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%.

Wednesday, May 02, 2007

Rakesh Jhunjhunwala Portfolio - March 2007

This is the first update of RJ's portfolio as on 31st March 2007:

No. Company name % stake
1 Agro Tech Foods 4.3
2 Bharat Earth Mov 1.5
3 Bhushan Steel 2.4
4 Bilcare 11.6
5 CRISIL 7.6
6 Geojit Fin. Ser. 8.6
7 Geometric Soft. 3.5
8 Lupin 3.5
9 Mid-Day Multi4.5
10 Prime Focus 6.9
11 Provogue (India) 2.5
12 Punj Lloyd 1.9
13 Ramco Systems 1.0
14 Titan Inds. 6.7
15 Vadilal Inds. 2.9
16 Viceroy Hotels 13.1

I will post update as more companies file for their shareholding patterns.