Portfolio Of Jhunjhunwala

But how are you sure that these are actually the investments made by them. What if the website gives some fudged details..to suit their needs..?
We just can't blindly go by the results.
anyway thanks for sharing...

Rakesh Jhunjhunwala What is the Big Man bullish on?


Best Quote: If you find an idea that you are convinced of take a position which if proved correct makes a meaningful difference to your Balance Sheet.



COMPANY

30-Jun07
30-Sep07
PRICE
VALUE
WEIGHT
PE
Market




NO. OF SHARES
4Jan08
Rs crore
(%)

Cap












TITAN INDUSTRIES

4092756
4082756
1568
640.18
16.71
56
6961

APTECH


11434178
11434178
377
431.07
11.25
-
1648

NAGARJUNA CONSTRUCTION
12750000
12750000
325
414.38
10.82
46
7439

PRAJ INDUSTRIES

15026624
1426624
228
342.61
8.94
38
4163

PUNJ LOYD

5040000
5040000
528
266.11
6.95
162
15373

BILCARE


1650000
2025000
1405
231.83
6.05
35
2250

CRISIL


550000
550000
3508
192.94
5.04
51
2535

PANTALOON RETAIL
2330895
2330895
821
191.37
5.00
111
12378

GEOJIT FINANCE

18000000
18000000
104
187.20
4.89
68
2197

LUPIN


2811800
2811800
595
167.30
4.37
13
4805

BHUSHAN STEEL

1000000
1000000
1510
151.00
3.94
17
6408

KARUR VYSYA BANK
2569073
2569073
495
127.17
3.32
16
2671

PRIME FOCUS

882500
882500
1217
107.40
2.80
60
1549

GARWARE WALLROPES

5000000
5000000
207
103.50
2.70
19
443

PROVOGUE

480000
480000
1400
67.20
1.75
109
2635

HINDUSTAN OIL EXPLORATION
3056605
3056605
142
43.40
1.13
107
1861

VICEROY HOTELS

3750000
4750000
110
41.25
1.08
77
410

AGROTECH FOODS

1525000
1900759
206
31.42
0.82
29
506

INFOMEDIA INDIA

1056062
1506062
252
26.61
0.69
275
497

GEOMETRIC SOFTWARE
2505000
2505000
83
20.79
0.54
17
517

ZENOTECH LABS

1150000
1150000
152
17.48
0.46
-
521

MID-DAY MULTIMEDIA
2250000
2250000
51
11.48
0.30
-
310

ALPHAGEO

125000
125000
905
11.31
0.30
27
445

RAMCO SYSTEMS

154755
0
192
2.97
0.08
-
295

VADILAL INDUSTRIES
205578
205578
75
1.54
0.04
9
54

BEML


538767







TTK Prestige

125000

GARWARE WALLROPE is the kind of good, steady, unfancied business with a big mkt share that W Buffet would like.

BTW, does anyone remember the IPO price of BGR Energy?

Regards,
Kalyan.

toxic
bseindia site dont have any details that how much quantity of shares an indivisual
holds in a company .
i have not found any info regarding this even in share holding patterns or anywhere else.

rumours of his recent entry :ELBEE XPRESS....the mumbai based unlisted freight forwarding co waiting in the wings for an IPO....
BUT also know that in recent times , this guy has become a big operater in nifty futs & nick named 'elephant trader ' in trader circles.
did u not watch his interviews on diwali mahurat ??
he was agresively bearish on indian mkts for reasons.....SUB PRIME woes.

well done! really very good research by u