Categories
Observations

Why Arvind’s Demerger got held up

Hat Tip: D Shah

Source: NCLT Order of the Ahmedabad Bench

Categories
CoatTailing

Portfolio of Multiples Private Equity Fund

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

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Multiples is an independent private equity fund run by Renuka Ramnath

Their significant holdings in the listed spaceĀ  as on 31 March,2014 as per Stock Exchanges is given below:

Symbol Entity # of Shares % Date End
ARVIND Multiples Private Equity FII I 8067600 3.12 201403
ARVIND Multiples Private Equity Fund 2732400 1.06 201403
CHOLAFIN MULTIPLES PRIVATE EQUITY FII I – FDI 4813718 3.36 201403
CHOLAFIN MULTIPLES PRIVATE EQUITY FUND 1943633 1.36 201403
PVR MULTIPLES PRIVATE EQUITY FUND I LIMITED 4649326 11.31 201403
PVR MULTIPLES PRIVATE EQUITYFUND 1595572 3.88 201403
SOUTHBANK MULTIPLES PRIVATE EQUITY FII I 54225034 4.03 201403
SOUTHBANK MULTIPLES PRIVATE EQUITY FUND 20334390 1.51 201403
Categories
CoatTailing

Portfolio of College Retirement Equities Fund

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

College Retirement Equities Fund is one of the largest retirement funds in the world.

Their significant holdings in India as on 31 March 2013 as per stock exchanges websites is given below:

Company Name Entity # of Shares %
Arvind College Retirement Equities Fund – Stock Account 2910043 1.13
Den Networks College Retirement Equities Fund – Global Equities Account 2006779 1.5
Den Networks College Retirement Equities Fund – Stock Account 4173128 3.11
Dhanlakshmi Bank College Retirement Equites Fund Global EquitysAccount 1530483 1.8
Dhanlakshmi Bank College Retirement Equities Fund – Stock Account 2090892 2.46
Puravankara Projects College Retirement Equities Fund – Stock Account 2917684 1.37
Sunteck Realty College Retirement Equities Fund – Global Equities Account 813513 1.29
Sunteck Realty College Retirement Equities Fund-Global Equity Account 1852204 2.94
Unitech College Retirement Equities Fund Global Equities Accounts 28301443 1.08
Unitech College Retirement Equities Fund Stock Account 68741650 2.63

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Categories
CoatTailing

Portfolio of Government Pension Fund Global in India

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

Government Pension Fund Global is a sovereign fund run by the Govt of Norway to support long term management of its petroleum revenue.

It has extensive holdings in India as can be seen by the table below (data as on 31 March,2013 as per stock exchanges websites)

Company Name # of Shares %
Arvind 11056037 4.28
Blue Dart Express 287000 1.21
Bombay Dyeing Mfg. 8376745 4.06
Gateway Distriparks 3674019 3.39
Glenmark Pharma 2844796 1.05
GMDC 5599549 1.76
Godrej Industries 6922864 2.07
Godrej Properties Ltd. 885365 1.13
HPCL 3685058 1.09
Indian Hotel 35324214 4.37
ING Vysya Bank 2527208 1.63
Jain Irrigation Sys 10695366 2.46
Jubilant LifeScience 1629414 1.02
Lupin 4721864 1.06
NCC 2598965 1.01
NIIT 4893491 2.96
Praj Industries 2260393 1.27
Sadbhav Engineering 4493775 2.98
SRF 1006000 1.75
Tata Chemicals 12554297 4.93
Tata Communications 4356947 1.53
Tata Global Beverage 8976940 1.45
Tube Investments 2002722 1.07
Unitech 33543938 1.28
Voltas 15312143 4.63
Zee Entertainment 19452062 2.04

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Categories
InvestorPresentations

Investor Presentation:Arvind Ltd

[gview file=”https://alphaideas.in/wp-content/uploads/2013/02/Arvind-Presentation-February-2013.pdf”]