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.
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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RIP Big bull of India
Thank you for giving us such a nice guide..