INSUBCONTINENT EXCLUSIVE:
over 6 per cent in September, even though for the quarter both the indices gained around 2 per cent.
Data available with Ace Equity till
October 18 showed veteran investor Anil Kumar Goel raised stake in Amarjothi Spinning Mills, Punjab Alkalies Chemicals and Srikalahasthi
Pipes, while he retained his holdings constant in Dwarikesh Sugar, Majestic Auto, Sterling Tools and TCPL Packaging
Goel raised his stake from 2.96 per cent to 3.11 per cent in Amarjothi Spinning, from 1.11 per cent to 1.51 per cent in Punjab Alkalies
Chemicals and from 2.07 per cent to 2.12 per cent in Srikalahasthi Pipes.
Goel also bought 170,000 additional shares in Dhampur Sugar, 3,000
in JBM Auto and 60,000 in KRBL
He also increased his holdings in Srikalahasthi Pipes from 2.07 per cent to 2.12 per cent and from 1.87 per cent to 1.88 per cent in IG
Ashish Kacholia and Vijay Kedia also bought additional shares at lower prices in some of the companies where they already held sizeable
stakes.
Ashish Kacholia picked up additional shares in Khadim India, Mold-Tek Packaging, Nocil and V2 Retail
However, he offloaded some shares in KEI Industries and Shreyas Shipping Logistics.
Kacholia was also holding over 1 per cent stake in
Mastek as of September 30, 2018
shareholders in NR Agarwal Industries, where she held 1.18 per cent as of September 30
Khanna also bought 18,430 shares in Ruchira Papers and 1,20,200 shares in Selan Exploration during the quarter.
However, she offloaded
24,666 shares in Tata Metaliks, 17,465 shares in Sterling Tools, 119,810 in Srikalahasthi Pipes and 700,000 in Manappuram Finance
Vijay Kedia, a well-known value investor, increased his holdings in Vaibhav Global to 1.91 per cent at the end of September quarter from
1.30 per cent at the end of June quarter
However, he kept his holdings constant in Apcotex Industries, Kokuyo Camlin, Panasonic Energy India, Lykis, Atul Auto, Heritage Foods and
Cheviot Company.
Kedia is known on Dalal Street for having spotted many multibaggers pretty early
He adheres to his investing principle, SMILE, which translates into Small in size, Medium in experience, Large in aspiration and Extra-large
