This is just a small brief of Big Bull’s holdings (bought/sold) during the last quarter.
Lupin – 79,500 shares
Titan – 1,57,000 shares
Nagarjuna Constructions – 12,50,000 shares
Rallis India – 35,000 shares
McNally Bharat Engineering – 4,80,078 shares
Punj Lloyd – 12,50,000 shares
Praj Industries – 12,50,000 shares
Karur Vysya Bank – 5,27,503 shares
HOEC – 5,50,500 shares
No change in holdings in Crisil, Pantaloon-DVR, Bilcare, Geojit BNP Paribas, Geometric and Zen Technologies.
Big Bull is selling stocks whose earnings disappoint or are likely to disappoint in the future. Punj Lloyd since its IPO has gone nowhere.