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CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report 1Subscribe to Capital Mind Premium to access the full report
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Capital Mind March’16 The Big Whales Report
Methodology
Time Period
For this report we examined March, 2016 (Q4-2016) Shareholding Pattern and the trends in the year prior, with the historic benchmark as Q1-2015. (Note: Quarter
ending Q1-2015 is Jun’15 and so on).
Criteria
We have considered the holdings of the individual along with their relatives. Ex: The holdings of Rakesh Jhunjhunwala consists of holdings under his own name, his
company RARE Enterprises and his wife Rekha Jhunjhunwala. The holdings of an investor is disclosed only when it is more than 1% of the outstanding share capital. If the
holding of the Investors falls below 1%, then it is not disclosed (we consider such investments as Exits). The cut off date for this report is 10-May-2016 i.e. if the
shareholding data for any of these investors have been disclosed after the cut off date, they have been not been included in this report.
Data Sources
Capital Mind uses a broad range of sources to present the most complete picture possible. In addition to extensive primary source research sourced specifically for this
report, Capital Mind uses publicly-available data from National Stock Exchange (www.nseindia.com), Bombay Stock Exchange (www.bseindia.com), Securities and
Exchange Board of India (www.sebi.com), and other publicly available data. Please send any questions, comments, or corrections to contactus@capitalmind.in or drop in
a message on any of the slack groups [#general, #stocks].
Introduction
This report analyses Shareholding Pattern for Big Individual Investors for the period ending March, 2016.
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Disclaimer
This information has been prepared by Capital Mind solely for informational purposes. It is not, and should not be regarded as, investment advice, as a recommendation
regarding any particular security, or as a course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to
change without notice.
No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Capital Mind. This information is provided with the
understanding that, with respect to the material provided herein, you will make your own independent decision with respect to any course of action based on your own
judgment, and that you are capable of understanding and assessing the merits of a course of action.
Neither the information, nor any opinion contained herein, constitute a solicitation or offer by Capital Mind to buy or sell any securities, futures, options, or other financial
instruments or provide any investment advice or service. Capital Mind does not purport to, and does not, in any fashion, provide broker/dealer, consulting, or any related
services.
Capital Mind March’16 The Big Whales Report
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Overview 5
Detailed Analysis
• Akash Bhanshali & Family 10
• Anil Kumar Goel & Family 14
• Anuj Sheth 19
• Ashish Dhawan 23
• Ashish Kacholia 27
• Azim Hasham Premji 31
• Bharat Jayantilal Patel 36
• Bhavook Tripathi 39
• Dilipkumar Lakhi & Family 41
• Dolly Khanna 44
• Haresh Keshwani 47
• Hitesh Satishchandra Doshi 50
• Nemish S. Shah 52
• Prof Shivanand Mankekar & Family 55
• Radhakishan Damani 57
• Rakesh Jhunjhunwala 60
• Ricky Ishwardas Kirpalani 65
• Satpal Khattar 68
• Vijay Kishanlal Kedia 71
Capital Mind March’16 The Big Whales Report
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CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Overview 5
OVERVIEW
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CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Overview 6
OVERVIEW – THE BIG WHALES REPORT
Big Whales – an Individual Investor with substantial holdings in the Indian Capital Market. The Individual may own shares in the name of his firm and/ or
relatives etc. We consolidate their holdings under each of these different accounts (except companies where they hold shares as Promoter Group).
The report provides you a short background of the Investor, the sectoral holdings, changes in the investment activity and the detailed holding in each
stock for the period ending March, 2016.
The report is limited to the extent of shareholding disclosed to the stock exchange. If the Investor holds lesser than 1% of any stock, the holding is not
disclosed. Hence if the current holding of a particular investor in a stock turns out to be zero (in the report below), we classify that as an exit i.e. the
investor has exited the stock.
We have identified 19 such Individuals who have made their name from the Indian Capital Markets would include the Big Bull Badshah Rakesh
Jhunjhunwala, India’s largest philanthropist Azim Hasham Premji who holds a significant stakes through Premji Invest and has also invested in the start-
up world.
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OVERVIEW
(Note: If the Individual Investor holds lower than 1% of the outstanding shares, their holding is not disclosed
Investor Companies
Market Value
(Cr.)
% Holding Market Value
Akash Bhansali & Family 25 529,72,271 567.01
Anil Kumar Goel & Family 29 237,97,189 459.05
Anuj Sheth 19 594,47,363 1,480.91
Ashish Dhawan 16 649,01,885 624.94
Ashish Kacholia 14 147,94,218 220.76
Azim Hasham Premji 17 1868,76,082 1,967.07
Bharat Jayantilal Patel 13 329,88,112 183.35
Bhavook Tripathi 2 486,39,557 351.79
Dilipkumar Lakhi & Family 11 269,90,604 198.35
Dolly Khanna 12 56,29,231 102.11
Haresh Keshwani 10 95,99,133 117.01
Hitesh Satishchandra Doshi 3 42,99,703 97.63
No. of Shares
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OVERVIEW
(Note: If the Individual Investor holds lower than 1% of the outstanding shares, their holding is not disclosed
Investor Companies
Market Value
(Cr.)
% Holding Market Value
Nemish S. Shah 10 308,00,479 548.25
Prof Shivanand Mankekar & Family 4 175,17,679 523.32
Radhakishan Damani 12 360,53,418 1,536.02
Rakesh Jhunjhunwala 30 3894,17,679 7,888.71
Ricky Ishwardas Kirpalani 8 79,50,071 108.52
Satpal Khattar 7 175,90,158 419.87
Vijay Kishanlal Kedia 9 50,95,800 115.53
Grand Total 10353,60,632 17,510.22
No. of Shares
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DETAILED ANALYSIS
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CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Dolly Khanna 10
DOLLY KHANNA & RAJEEV KHANNA
A famous investor in the Indian markets - famous because of her
golden touch in finding big stock moves before they occur. Not
very many know actually who she is - like she’s never been
interviewed or anything, yet everyone talks about this mystical
character.
Dolly Khanna is a Chennai-based homemaker and it is her
husband Rajiv Khanna who is the real investing whiz. After
selling the family-owned Kwality Milk Foods to Hindustan
Unilever in 1995, Rajiv Khanna invested in the markets for the
first time and though the portfolio is now worth of Rs 100 crore,
he maintains that his core business remains that of milk
products with stock trading being just a 'hobby'.
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DOLLYKHANNA&RAJEEVKHANNA
INVESTMENT ACTIVITY FOR QUARTER ENDING
MARCH, 2016
SECTOR ALLOCATION
Consumer
Discretionary :
34.72%
Consumer Staples :
4.7%
Financials : 4.82%
Health Care : 0%
Industrials :
41.08%
Info Tech : 8.39%
Materials : 6.25%
Market Value (Cr.) 102.11
Activity #Companies
New Positions 2
Added to holdings 5
Exited Positions 1
Reduced Allocation 3
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DOLLYKHANNA&RAJEEVKHANNA
Company Sector Share Price
Market Value
(Cr.)
% Holding Market Value
Asian Granito India
Consumer
Discretionary
2,77,856
1.2%
-0.2%
149.50 4.15
Emkay Global Financial Services Financials 2,71,660
1.1%
0.0%
54.20 1.47
Heritage Foods Consumer Staples 2,64,976
1.1%
0.0%
512.65 13.58
IFB Agro Industries
Consumer
Discretionary
1,34,337
1.4%
0.1%
392.75 5.28
Lincoln Pharmaceuticals Health Care 0
0.0%
-0.4%
157.40
Nandan Denim
Consumer
Discretionary
5,58,373
1.2%
0.1%
116.65 6.51
Nilkamal Materials 3,52,246
2.4%
-0.1%
1,101.35 38.79
Nitin Spinners
Consumer
Discretionary
5,60,176
1.2%
1.2%
59.05 3.31
NOCIL Industrials 21,80,801
1.4%
0.0%
46.15 10.06
R. S. Software Info Tech 4,72,413
1.8%
-0.8%
82.10 3.88
RSWM
Consumer
Discretionary
4,24,220
1.8%
1.8%
299.15 12.69
Thirumalai Chemicals Industrials 1,32,173
1.3%
0.0%
179.95 2.38
Grand Total 56,29,231 102.11
No. of Shares % Holding
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CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Rakesh Jhunjhunwala 13
RAKESH JHUNJHUNWALA
Big Bull Badshah of Dalal Street Rakesh Jhunjhunwala
needs no introduction. He is known as Stock Guru and
Warren Buffet of India. A qualified Chartered Accountant,
he manages his own portfolio as a partner in his Asset
Management firm, Rare Enterprises.
He started his career with Rs. 5,000 and after 30 years
has a net worth of over Rs. 7,000 Crores. His favourite
stock has been Titan Company in which he owns 8.6%
stake. Rakesh Jhunjhunwala considers Radhakishan
Damani (India's another ace Investor) as his guru.
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INVESTMENT ACTIVITY FOR QUARTER ENDING
MARCH, 2016
SECTOR ALLOCATION
RAKESHJHUNJHUNWALA
Consumer
Discretionary :
34.93%
Consumer Staples
: 0.96%
Financials : 24.97%
Health Care :
5.03%
Industrials :
21.55%
Info Tech : 11.89%
Materials : 0.64%
Market Value (Cr.) 7,888.71
Activity #Companies
New Positions 2
Added to holdings 4
Exited Positions 2
Reduced Allocation 4
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RAKESHJHUNJHUNWALA
Company Sector Share Price
Market Value
(Cr.)
% Holding Market Value
Anant Raj Financials 95,00,000
3.2%
0.0%
33.00 31.35
Aptech Info Tech 168,08,573
42.1%
0.0%
57.85 97.24
Agro Tech Foods Consumer Staples 37,45,518
15.4%
0.0%
469.80 175.96
Aurobindo Pharma Health Care 65,25,000
1.1%
0.1%
744.90 486.05
Autoline Industries
Consumer
Discretionary
12,51,233
9.5%
0.0%
37.05 4.64
CRISIL Financials 40,00,000
5.6%
0.0%
1,798.90 719.56
D B Realty Financials 50,00,000
2.1%
0.0%
42.75 21.38
Delta Corp Financials 0
0.0%
-9.3%
66.00
Dewan Housing Finance Corporation Financials 100,00,000
3.4%
0.0%
196.35 196.35
Edelweiss Financial Services Financials 90,00,000
1.1%
-0.1%
56.35 50.72
Escorts
Consumer
Discretionary
124,75,000
10.2%
0.0%
139.25 173.71
No. of Shares % Holding
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RAKESHJHUNJHUNWALA
Company Sector Share Price
Market Value
(Cr.)
% Holding Market Value
The Federal Bank Financials 270,71,060
1.6%
1.6%
46.45 125.75
Fortis Healthcare Health Care 50,00,000
1.1%
0.0%
175.50 87.75
Firstsource Solutions Info Tech 235,00,000
3.5%
-0.2%
33.55 78.84
Geojit BNP Paribas Financial Services Financials 225,37,500
9.6%
0.0%
30.90 69.64
Indiabulls Real Estate Financials 50,00,000
1.1%
0.0%
56.20 28.10
Intellect Design Arena Info Tech 60,00,000
6.0%
0.0%
225.85 135.51
Lupin Health Care 80,77,435
1.8%
0.1%
1,479.25 1,194.85
Man Infraconstruction Industrials 30,00,000
1.2%
0.0%
39.85 11.96
Multi Commodity Exchange of India Financials 20,10,000
3.9%
0.0%
836.65 168.17
NCC Industrials 568,33,266
10.2%
0.0%
75.80 430.80
Orient Cement Materials 25,00,000
1.2%
1.2%
152.40 38.10
No. of Shares % Holding
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RAKESHJHUNJHUNWALA
Company Sector Share Price
Market Value
(Cr.)
% Holding Market Value
Prakash Industries Industrials 40,00,000
3.0%
0.0%
29.90 11.96
Prozone Intu Properties Financials 31,50,000
2.1%
0.0%
27.05 8.52
Rallis India Industrials 201,05,820
10.3%
0.1%
170.15 342.10
Tata Motors
Consumer
Discretionary
161,75,788
3.2%
-0.1%
288.35 466.43
Titan Company
Consumer
Discretionary
776,57,220
8.8%
0.1%
339.10 2,633.36
TV18 Broadcast
Consumer
Discretionary
222,86,700
1.3%
0.0%
40.30 89.82
Viceroy Hotels
Consumer
Discretionary
62,07,566
14.6%
0.0%
16.30 10.12
VIP Industries
Consumer
Discretionary
0
0.0%
-4.9%
105.20 -
Grand Total 3894,17,679 7,888.71
No. of Shares % Holding
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Capital Mind March’16 The Big Whales Report
Notes
The cut off date for the data used in this report is 10-May-2016. Below are the companies wherein the Big Whales held shares for the period ending December, 2015 but
their holding for the period ending March, 2016 is due to be disclosed.
Company Sector Investor
Nirvikara Paper Mills Materials Akash Bhansali & Family
TVS Srichakra Materials Anuj Sheth
Radico Khaitan Consumer Discretionary Ashish Dhawan
Thermax Industrials Azim Hasham Premji
Liberty Shoes Consumer Discretionary Dolly Khanna
Sundaram Finance Financials Radhakishan Damani
Geometric Info Tech Rakesh Jhunjhunwala
Karur Vysya Bank Financials Rakesh Jhunjhunwala
Polaris Consulting & Services Info Tech Rakesh Jhunjhunwala
Amrutanjan Health Care Health Care Vijay Kishanlal Kedia
Liberty Shoes Consumer Discretionary Vijay Kishanlal Kedia
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Portfolios of Top Investors in Indian Stock market - Big Whales Report - March 2016

  • 1. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report 1Subscribe to Capital Mind Premium to access the full report
  • 2. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report 2 Capital Mind March’16 The Big Whales Report Methodology Time Period For this report we examined March, 2016 (Q4-2016) Shareholding Pattern and the trends in the year prior, with the historic benchmark as Q1-2015. (Note: Quarter ending Q1-2015 is Jun’15 and so on). Criteria We have considered the holdings of the individual along with their relatives. Ex: The holdings of Rakesh Jhunjhunwala consists of holdings under his own name, his company RARE Enterprises and his wife Rekha Jhunjhunwala. The holdings of an investor is disclosed only when it is more than 1% of the outstanding share capital. If the holding of the Investors falls below 1%, then it is not disclosed (we consider such investments as Exits). The cut off date for this report is 10-May-2016 i.e. if the shareholding data for any of these investors have been disclosed after the cut off date, they have been not been included in this report. Data Sources Capital Mind uses a broad range of sources to present the most complete picture possible. In addition to extensive primary source research sourced specifically for this report, Capital Mind uses publicly-available data from National Stock Exchange (www.nseindia.com), Bombay Stock Exchange (www.bseindia.com), Securities and Exchange Board of India (www.sebi.com), and other publicly available data. Please send any questions, comments, or corrections to contactus@capitalmind.in or drop in a message on any of the slack groups [#general, #stocks]. Introduction This report analyses Shareholding Pattern for Big Individual Investors for the period ending March, 2016. Subscribe to Capital Mind Premium to access the full report
  • 3. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report 3 Disclaimer This information has been prepared by Capital Mind solely for informational purposes. It is not, and should not be regarded as, investment advice, as a recommendation regarding any particular security, or as a course of action. Opinions expressed herein are current opinions as of the date appearing in this material only and are subject to change without notice. No part of this document may be reproduced in any manner, in whole or in part, without the prior written permission of Capital Mind. This information is provided with the understanding that, with respect to the material provided herein, you will make your own independent decision with respect to any course of action based on your own judgment, and that you are capable of understanding and assessing the merits of a course of action. Neither the information, nor any opinion contained herein, constitute a solicitation or offer by Capital Mind to buy or sell any securities, futures, options, or other financial instruments or provide any investment advice or service. Capital Mind does not purport to, and does not, in any fashion, provide broker/dealer, consulting, or any related services. Capital Mind March’16 The Big Whales Report Subscribe to Capital Mind Premium to access the full report
  • 4. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report 4 Overview 5 Detailed Analysis • Akash Bhanshali & Family 10 • Anil Kumar Goel & Family 14 • Anuj Sheth 19 • Ashish Dhawan 23 • Ashish Kacholia 27 • Azim Hasham Premji 31 • Bharat Jayantilal Patel 36 • Bhavook Tripathi 39 • Dilipkumar Lakhi & Family 41 • Dolly Khanna 44 • Haresh Keshwani 47 • Hitesh Satishchandra Doshi 50 • Nemish S. Shah 52 • Prof Shivanand Mankekar & Family 55 • Radhakishan Damani 57 • Rakesh Jhunjhunwala 60 • Ricky Ishwardas Kirpalani 65 • Satpal Khattar 68 • Vijay Kishanlal Kedia 71 Capital Mind March’16 The Big Whales Report Subscribe to Capital Mind Premium to access the full report
  • 5. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Overview 5 OVERVIEW Subscribe to Capital Mind Premium to access the full report
  • 6. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Overview 6 OVERVIEW – THE BIG WHALES REPORT Big Whales – an Individual Investor with substantial holdings in the Indian Capital Market. The Individual may own shares in the name of his firm and/ or relatives etc. We consolidate their holdings under each of these different accounts (except companies where they hold shares as Promoter Group). The report provides you a short background of the Investor, the sectoral holdings, changes in the investment activity and the detailed holding in each stock for the period ending March, 2016. The report is limited to the extent of shareholding disclosed to the stock exchange. If the Investor holds lesser than 1% of any stock, the holding is not disclosed. Hence if the current holding of a particular investor in a stock turns out to be zero (in the report below), we classify that as an exit i.e. the investor has exited the stock. We have identified 19 such Individuals who have made their name from the Indian Capital Markets would include the Big Bull Badshah Rakesh Jhunjhunwala, India’s largest philanthropist Azim Hasham Premji who holds a significant stakes through Premji Invest and has also invested in the start- up world. Subscribe to Capital Mind Premium to access the full report
  • 7. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Overview 7 OVERVIEW (Note: If the Individual Investor holds lower than 1% of the outstanding shares, their holding is not disclosed Investor Companies Market Value (Cr.) % Holding Market Value Akash Bhansali & Family 25 529,72,271 567.01 Anil Kumar Goel & Family 29 237,97,189 459.05 Anuj Sheth 19 594,47,363 1,480.91 Ashish Dhawan 16 649,01,885 624.94 Ashish Kacholia 14 147,94,218 220.76 Azim Hasham Premji 17 1868,76,082 1,967.07 Bharat Jayantilal Patel 13 329,88,112 183.35 Bhavook Tripathi 2 486,39,557 351.79 Dilipkumar Lakhi & Family 11 269,90,604 198.35 Dolly Khanna 12 56,29,231 102.11 Haresh Keshwani 10 95,99,133 117.01 Hitesh Satishchandra Doshi 3 42,99,703 97.63 No. of Shares Subscribe to Capital Mind Premium to access the full report
  • 8. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Overview 8 OVERVIEW (Note: If the Individual Investor holds lower than 1% of the outstanding shares, their holding is not disclosed Investor Companies Market Value (Cr.) % Holding Market Value Nemish S. Shah 10 308,00,479 548.25 Prof Shivanand Mankekar & Family 4 175,17,679 523.32 Radhakishan Damani 12 360,53,418 1,536.02 Rakesh Jhunjhunwala 30 3894,17,679 7,888.71 Ricky Ishwardas Kirpalani 8 79,50,071 108.52 Satpal Khattar 7 175,90,158 419.87 Vijay Kishanlal Kedia 9 50,95,800 115.53 Grand Total 10353,60,632 17,510.22 No. of Shares Subscribe to Capital Mind Premium to access the full report
  • 9. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report 9 DETAILED ANALYSIS Subscribe to Capital Mind Premium to access the full report
  • 10. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Dolly Khanna 10 DOLLY KHANNA & RAJEEV KHANNA A famous investor in the Indian markets - famous because of her golden touch in finding big stock moves before they occur. Not very many know actually who she is - like she’s never been interviewed or anything, yet everyone talks about this mystical character. Dolly Khanna is a Chennai-based homemaker and it is her husband Rajiv Khanna who is the real investing whiz. After selling the family-owned Kwality Milk Foods to Hindustan Unilever in 1995, Rajiv Khanna invested in the markets for the first time and though the portfolio is now worth of Rs 100 crore, he maintains that his core business remains that of milk products with stock trading being just a 'hobby'. Subscribe to Capital Mind Premium to access the full report
  • 11. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Dolly Khanna 11 DOLLYKHANNA&RAJEEVKHANNA INVESTMENT ACTIVITY FOR QUARTER ENDING MARCH, 2016 SECTOR ALLOCATION Consumer Discretionary : 34.72% Consumer Staples : 4.7% Financials : 4.82% Health Care : 0% Industrials : 41.08% Info Tech : 8.39% Materials : 6.25% Market Value (Cr.) 102.11 Activity #Companies New Positions 2 Added to holdings 5 Exited Positions 1 Reduced Allocation 3 Subscribe to Capital Mind Premium to access the full report
  • 12. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Dolly Khanna 12 DOLLYKHANNA&RAJEEVKHANNA Company Sector Share Price Market Value (Cr.) % Holding Market Value Asian Granito India Consumer Discretionary 2,77,856 1.2% -0.2% 149.50 4.15 Emkay Global Financial Services Financials 2,71,660 1.1% 0.0% 54.20 1.47 Heritage Foods Consumer Staples 2,64,976 1.1% 0.0% 512.65 13.58 IFB Agro Industries Consumer Discretionary 1,34,337 1.4% 0.1% 392.75 5.28 Lincoln Pharmaceuticals Health Care 0 0.0% -0.4% 157.40 Nandan Denim Consumer Discretionary 5,58,373 1.2% 0.1% 116.65 6.51 Nilkamal Materials 3,52,246 2.4% -0.1% 1,101.35 38.79 Nitin Spinners Consumer Discretionary 5,60,176 1.2% 1.2% 59.05 3.31 NOCIL Industrials 21,80,801 1.4% 0.0% 46.15 10.06 R. S. Software Info Tech 4,72,413 1.8% -0.8% 82.10 3.88 RSWM Consumer Discretionary 4,24,220 1.8% 1.8% 299.15 12.69 Thirumalai Chemicals Industrials 1,32,173 1.3% 0.0% 179.95 2.38 Grand Total 56,29,231 102.11 No. of Shares % Holding Subscribe to Capital Mind Premium to access the full report
  • 13. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Rakesh Jhunjhunwala 13 RAKESH JHUNJHUNWALA Big Bull Badshah of Dalal Street Rakesh Jhunjhunwala needs no introduction. He is known as Stock Guru and Warren Buffet of India. A qualified Chartered Accountant, he manages his own portfolio as a partner in his Asset Management firm, Rare Enterprises. He started his career with Rs. 5,000 and after 30 years has a net worth of over Rs. 7,000 Crores. His favourite stock has been Titan Company in which he owns 8.6% stake. Rakesh Jhunjhunwala considers Radhakishan Damani (India's another ace Investor) as his guru. Subscribe to Capital Mind Premium to access the full report
  • 14. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Rakesh Jhunjhunwala 14 INVESTMENT ACTIVITY FOR QUARTER ENDING MARCH, 2016 SECTOR ALLOCATION RAKESHJHUNJHUNWALA Consumer Discretionary : 34.93% Consumer Staples : 0.96% Financials : 24.97% Health Care : 5.03% Industrials : 21.55% Info Tech : 11.89% Materials : 0.64% Market Value (Cr.) 7,888.71 Activity #Companies New Positions 2 Added to holdings 4 Exited Positions 2 Reduced Allocation 4 Subscribe to Capital Mind Premium to access the full report
  • 15. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Rakesh Jhunjhunwala 15 RAKESHJHUNJHUNWALA Company Sector Share Price Market Value (Cr.) % Holding Market Value Anant Raj Financials 95,00,000 3.2% 0.0% 33.00 31.35 Aptech Info Tech 168,08,573 42.1% 0.0% 57.85 97.24 Agro Tech Foods Consumer Staples 37,45,518 15.4% 0.0% 469.80 175.96 Aurobindo Pharma Health Care 65,25,000 1.1% 0.1% 744.90 486.05 Autoline Industries Consumer Discretionary 12,51,233 9.5% 0.0% 37.05 4.64 CRISIL Financials 40,00,000 5.6% 0.0% 1,798.90 719.56 D B Realty Financials 50,00,000 2.1% 0.0% 42.75 21.38 Delta Corp Financials 0 0.0% -9.3% 66.00 Dewan Housing Finance Corporation Financials 100,00,000 3.4% 0.0% 196.35 196.35 Edelweiss Financial Services Financials 90,00,000 1.1% -0.1% 56.35 50.72 Escorts Consumer Discretionary 124,75,000 10.2% 0.0% 139.25 173.71 No. of Shares % Holding Subscribe to Capital Mind Premium to access the full report
  • 16. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Rakesh Jhunjhunwala 16 RAKESHJHUNJHUNWALA Company Sector Share Price Market Value (Cr.) % Holding Market Value The Federal Bank Financials 270,71,060 1.6% 1.6% 46.45 125.75 Fortis Healthcare Health Care 50,00,000 1.1% 0.0% 175.50 87.75 Firstsource Solutions Info Tech 235,00,000 3.5% -0.2% 33.55 78.84 Geojit BNP Paribas Financial Services Financials 225,37,500 9.6% 0.0% 30.90 69.64 Indiabulls Real Estate Financials 50,00,000 1.1% 0.0% 56.20 28.10 Intellect Design Arena Info Tech 60,00,000 6.0% 0.0% 225.85 135.51 Lupin Health Care 80,77,435 1.8% 0.1% 1,479.25 1,194.85 Man Infraconstruction Industrials 30,00,000 1.2% 0.0% 39.85 11.96 Multi Commodity Exchange of India Financials 20,10,000 3.9% 0.0% 836.65 168.17 NCC Industrials 568,33,266 10.2% 0.0% 75.80 430.80 Orient Cement Materials 25,00,000 1.2% 1.2% 152.40 38.10 No. of Shares % Holding Subscribe to Capital Mind Premium to access the full report
  • 17. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Rakesh Jhunjhunwala 17 RAKESHJHUNJHUNWALA Company Sector Share Price Market Value (Cr.) % Holding Market Value Prakash Industries Industrials 40,00,000 3.0% 0.0% 29.90 11.96 Prozone Intu Properties Financials 31,50,000 2.1% 0.0% 27.05 8.52 Rallis India Industrials 201,05,820 10.3% 0.1% 170.15 342.10 Tata Motors Consumer Discretionary 161,75,788 3.2% -0.1% 288.35 466.43 Titan Company Consumer Discretionary 776,57,220 8.8% 0.1% 339.10 2,633.36 TV18 Broadcast Consumer Discretionary 222,86,700 1.3% 0.0% 40.30 89.82 Viceroy Hotels Consumer Discretionary 62,07,566 14.6% 0.0% 16.30 10.12 VIP Industries Consumer Discretionary 0 0.0% -4.9% 105.20 - Grand Total 3894,17,679 7,888.71 No. of Shares % Holding Subscribe to Capital Mind Premium to access the full report
  • 18. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report • Overview Capital Mind March’16 The Big Whales Report Notes The cut off date for the data used in this report is 10-May-2016. Below are the companies wherein the Big Whales held shares for the period ending December, 2015 but their holding for the period ending March, 2016 is due to be disclosed. Company Sector Investor Nirvikara Paper Mills Materials Akash Bhansali & Family TVS Srichakra Materials Anuj Sheth Radico Khaitan Consumer Discretionary Ashish Dhawan Thermax Industrials Azim Hasham Premji Liberty Shoes Consumer Discretionary Dolly Khanna Sundaram Finance Financials Radhakishan Damani Geometric Info Tech Rakesh Jhunjhunwala Karur Vysya Bank Financials Rakesh Jhunjhunwala Polaris Consulting & Services Info Tech Rakesh Jhunjhunwala Amrutanjan Health Care Health Care Vijay Kishanlal Kedia Liberty Shoes Consumer Discretionary Vijay Kishanlal Kedia Subscribe to Capital Mind Premium to access the full report
  • 19. CAPITALMIND • © ALL RIGHTS RESERVED • capitalmind.in • March’16 The Big Whales Report 19 Subscribe to Capital Mind Premium to access the full report. Click here to see how our Premium members are benefitted.