During his portfolio rejig in the September quarter, Kacholia increased stakes in five companies, whereas he trimmed his holding in three other companies. He left his stake unchanged in four stocks.
The smallcap czar made a fresh entry into Ami Organics. As of September 30, 2021, he held 4,91,474 equity shares, or 1.35 stake, in the company. His stake is worth Rs 65.1 crore.
Kacholia made new investments in logistics player Gateway Distriparks during July-September period. He holds 1,917,606 or 1.54 per cent stake in the company, which is worth Rs 54.1 crore.
Similarly, Kacholia also bought 1,120.459 equity shares of Somany Home Innovation and 1,207,632 equity shares of VRL Logistics. Stake in these companies is worth Rs 49.7 crore and Rs 46 crore, respectively.
He also bought fresh stakes in Kwality Pharmaceuticals (141,000 equity shares), Faze Three (675,688 equity shares), Venus Remedies (150,000 equity shares), TARC (4,425,000 equity shares) and Xpro India (297,216 equity shares).
The marquee investor more than doubled his stake in Ador Welding to 4,37,700 equity shares or 3.22 per cent on September 30, 2021. He held 1,53,402 equity shares or 1.13 per cent stake in the company at the end of June quarter.
Kacholia significantly increased his stake in Garware Hi-Tech Films (758,577 equity shares) and IOL Chemicals and Pharmaceuticals (1,153,566 equity shares). He marginally increased his stake in companies like Safari Industries and HLE Glasscoat.
On the contrary, Kacholia significantly slashed his stake in Shaily Engineering Plastics as he held 6.54 per cent stake in the company at the end of September quarter, which was 7.21 per cent in the previous quarter.
He also marginally cut his stake in Mold-Tek Packaging and Vaibhav Global, whereas he stayed put in Poly Medicure, Acrysil, Vishnu Chemicals and ADF Foods.
As per the latest corporate shareholdings filed thus far, Ashish Kacholia publicly holds 27 stocks with a net worth of over Rs 1,787.1 crore.
Kacholia’s holding in Birlasoft, Caplin Point Laboratories, Apollo Pipes and DFM Foods slipped below one per cent as his name was missing from the key shareholders’ list, as per the regulatory filing.
However, it can not be ascertained that he has completely exited these stocks as companies are obliged to release the name of shareholders holding one per cent or more stake in the company.
