Sunday, May 13, 2007

Rakesh Jhunjhunwala Portfolio:March 2007 - Update 1

No. Company name % stake
1 Agro Tech Foods 4.3
2 Aptech 2.0
3 Bharat EarthMove 1.5
4 Bhushan Steel 2.4
5 Bilcare 11.6
6 CRISIL 7.6
7 Geojit Fin. Ser. 8.6
8 Geometric Soft. 3.5
9 Hind.Oil Explor. 3.9
10 Infomedia India 5.4
11 Lupin 3.5
12 Mid-Day Multimed 4.5
13 Nag. Constructn. 6.6
14 Pantaloon Retail 1.7
15 Praj Inds. 10.7
16 Prime Focus 6.9
17 Provogue (India) 2.5
18 Punj Lloyd 1.9
19 Ramco Systems 1.0
20 Titan Inds. 6.7
21 TTK Prestige 1.1
22 Vadilal Inds. 2.9
23 Viceroy Hotels 13.1

Note: While RJ's direct shareholding in Aptech is just 2%, if one includes Margenta Textiles, his partnership firm's holding, the total holding increases to around 26%.

7 comments:

Anonymous said...

Dear EquityGuru,

Can u please send me the names of the companys that RJ uses for investments ??

u can mail me at earnmoreadit@yahoo.com

Regards

Anonymous said...

RJ also has a lot of private equity holdings, lot of unlisted companies in which he holds significant stakes.

eg tops security, a2z engg, concord biotech, care hospitals, dharti dredging, klt auto, manish pharma, john energy, jbcn mgmt consulting, nandan biomatrix, hungama mobile, inventurus, leconcierge etc.

his holding in these companies and the nav of these assets will remain unknown i guess! :-)

Anonymous said...

Hi, any new listed companies RJ has made investment or should we wait for qtr1-2007 results? You haven't mentioned Panama Petrochem and Alphageo...but he invested at 130 levels ....both are good companies and have good growth potential....I had told you long before abt bhushan steel...I will update you if i come to know any of his new investments..keep sharing...Dharmesh Bangali

Anonymous said...

Can someone please do some analysis on TTK Prestige? Looks like RJ has found another gem which can grow faster...presentation on their website shows excellent initiative taken by management to improve performace and take company to next level. Company will drive their growth on domestic consumption which RJ has mentioned so many time....Dharmesh (dharmeshbangali@yahoo.com)..9820564340

Anonymous said...

PANAMA SHAREHOLDING as on 31Mar07 do not show RJ holding...

Anonymous said...

RJ has exited panama petro so early..infact only in 6 mths...you rarely see this...panama counter after given fantastic results has bitten down in no time..stock today was at 140 level..down from 193....no one knows the reasons why panama has come down after excellent results...may be RJ have some inside information which we retail investor are always last to know it....anyways..fundamentally stock looks good..but we need volumnes to drive it higher. Dharmesh

sonika said...

you can get all the news related to stocks held by Rakesh Jhunjhunwala on my blog http://rakesh-jhunjhunwala.blogspot.com/