Ashish Kacholia modifies stock portfolio in September quarter
The investor added new positions in ESDS Software Solutions and Ardee Industries while reducing stakes in several existing holdings, according to Mint.
Investor Ashish Kacholia made several changes to his publicly disclosed stock portfolio during the September quarter of FY27, according to shareholding data from Trendlyne reported by Mint. Kacholia held 46 stocks with a total portfolio value of approximately ₹2,953.8 crore.
The investor acquired fresh stakes in ESDS Software Solutions and Ardee Industries. His 2.1 per cent stake in ESDS Software Solutions, valued at ₹285.3 crore, was one of the largest additions. He also took a 1.2 per cent stake in Ardee Industries, comprising 37.74 lakh shares worth ₹16.8 crore.
Kacholia increased his holdings in Indo SMC and Stove Kraft. His stake in Indo SMC rose to 3.3 per cent from 3 per cent in June, while his stake in Stove Kraft increased to 1.9 per cent from 1.7 per cent.
The investor reduced his stakes in several companies, including Xpro India, Beta Drugs, Carysil, and Yasho Industries. His holding in Xpro India fell to 2 per cent from 3.9 per cent, while his stake in Beta Drugs declined to 10.5 per cent from 11 per cent.
Other reductions were noted in Advait Energy, Knowledge Marine & Engineering Works, Safari Industries, Shaily Engineering Plastics, Texel Industries, and Tanfac Industries. Fineotex Chemical, Dhabriya Polywood, and Brand Concepts fell below the 1 per cent disclosure threshold.
Trendlyne cautioned that the latest quarter's data might be incomplete as some companies have not yet reported their shareholding patterns.