For all those affiliated with the stock market, it is always fascinating to know what the other person is investing into, what are the stocks owned? Call it human nature, but its always interesting to know what the other person does, the ever inquisitive nature of mankind.
So we were also a bit inquisitive and decided to take a look at the holdings of Rakesh Jhunjhunwala, one of the savviest and smart investors on Dalal Street. He is a CA by profession and his name catapulted into fame when Forbes, in 2007, ranked him as the 51st richest man in India. Son of an income tax officer, he started dabbling in stocks while in college. Rather than take a job, he plunged into investing, starting with around Rs.5000 in 1985 when the BSE Sensex was at 150; it is now over around 14,000. His privately owned stock trading firm Rare Enterprises, derives the name from first two initials of his name and wife Rekha's name.
Hence we thought it would be very interesting to know about his holdings and the stocks which he holds a substantial stake in. He is a long term investor and does not trade for short term profit. Take a look at his portfolio and maybe learn a few lessons. These shares are held by Rakesh and his wife Rekha Jhunjhunwala and form a part of his disclosed portfolio. There could be more holdings through companies, trusts, proprietary accounts which are not in the public domain.
| NAME OF COMPANY | SHARES HELD (as on 30/06/08) | PRX (as on 5/08/08) | VALUE (Rs.in crores) |
| TITAN INDUSTRIES | 39,85,756 | 1277 | 508.98 |
| PRAJ INDUSTRIES | 1,33,76,624 | 188 | 251.48 |
| LUPIN LTD | 27,52,135 | 753 | 207.24 |
| CRISIL | 5,50,000 | 3631 | 199.70 |
| NARAGJUNA CONSTRN | 1,24,50,000 | 134 | 166.83 |
| BILCARE | 20,25,000 | 640 | 129.60 |
| PUNJ LLOYD | 50,40,000 | 291 | 146.66 |
| PANTALOON RETAIL | 23,30,895 | 353 | 82.28 |
| KARUR VYSYA BANK | 24,94,073 | 348 | 86.79 |
| BHUSHAN STEEL | 8,20,000 | 922 | 75.64 |
| GEOJIT FINANCE | 1,80,00,000 | 43 | 77.40 |
| PROVOGUE INDIA | 3,80,000 | 850 | 32.30 |
| GARWARE WALL ROPE | 5,00,000 | 86 | 4.30 |
| PRIME FOCUS | 8,82,500 | 460 | 40.59 |
| VICEROY HOTELS | 47,50,000 | 51 | 24.22 |
| INFOMEDIA INDIA | 15,06,062 | 155 | 23.34 |
| AGROTECH FOODS | 17,03,259 | 126 | 21.46 |
| ZENOTECH LABS | 11,50,000 | 113 | 12.99 |
| MID-DAY MULTIMEDIA | 22,50,000 | 26 | 5.85 |
| ION EXCHANGE | 5,00,000 | 153 | 7.65 |
| ZEN TECHNOLOGY | 5,00,000 | 164 | 8.20 |
| ALPHAGEO | 1,25,000 | 413 | 5.16 |
| JB CHEMICALS | 10,81,650 | 47 | 5.08 |
| AUTOLINE INDUSTRIES | 12,11,622 | 182 | 22.05 |
| MRO TEK | 5,70,834 | 51 | 2.91 |
| HIND OIL EXPLOR | 61,00,666 | 136 | 82.97 |
| TOTAL VALUE OF PORTFOLIO – Rs. 2231.67 crore. | |||
1 comment:
Jhunjhunwala writes a blog at www.rakeshjhunjhunwala.in have you seen it?
Post a Comment