Tanushree Jaiswal Tanushree Jaiswal 17th November 2023

Notable Investors' Moves in Q3FY23

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The last quarter of 2022 witnessed notable moves by some of Dalal Street's most renowned investors, as they strategically adjusted their portfolios in the dynamic stock market. This article dives into the latest shareholding data, shedding light on the intriguing stock manoeuvres of Ashish Kacholia, Rekha Jhunjhunwala, Akash Bhansali, and other prominent names in the world of finance.

Ashish Kacholia's Tactical Shifts: Spotlight on Multibagger Picks

Ashish Kacholia, renowned for his knack for identifying multibagger stocks, made intriguing moves in Q3FY23. Here's a snapshot of his portfolio adjustments:

Stock Stake in Q3FY23 (%) Stake in Q2FY23 (%)
Raghav Productivity Enhancers 2 Not previously listed
Yasho Industries 3.8 2.6
Xpro India 4.5 4.4
Fineotex Chemical Unchanged Unchanged
United Drilling Tools Unchanged Unchanged

Kacholia notably acquired a 2 percent stake in Raghav Productivity Enhancers, showcasing his strategic move into the ramming mass mineral sector.

Rekha Jhunjhunwala's Banking Bet: Canara Bank in Focus

The wife of late market mogul Rakesh Jhunjhunwala, Rekha Jhunjhunwala, made a noteworthy addition to her portfolio:

Stock Stake in Dec '22 (%) Stake in Sep '22 (%)
Canara Bank 2 1.48

Jhunjhunwala increased her stake in public sector lender Canara Bank, aligning her investment strategy with the banking sector's dynamics.

Akash Bhansali's Precision Moves: Laurus Labs in Focus

Akash Bhansali, recognized for his stock-picking skills, displayed strategic precision in his portfolio adjustments:

Stock Stake in Q3FY23 (%) Stake in Previous Quarter (%)
Laurus Labs 1.14 Not previously listed
Amasa Holdings 3.8 3.93

Bhansali increased his stake in Laurus Labs while slightly reducing the holding in Amasa Holdings during the same period.

Sunil Singhania's Incremental Move: Stylam Industries

Abakkus' Sunil Singhania marginally increased his holdings in Stylam Industries, showcasing a calculated move:

Stock Stake in Q3FY23 (%) Stake in Previous Quarter (%)
Stylam Industries 2.4 2.3

Singhania's move aligns with the company's impressive growth and robust financial performance over the past decade.

Dolly Khanna's Trimmed Holdings: Fine-Tuning the Portfolio

Chennai-based investor Dolly Khanna adjusted her stakes in various companies:

Stock Stake in Dec '22 (%) Stake in Previous Quarter (%)
Tinna Rubber and Infrastructure 1.6 1.7
Ajanta Soya 1.48 1.54
Aries Agro Below 1% Above 1%
J Kumar Below 1% Above 1%
NCL Industries Below 1% Above 1%
Sharda Cropchem Below 1% Above 1%

Khanna strategically adjusted her positions, demonstrating a meticulous approach to portfolio management.

Should anyone try to replicate the Superstar portfolio?

The entry and exit points are not given, despite the fact that individuals like Ashish Kacholia and Rakesh Jhunjhunwala have online portfolios that are known to yield strong returns.

You have no idea when to register gains, when to lower your position and book a loss, or when to begin making long-term purchases.

These stock portfolios are worth considering, but before you purchase them, conduct your own independent research.
Since the portfolio has already returned 145% over the past year, as you mentioned, you need to determine if the stocks will stabilize for a while or whether they still have room to offer another 100% return.

The moves by these seasoned investors provide valuable insights into their perceptions of market dynamics. As the financial landscape continues to evolve, investors keen on navigating the stock market should keep a close eye on these strategic adjustments, leveraging the wisdom of these market stalwarts.


 

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