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Management Interactions, Company and AGM Visits
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Message Icon Topic: Rakesh Jhunjhunwala's Portfolio March 2010 Post Reply Post New Topic
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bhowman
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Quote bhowman Replybullet Posted: 08/Aug/2010 at 12:14pm
Originally posted by mukulgarga

Originally posted by Kalyan

somuji , in which quarter rakesh bhai buys TTK Prestige
 Rakesh does not have any holding in TTK
 
TTK PRESTIGE LTD.
Scrip Code :  517506 Quarter ending :  June 2010
Shareholding belonging to the category
"Public" and holding more than 1% of the Total No.of Shares
Sl. No. Name of the Shareholder No. of Shares Shares as % of Total No. of Shares
1  Novastar International Fund 139,960  1.24 
2  Citigroup Global Markets Mauritius Pvt Ltd 263,833  2.33 
3  Dolly Khanna 151,795  1.34 
4  Aviva Investors A/c Aviva Investors - Emerging Markets Equity Small Cap Fund 150,937  1.33 
 Total 706,525  6.24 
 
Suppose he holds less than 1%-how are you going to find it out?
 
That which is so far is actually so near.
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tarkeshwar
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Quote tarkeshwar Replybullet Posted: 08/Aug/2010 at 6:34pm

Suppose he holds less than 1%-how are you going to find it out?



Even if it is 1%, 1% of TTK prestige is Rs 10cr, i.e. 0.5% of RJ portfolio size. Clearly he does not care much about it and so one should not read too much into it.
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mukulgarga
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Quote mukulgarga Replybullet Posted: 16/Aug/2010 at 11:43am
Rakesh Jhunjhunwala's Portfolio as on 30 June 2010
Company              Quantity        Price Value Wts 
  30.12.09 31.03.10 31.06.10 30.07.10 Rs cr  %
Titan industries 3860861 3826061 3810149 2805 1,069 30.38%
Lupin 3252835 3248835 3248835 1878 610 17.34%
Crisil 550000 550000 550000 5708 314 8.92%
Nagarjuna Const. 15150000 15150000 15150000 172 261 7.41%
Aptech 15706503 15706503 15706503 142 223 6.34%
HOEL 7272416 6672416 6672416 219 146 4.15%
Rallis India 803088 746588 1119882 1297 145 4.13%
Karur Vysya Bank 2041224 2041224 2041224 602 123 3.49%
Praj Industries 14476624 14476624 14476624 77 111 3.17%
Bilcare 2002925 2002925 2002925 446 89 2.54%
VIP Industries 1263000 1263000 1643000 418 69 1.95%
Agrotech Foods 2003259 2003259 2003259 299 60 1.70%
Geojit 18000000 18000000 18000000 31 56 1.59%
Punj lloyd 3790000 3790000 3790000 127 48 1.37%
Prime Focus 882500 882500 882500 380 34 0.95%
Viceroy Hotels 4750000 4750000 4750000 56 27 0.76%
Strides Arcolab   500000 424.5 21 0.60%
Autoline Industries 1251233 1251233 1251233 151 19 0.54%
Zen technologies 900000 900000 900000 194 17 0.50%
Kajaria Ceramics 2502642 2502642 2502642 69 17 0.49%
Mcnally Bharat   480078 306 15 0.42%
ION Exchange 650000 650000 650000 194 13 0.36%
Provogue 1900000 1900000 1900000 60 11 0.32%
Srei Infra     1250000 82 10 0.29%
Geometric Software 5315000 4710000 480500 71 3 0.10%
Vadilal Industries 200000 200000 200000 127 3 0.07%
Alphageo 125000 125000 125000 182 2 0.06%
Visaka Inds     100000 162 2 0.05%
JB Chemicals 1251650 1251650 0 98 0 0.00%
MidDay Multimedia 2250000 2250000 0 32 0 0.00%
Rishi Lazer 380000 380000 0 63 0 0.00%
Infomedia 700177 0 0 29 0 0.00%
             
Total value of the disclosed Portfolio (Rs crores)   3,518  
Corrections are Welcome
There may be other Stocks which he might be holding.
 Any Teddy may advice me on it and I would update the post accordingly.


Edited by mukulgarga - 18/Aug/2010 at 1:19pm
I always knew I was going to be rich. I never doubted it for a minute.
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India_Bull
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Quote India_Bull Replybullet Posted: 17/Aug/2010 at 8:02pm
Has he sold some qty of Titan?
India_Bull forever Bull !
www.kapilcomedynights.com
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tigershark
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Quote tigershark Replybullet Posted: 17/Aug/2010 at 8:47am
i dont think low hanging fruits are plucked yet-RJ  www.economictimes.com or et now aug18 10.30pm
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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mukulgarga
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Quote mukulgarga Replybullet Posted: 17/Aug/2010 at 9:38am
Also holds Visaka Inds 100000 through Rare Enterprises
I always knew I was going to be rich. I never doubted it for a minute.
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yashkumar
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Quote yashkumar Replybullet Posted: 17/Aug/2010 at 10:25am
he also hold viceroy hotels more then 10% ??   laggards from last 2 years
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Quote India_Bull Replybullet Posted: 18/Aug/2010 at 1:30pm
He has great patience to hold laggards, one of them I remember is Midday.
India_Bull forever Bull !
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