Long & Short of Indian Equities

Entries from October 2009

Rakesh Jhunjhunwala’s holdings as on 30th September’09

October 16, 2009 · 6 Comments

This is just a small brief on what the Big Bull bought/sold the last quarter.

He bought 1,54,500 shares of Lupin, 1,37,105 shares of Titan Industries, 6,00,000 shares of Karur Vysya Bank, 203000 shares of Rallis India and 8,00,000 shares of Geometric in the quarter ending September’09.

He sold 19575 shares of Bilcare. This is his second consecutive quarter of selling in Bilcare.

No change in holdings in Crisil, Punj Lloyd, Pantaloon Retail, Geojit BNP, Praj Industries, Zen Technologies and Nagarjuna Constructions. Not all the companies have disclosed the shareholding pattern.

Wish you a very Happy Diwali. Don’t expect markets to go up by 90% again by the next Diwali though the bull market remains intact ! Avoid Index stocks and buy quality midcap stocks.

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