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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
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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
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CoatTailing

Portfolio of Vijay Kedia

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

Vijay Kedia is a well known investor in the Indian markets

His significant holdings in India as on 30 September,2016 as per Stock Exchanges is given below:

Company Name NSE Symbol/BSE Code Entity Name Date End # of Shares % Value (In Crores)
ABC Bearings Limited 505665 VIJAY KISHNANLAL KEDIA 201609 549000 4.75 9.3
Amrutanjan Health Care Limited AMRUTANJAN KEDIA SECURITIES PRIVATE LIMITED 201609 215665 1.48 12.95
Apar Industries Limited APARINDS Kedia Securities Pvt. Ltd. 201609 400191 1.04 23.4
Apcotex Industries Limited APCOTEXIND Vijay Kedia 201609 231814 1.12 8.58
Aries Agro Limited ARIES VIJAY KISHANLAL KEDIA 201609 238091 1.83 3.22
Aries Agro Limited ARIES VIJAY KISHANLAL KEDIA 201609 360000 2.77 4.87
Astec LifeSciences Limited ASTEC KEDIA SECURITIES PRIVATE LIMITED 201609 200000 1.03 10.84
Atul Auto Limited ATULAUTO KEDIA SECURITIES PRIVATE LIMITED 201609 253451 1.16 12.3
Cera Sanitaryware Limited CERA VIJAY KEDIA 201609 217927 1.68 56.53
Cheviot Co Ltd 526817 Vijay Kishanlal Kedia 201609 53221 1.18 5.27
Heritage Foods Limited HERITGFOOD KEDIA SECURITIES PRIVATE LIMITED 201609 234000 1.01 21.24
MIRC Electronics Limited MIRCELECTR Vijay Kishanlal Kedia 201609 2322187 1.18 3.81
Repro India Limited REPRO Vijay Kishanlal Kedia 201609 753928 6.91 32.55
Speciality Restaurants Limited SPECIALITY Vijay Kishanlal Kedia 201609 500000 1.06 4.49
Stewart & Lloyds of India 504960 Vijay Kishanlal Kedia 201609 142014 4.73 0.35
Sudarshan Chemical Industries Limited SUDARSCHEM Vijay Kishanlal Kedia 201609 2505317 3.62 99.46
The Karnataka Bank Limited KTKBANK VIJAY KISHANLAL KEDIA 201609 2502108 1.33 30.5
Categories
CoatTailing

Portfolio of Vijay Kedia

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

Vijay Kedia is a well known investor in the Indian markets

His 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)
Amrutanjan Health Care Limited AMRUTANJAN VIJAY KISHNANLAL KEDIA 201603 156853 1.07 6.41
Amrutanjan Health Care Limited AMRUTANJAN KEDIA SECURITIES PRIVATE LIMITED 201603 288478 1.97 11.79
Apcotex Industries Limited APCOTEXIND Vijay Kishanlal Kedia 201603 231814 1.12 6.55
Aries Agro Limited ARIES VIJAY KISHANLAL KEDIA 201603 598091 4.6 7.38
Astec LifeSciences Limited ASTEC KEDIA SECURITIES PRIVATE LIMITED 201603 200000 1.03 4.62
Cera Sanitaryware Limited CERA VIJAY KEDIA 201603 250000 1.92 49.94
Cheviot Co Ltd 526817 Vijay Kishanlal Kedia 201603 50000 1.11 3.54
Lykis Ltd 530689 Vijay Kishanlal Kedia 201603 3234383 16.69 19.4
Lykis Ltd 530689 Kedia Securities Private Limited 201603 2479435 12.8 14.87
Panasonic Energy India Co Ltd 504093 Vijay Kishanlal Kedia 201603 93004 1.24 2.97
Repro India Limited REPRO Vijay Kishanlal Kedia 201603 673416 6.18 26.16
Sibar Software Services India Ltd 532302 Vijay Kedia 201603 203900 1.27 0.01
Speciality Restaurants Limited SPECIALITY Kedia Securities Private Limited 201603 500000 1.06 4.47
Steward & Lloyds India Ltd 504960 Vijay Kishanlal Kedia 201512 142014 4.73 0.31
Sudarshan Chemical Industries Limited SUDARSCHEM Vijay Kishanlal Kedia 201603 2642479 3.82 30.85
TCPL Packaging 523301 Vijay Kishanlal Kedia 201603 119961 1.38 6.59
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

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