Print Page | Close Window

Dolly Khanna - HNI Portfolio

Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Portfolio Check Up
Forum Discription: Members may put forward their portfolios dor comments from other members. The final call will obviously be taken by the investor himself.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=2944
Printed Date: 18/Apr/2024 at 11:08am


Topic: Dolly Khanna - HNI Portfolio
Posted By: Vrishali
Subject: Dolly Khanna - HNI Portfolio
Date Posted: 21/Aug/2010 at 3:24pm
Dolly Khanna owns more than 1% in following companies

1. Hawkins Cookers
2. TTK Prestige
3. Gandhimathi Appliances
4. Heritage Foods (India) Ltd
5. Aditya Birla Chemicals (India) Ltd
6. Emkay Global Financial Services Ltd.

-------------
"Diversification is a protection against ignorance. It makes little sense for those who know what they're doing."
- Warren Buffet



Replies:
Posted By: rapidriser
Date Posted: 21/Aug/2010 at 6:21pm
Originally posted by Vrishali

Dolly Khanna owns more than 1% in following companies

1. Hawkins Cookers
2. TTK Prestige
3. Gandhimathi Appliances
4. Heritage Foods (India) Ltd
5. Aditya Birla Chemicals (India) Ltd
6. Emkay Global Financial Services Ltd.



I know how to find the names of shareholders having more than 1% in a specific company.

How do you find the reverse details i.e. companies in which a specific shareholder holds more than 1%.????




-------------
When all else is lost, the future still remains. - Christian Nestell Bovée


Posted By: karn
Date Posted: 21/Aug/2010 at 7:41pm
There are some websites which offer this function in share holding pattern section.
Regards,
K.

-------------
“Invert, always invert.”


Posted By: Bhupan
Date Posted: 21/Aug/2010 at 10:31pm
Originally posted by rapidriser




I know how to find the names of shareholders having more than 1% in a specific company.

How do you find the reverse details i.e. companies in which a specific shareholder holds more than 1%.????




Hi RR
You can try this link
http://www.stocksfortune.com/QShareholder

Disclaimer - I do not take any guarantee for holding pattern and use it for reference


Posted By: garun1980
Date Posted: 23/Oct/2010 at 9:57am
Hi Bhupen thanks for the link..the website has becme paid from october 8. Could you post the shareholding of Radha Shivkishan Damani for the benefit of all of us here?

-------------
Back in school!!


Posted By: joslinjose9
Date Posted: 25/Jan/2011 at 1:41am
she entered ttk prestige in sept 09 and still holding those shares.so made gud money.

-------------
fear of lord is the beginning of wisdom


Posted By: TCSer
Date Posted: 07/May/2011 at 1:00am
Who is this mysterious lady Dolly Khanna?

Who is the husband/ father/ son


-------------
Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays


Posted By: j2eeprofessiona
Date Posted: 07/May/2011 at 4:13am
she seems to have a good eye ..... m interested to know more about her investment style/ideas and whom she represents...


Posted By: RahulB
Date Posted: 07/May/2011 at 11:06am
I find moneycontrol screener very easy to use.

http://www.moneycontrol.com/bse/shareholding/stocks_hold.php?type=1&res=search&name=Dolly+Khanna


Company                %Holding No of Shares (in Lakhs) Rs Crore
Hawkins Cooker             2.64     1.40                 14
Aditya Birla Chemicals         1.91     4.48                 6
Heritage Foods (India)         1.49     1.72                 4
Gandhimathis Applicances     1.42     1.37                 3
Vimta Labs             1.22     2.71                 1
ABC Bearings             1.21     1.40                 2
Emkay Global Financial Service     1.19     2.91                 2
Pondy Oxides             1.16     1.18                 0
TTK Prestige             1.06     1.20                 27
Selan Exploration Technology     1.05     1.79                 6


Posted By: chintan85
Date Posted: 08/May/2011 at 6:20pm
frnds...u can also check the shareholding pattern from BSE website...


-------------
Regarda
Chintan Shah


Posted By: footy
Date Posted: 09/May/2011 at 4:35pm
Prestige + Hawkins + Gandhimathi....Dollyji must be a good cook LOL


Posted By: rdyn
Date Posted: 09/May/2011 at 4:54pm
Originally posted by footy

Prestige + Hawkins + Gandhimathi....Dollyji must be a good cook LOL


@footy

-------------
My aim is to read each and every post on TED!


Posted By: Crimsonarcher
Date Posted: 14/Jun/2011 at 2:41pm
But all the picks are doing pretty well..esp TTK and Hawkins


Posted By: rdyn
Date Posted: 14/Jun/2011 at 2:43pm
She also entered Selan recently.

http://www.indiainfoline.com/Markets/Company/Fundamentals/OnePercentPlus-Share-Holding-Pattern/Selan-Explorations-Technology-Ltd/530075 - http://www.indiainfoline.com/Markets/Company/Fundamentals/OnePercentPlus-Share-Holding-Pattern/Selan-Explorations-Technology-Ltd/530075

-------------
My aim is to read each and every post on TED!


Posted By: smartcat
Date Posted: 14/Jun/2011 at 3:55pm
When I do a Google image search for Dolly Khanna, it shows the image of Rajjo (Sonakshi Sinha) of Dabangg.


Posted By: rdyn
Date Posted: 14/Jun/2011 at 4:04pm
Originally posted by smartcat

When I do a Google image search for Dolly Khanna, it shows the image of Rajjo (Sonakshi Sinha) of Dabangg.




I tried looking up on Facebook, LinkedIn also. ended up with many phillipinos and some working with JM Financial.

-------------
My aim is to read each and every post on TED!


Posted By: Ansh
Date Posted: 14/Jun/2011 at 9:29pm
Who is finally going to expose Dolly Khanna
LOL


Posted By: rdyn
Date Posted: 14/Jun/2011 at 9:37pm
Originally posted by Ansh

Who is finally going to expose Dolly Khanna
LOL


-------------
My aim is to read each and every post on TED!


Posted By: rdyn
Date Posted: 13/Jul/2011 at 12:04pm
Interesting move here by Dolly Khanna:

Edit: Regret the error. NA doesnt mean she sold. Its just that the data is Not Available.



-------------
My aim is to read each and every post on TED!


Posted By: rdyn
Date Posted: 13/Jul/2011 at 12:11pm
Newbie question: How does one get to buy those many shares in bulk at a decent price? Will they approach the management or will they do it in the open market (which I feel is very difficult given liquidity)? Are there separate retails channels for bulk buyers?

-------------
My aim is to read each and every post on TED!


Posted By: j2eeprofessiona
Date Posted: 13/Jul/2011 at 12:34pm
it seems she's not comfortable with high PE kind of stocks... she definately made a killing in kitchenware stocks


Posted By: rdyn
Date Posted: 13/Jul/2011 at 2:32pm
@j2eeji, She certainly has! Even Pondy Oxides is another value pick (PE < 6) but I am not sure why she is out.

Heritage Foods is owned by the ex Chief Minister of Andhra Pradesh (TDP party), Nara Chandrababu Naidu and his son. Lokesh Nara runs it now.

Interesting profile he has for a politicians son.

http://in.linkedin.com/in/naralokesh


May be we should open a thread for heritage foods.

His wife is a daughter of another Telugu actor and she is also a Summa Cum Laude Award- Electrical Engineering Senior with highest GPA from Santa Clara.

Albeit fresh faces to industry but good education background.

http://sg.linkedin.com/pub/brahmani-nara/15/b92/92b


-------------
My aim is to read each and every post on TED!


Posted By: TCSer
Date Posted: 13/Jul/2011 at 3:28pm
of her portfolio I came to know that she is still buying ABC bearing which is still avalable at a PE of 5-6 n Div yield of 4% n market cap of 177 crores only.The promoters are ethical & thre is growth ins the sector.
 
All in all seems to be an attractive bet.Views Invited


-------------
Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays


Posted By: rdyn
Date Posted: 13/Jul/2011 at 3:44pm
@TCSerji, please clear ur PM inbox. Thanks.

-------------
My aim is to read each and every post on TED!


Posted By: j2eeprofessiona
Date Posted: 13/Jul/2011 at 4:13pm
Originally posted by rdyn

@j2eeji, She certainly has! Even Pondy Oxides is another value pick (PE < 6) but I am not sure why she is out.

Heritage Foods is owned by the ex Chief Minister of Andhra Pradesh (TDP party), Nara Chandrababu Naidu and his son. Lokesh Nara runs it now.


well, PE is one thing but maybe she wasnt comfortable with something. secondly i know heritage foods well, but u know, i am not comfortable with any company that has a connection with any politician, that makes it very very risky, ofcourse this is my personal opinion...


Posted By: rdyn
Date Posted: 13/Jul/2011 at 8:24pm
Hmm...I am sure she wasn't keen on the political connection. TDP is not in power and the political turmoil is boiling in Andhra.

I am from Andhra and I can say that his son will not become the political heir. He lacks the charisma and even inside strong men support the founder NTR's grandson, Jr. NTR.

U r rite, better to stay away from politically-connected stocks. We all have seen what is happening to SunTV and SpiceJet.

-------------
My aim is to read each and every post on TED!


Posted By: TCSer
Date Posted: 13/Jul/2011 at 10:37pm
Rdyn cleaning done awaiting your mail 

-------------
Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays


Posted By: BPATODI
Date Posted: 13/Jul/2011 at 11:12pm
SIR WAIT FOR JULY SHARE HOLDING PATTERN.ITNI JALDI KOI RESULT PAR MAT JAYE KI HE SOLD PONDY.SELAN.


Posted By: BPATODI
Date Posted: 13/Jul/2011 at 9:40am
she not sold .wait for any conclusion.sir


Posted By: rdyn
Date Posted: 13/Jul/2011 at 10:14am
@BPATODI,

I am sorry for the error if any. I got the data from the screener here. Please correct me if I am wrong.

Quarterly Shift.

http://www.moneycontrol.com/bse/shareholding/quarterly_shifts.php?type=1&res=search&name=Dolly+Khanna

I didnt realise she didnt sell off yet.

-------------
My aim is to read each and every post on TED!


Posted By: basant
Date Posted: 14/Jul/2011 at 7:51pm
Dolly Maam has exited TTK Prestige in June 2011!



-------------
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in


Posted By: j2eeprofessiona
Date Posted: 14/Jul/2011 at 7:54pm
Originally posted by basant

Dolly Maam has exited TTK Prestige in June 2011!



and hawkins also is it ?


Posted By: rdyn
Date Posted: 14/Jul/2011 at 8:25pm
Basant sir,

Any other screener which shows the data?

-------------
My aim is to read each and every post on TED!


Posted By: VikasG
Date Posted: 14/Jul/2011 at 9:48pm

She has not exited , but reduced her holding, as more then 1% data is showing 60k approx less then last Q, hence I suppose reduce holding.



-------------
Cutting losses is like performing surgery on one arm with the other’


Posted By: Circuit
Date Posted: 14/Jul/2011 at 9:56pm
On a lighter note, Do we call her consumer durables Bull or Buffelo Wink

Originally posted by basant

Dolly Maam has exited TTK Prestige in June 2011!



-------------
Fundamentalists and anticipators may have difficulties with risk control because a trade keeps looking ‘better’ the more it goes against them....Ed Seykota


Posted By: BPATODI
Date Posted: 14/Jul/2011 at 11:46pm
ABC BERING EX DIVIDEND ON 20TH JULY.60%DIVIDEND.GOOD COMPANY AVILIABLE AT VERY LOW COST DONT MISS THIS MULTIBAGGER GEM.


Posted By: footy
Date Posted: 16/Jul/2011 at 10:46pm
she seems to have really reduced her holdings -

http://www.moneycontrol.com/bse/shareholding/stocks_hold.php?type=1&res=search&name=Dolly+Khanna


Posted By: rdyn
Date Posted: 16/Jul/2011 at 2:15am
yes footyji, but she might hold less than 1%.

-------------
My aim is to read each and every post on TED!


Posted By: studentoflife
Date Posted: 16/Jul/2011 at 9:56am
How do  you guys know...that Dolly is a woman???You never know...

-------------
First step towards learning is the realization that you do not know anything.


Posted By: footy
Date Posted: 18/Jul/2011 at 11:27pm
SOLji,

It doesn't matter to me....just seems to be a successful investor.

rdyn - this one seems to indicate that she did get out -

http://www.moneycontrol.com/bse/shareholding/quarterly_shifts.php?type=1&res=search&name=Dolly+Khanna

No more cooking in the house Tongue


Posted By: basant
Date Posted: 18/Jul/2011 at 11:33pm
Originally posted by studentoflife

How do  you guys know...that Dolly is a woman???You never know...



Just like investing its all about the odds isn't it?

-------------
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in


Posted By: rdyn
Date Posted: 18/Jul/2011 at 11:34pm
Thanks footy. Yes that was the link I based my conclusion on but that was the ONLY link and I was not sure.

Heritage Foods is a dairy milk play and the only player which didnt go up at all last year. I will explore the others.

Haha..No more cooking in the house but getting more milk to drink

-------------
My aim is to read each and every post on TED!


Posted By: pawanca_2000
Date Posted: 19/Jul/2011 at 6:08pm
her stock selection is great, ttk hawkings and now gandhimathi..
 
gandhimathi is next TTK.. gandhi mathi has very good land bank also, which they are planning to sell and repay the debt. still very cheap..
 
good counter


Posted By: studentoflife
Date Posted: 19/Jul/2011 at 6:34pm
Originally posted by basant

Originally posted by studentoflife

How do  you guys know...that Dolly is a woman???You never know...



Just like investing its all about the odds isn't it?


Thats supposed to be a joke...Smile


-------------
First step towards learning is the realization that you do not know anything.


Posted By: footy
Date Posted: 22/Sep/2012 at 11:09pm
smart lady is now into amararaja...

Dolly Khanna - 872,104 shares




Posted By: Circuit
Date Posted: 26/Dec/2012 at 8:23pm
Dolly Khanna Sold off cookers?

http://www.moneycontrol.com/bse/shareholding/stocks_hold.php?type=1&res=search&id=4844

Company

%Holding

No of Shares (in Lakhs)

Rs Crore

http://www.moneycontrol.com/company-facts/heritagefoodsindia/shareholding-pattern/HFI/75.00 - Heritage Foods (India) 1.85 2.13 11
http://www.moneycontrol.com/company-facts/adityabirlachemicals/shareholding-pattern/ABC08/75.00 - Aditya Birla Chemicals 1.61 3.76 4
http://www.moneycontrol.com/company-facts/selanexplorationtechnology/shareholding-pattern/SET/75.00 - Selan Exploration Technology 1.48 2.51 8
http://www.moneycontrol.com/company-facts/paperproducts/shareholding-pattern/PP/75.00 - Paper Products 1.29 8.07 6
http://www.moneycontrol.com/company-facts/cerasanitaryware/shareholding-pattern/CS18/75.00 - Cera Sanitaryware 1.16 1.46 6
http://www.moneycontrol.com/company-facts/emkayglobalfinancialservices/shareholding-pattern/EGF/75.00 - Emkay Global Financial Services 1.10 2.69 1



-------------
Fundamentalists and anticipators may have difficulties with risk control because a trade keeps looking ‘better’ the more it goes against them....Ed Seykota


Posted By: rajnsharma
Date Posted: 26/Dec/2012 at 9:04pm
As on 30th September she has the following quantity:
Dolly Khanna 128518 2.43
 
 
http://www.hawkinscookers.com/3.3.bse.htm - http://www.hawkinscookers.com/3.3.bse.htm
 
Check the link below. Next update will be available in Feb only when Q3 results are out.


-------------
Wall Street makes money by it's activity, while you can make money by your in-activity - Warren Buffett


Posted By: subu76
Date Posted: 26/Dec/2012 at 6:50am
Interestingly she has sold out of TTK Prestige as well


Posted By: vijayM
Date Posted: 30/Dec/2012 at 10:56pm
seems exited hawkins and amar raja between june and sept.

Shares held by - "Dolly Khanna"
Company
Sep
Jun
Inc/Dec %
Rs Crore
Aditya Birla Ch     1.61     0.00     1.61     4
Paper Products     1.29     0.00     1.29     6
Heritage Foods     1.85     NA     1.85     11
Selan Explore     1.48     1.18     0.30     8
Cera Sanitary     1.16     1.03     0.13     6
Emkay Global     1.10     1.10     0.00     1
Amara Raja Batt     NA     1.02     -1.02     0
Hawkins Cooker     NA     2.43     -2.43     0



-------------
If a business does well, the stock eventually follows:Warren Buffett


Posted By: rajnsharma
Date Posted: 30/Dec/2012 at 11:17pm
Originally posted by vijayM

seems exited hawkins and amar raja between june and sept.

Shares held by - "Dolly Khanna"
Company
Sep
Jun
Inc/Dec %
Rs Crore
Aditya Birla Ch     1.61     0.00     1.61     4
Paper Products     1.29     0.00     1.29     6
Heritage Foods     1.85     NA     1.85     11
Selan Explore     1.48     1.18     0.30     8
Cera Sanitary     1.16     1.03     0.13     6
Emkay Global     1.10     1.10     0.00     1
Amara Raja Batt     NA     1.02     -1.02     0
Hawkins Cooker     NA     2.43     -2.43     0



http://www.hawkinscookers.com/3.3.bse.htm

As per Hawkins disclosure till 30th September she was holding the stocks. Please have a look at the above link.

-------------
Wall Street makes money by it's activity, while you can make money by your in-activity - Warren Buffett


Posted By: footy
Date Posted: 31/Dec/2012 at 9:27pm
A very basic question - how do people accumulate such large quantities of stocks without letting the price get out of hand?

I'm sure its pretty standard but I don't know how they do it Smile


Posted By: camanoj
Date Posted: 15/Jan/2013 at 10:49am
Dolly Khanna's latest pick is RS Software. She bought 1,91,723 shares during Oct-Dec2012. Even Barclays wealth bought 3.6 lakh shares last quarter.

-------------
Manoj


Posted By: rajnsharma
Date Posted: 27/Apr/2013 at 8:25pm


http://www.hawkinscookers.com/3.3.bse.htm

Dolly madam still holding Hawkins...see the shareholding pattern.

-------------
Wall Street makes money by it's activity, while you can make money by your in-activity - Warren Buffett


Posted By: manish_okhade
Date Posted: 28/Apr/2013 at 12:18pm
Originally posted by camanoj

Dolly Khanna's latest pick is RS Software. She bought 1,91,723 shares during Oct-Dec2012. Even Barclays wealth bought 3.6 lakh shares last quarter.


Few retail BIG ticket investors are buying this stock. Unfortunately in public domain nothing is indicative to make a big bet on this scrip. Seems like these guys have some insider information...i will give it a pass.


Posted By: rajnsharma
Date Posted: 28/Apr/2013 at 10:01am
Originally posted by manish_okhade


Originally posted by camanoj

Dolly Khanna's latest pick is RS Software. She bought 1,91,723 shares during Oct-Dec2012. Even Barclays wealth bought 3.6 lakh shares last quarter.
Few retail BIG ticket investors are buying this stock. Unfortunately in public domain nothing is indicative to make a big bet on this scrip. Seems like these guys have some insider information...i will give it a pass.

When all biggies are struggling, I am not sure RS Software can deliver something big.
The company has been around for decades and have not gone anywhere in terms of size when India did see many small companies become big. I seriously doubt the credibility of these stories beyond few quarters.

There are others like Sonata, Mastek, Polaris where the earnings are too erratic to give it a serious thought. RS should belong to the same category at best.

-------------
Wall Street makes money by it's activity, while you can make money by your in-activity - Warren Buffett


Posted By: j2eeprofessiona
Date Posted: 23/Dec/2013 at 12:08pm
It seems she has entered Liberty Shoes. In any case this could be the stock for the next two years.

Dolly Khanna1737581.0200.0000.000.00




Print Page | Close Window