Rakesh Jhujhunwala Stock Portfolio – Aug-2022 – What did he add or exited recently?

It would be always exciting for stock market investors to check the latest stock portfolio of Big Bull Rakesh Jhunjhunwala. Share holdings data of Rakesh Jhunjhunwala + Rekha Jhunjhunwala is generally available after a few weeks of quarter closure. While stock market took correction in the last 3-4 months, as per the latest report from Trendlyne, it indicates that Bigbull lost over Rs 2,000 Crores compared to Mar-22. In this article we would provide Latest Stock portfolio of Rakesh Jhunjhunwala in 2022, stocks that were added or exited recently.

Also Read: Which Stocks doubling in every 4 years?

Rakesh Jhujhunwala Stock Portfolio in Aug-2022

Rakesh Jhujhunwala along with Rekha Jhujhunwala was holding 35 stocks during last quarter, which was trimmed 32 stocks now as per latest report.

Rakesh Jhujhunwala Stock Portfolio – Aug-2022 – What did he add or exited recently

A) Rakesh Jhujhunwala Stock Portfolio – Aug-2022 – Additions

Bigbull has made re-entry into tractor manufacturer, Escorts Kubota Limited. Duo was holding some stake few quarters back, however, exited during Jan to Mar-22 quarter. They made re-entry again in the Apr-22 to Jun-22 quarter and invested Rs 299.4 Crores.

Few days back Escorts Kubota has posted Q1 FY23 financial results where it shows 20% drop in profits in Q1 compared to last year. The company indicated that the bottom line was impacted due to lower operating profit as steep inflation in commodity prices coupled with adverse product mix took a toll.

Even Escorts Kubota tractor sales dropped 18% in July, 2022 compared to Jul-21.

On the other side, this company share price has performed well. Its share prices shot up by 250% in last 3 years and 33% in the last 1 year. Currently it is trading at Rs 1,680 per share.

B) Rakesh Jhujhunwala Stock Portfolio – Aug-2022 – Exited or reduced to < 1%

Bigbull has either exited or reduced his share holdings to below 1% of these companies compared to the previous quarter. He was holding 7.5% in Delta corp and 1.1% to 1.4% in other 3 companies.

  • Delta Corp
  • Indiabulls Real Estate
  • National Aluminium Company
  • TV18 Broadcast

All these stocks have crashed by 40% to 50% in the last 3-4 months.

C) Rakesh Jhujhunwala Stock Portfolio – Aug-2022 – Changes

In below stocks, Jhunjhunwala has reduced the stake and it is just between 0.1% to 0.2% now.

  • Autoline Industries
  • D B Realty
  • Indiabulls Housing Finance
  • Nazara Technologies
  • NCC
  • Tata Motors

Also Read: 5 Stocks which are tripling every 3 years

Rakesh Jhujhunwala Stock Portfolio – Aug-2022

They continue to hold significant amounts of over 75% in top – 5 holdings. Here is the latest stock holdings, percentage of holding and holdings as of Mar-22.

Stock Holding in Cr Holding % Mar-22 Holding
Titan Company 11,105 5.1% 5.1%
Star Health Insurance 7,033 17.5% 17.5%
Metro Brands 3,296 14.4% 14.4%
Tata Motors 1,731 1.1% 1.2%
Crisil 1,305 5.5% 5.5%
Fortis Healthcare 927 4.2% 4.2%
Federal Bank 840 3.6% 3.7%
Canara Bank 824 2.0% 2.0%
Indian Hotels Company 816 2.1% 2.1%
NCC 508 12.6% 12.8%
Rallis India 429 9.8% 9.8%
Nazara Technologies 425 10.0% 10.1%
Jubilant Pharmova 380 6.8% 6.8%
Jubilant Ingrevia 359 4.7% 4.7%
Tata Communications 339 1.1% 1.1%
Escorts Kubota 310 1.4%
Karur Vysya Bank 230 4.5% 4.5%
Aptech 227 23.4% 23.4%
Agro Tech Foods 157 8.2% 8.2%
Va Tech Wabag 124 8.0% 8.0%
Edelweiss Financial 86 1.6% 1.6%
Geojit Financial Services 85 7.5% 7.6%
Wockhardt 71 2.1% 2.1%
Anant Raj 69 3.4% 3.4%
Indiabulls Housing Fin 69 1.2% 1.3%
Dishman Carbogen 57 3.2% 3.2%
Man Infraconstruction 40 1.2% 1.2%
D B Realty 31 1.9% 2.1%
Orient Cement 29 1.2% 1.2%
Autoline Industries 13 4.5% 4.6%
Bilcare 13 8.5% 8.5%
Prozone Intu Prop 8 2.1% 2.1%
Delta Corp 7.5%
Indiabulls Real Estate 1.1%
NALCO 1.4%
TV18 Broadcast 1.2%
31,934

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Suresh KP

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