offer for Sale today (OneMint)

Over 20,000 Crore loans of JPAssociates at stake (Capital Mind)

Airtel to roll out 4G services before Reliance Jio (BS)

P-Note crackdown may weigh heavily on markets (BS)

Sanjay Bhattacharyya is buying Salzer Electronics (RJ)

It’s hard to bet against houses (Bloomberg)

Gold is dead, long live Gold (Market Anthropology)

The rally is rotting from within (TRB)

Startups should aim for niche not mainstream (A VC)

4 Things to know about Asset Allocation (Vanguard)

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Links

Weekend Mega Linkfest:July 25,2015

Some off beat reads for the weekend:

How Indians took over the Antwerp diamond trade (Scroll)

A portrait of Yakub Memon (Open)

What about those startups that don’t have war chests (FF)

The inside story of Mission Yemen (Forbes)

How Indian Air Force made history with the Kargil war (DailyO)

The downfall of Gujarat’s last Rajput ruler (Caravan)

There is no stopping the Trump show (Atlantic)

How trees calm us down (New Yorker)

The mysterious sleeping villages of Kazakhstan (BuzzFeed)

The myth of the ethical shopper (Huffington Post)

Travelogue:Divegar and Hari Hareshwar (Team BHP)

Auto Review: BMW 320d (Team BHP)

The horseman of the Jewish Apocalypse (Project Syndicate)

A genomics-based diagnostics startup called MedGenome (YS)

On Sholay, 40 years later (Wire)

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Chart

Chart:Amazon is bigger than Walmart