Ace investors Ashish Kacholia, Mukul Agarwal bought & sold these shares

The July-September quarter had been busy for veteran investors like Ashish Kacholia and Mukul Agarwal as they rejigged their portfolios. In the rejigging exercise, Ashish Kacholia bought a stake in ten companies while he partially or completely exited five stocks. Similarly, Mumbai-based Mukul Agarwal added twelve stocks to his portfolio and reduced his stake in ten companies.

Kacholia’s fresh buys

According to Trendlyne Ashish Kacholia publicly holds 27 stocks with a net worth of over Rs. 1,652.9 crore. As of September 30, 2021, the Mid & SmallCap stock picker bought 1.4% or 1,41,000 shares in Kwality Pharmaceuticals which is valued at Rs 11.8 crore. Somany Home Innovation is another company where he bought a fresh stake and now holds 1.6% or 11,20,459 shares of the company.

He also bought fresh stakes in VRL Logistics (12,07,632 shares or 1.4%), Ami Organics (4,91,474 shares or 1.4%), Gateway Distriparks (19,17,606 shares or 1.5%), Faze Three (6,75,688 shares or 2.8%), Venus Remedies (1,50,000 shares or 1.1%), Sastasundar Ventures (3,30,785 shares or 1%), TARC (44,25,000 shares or 1.5%) and Xpro India (2,97,216 shares or 2.5%).

Kacholia’s stake added

Besides, he almost tripled his stake in Ador Welding from 1.1% in the June quarter to 3.2% in the September quarter. That apart he increased his holding in companies Beta Drugs (by 0.7% to 5.6%), Garware Hi-Tech (by 0.7% to 3.3%), IOL Chemicals (by 0.3% to 2%) and marginally increased in Safari Industries (by 0.1% to 2.7%).

Kacholia’s stake sell

On the other hand, Kacholia pared a stake in companies like Shaily Engineering by 0.7% to 6.5% in the September quarter from 7.2% in June 2021 quarter. He also marginally cut his stake in Mold-Tek Packaging and Vaibhav Global, whereas he stayed put in Poly Medicure, Acrysil, Vishnu Chemicals and ADF Foods.

Kacholia’s holding in Birlasoft, Caplin Point Laboratories, Apollo Pipes, Apollo Tricoat Tubes and DFM Foods slipped below one per cent as his name was missing from the key shareholders’ list, as per the regulatory filing.

Agarwal’s fresh buys

Just like Kacholia, marquee investor Mukul Agarwal also rejigged his portfolio. The new additions include companies like Paras Defence & Space Technologies in which he bought 9,04,286 shares or 2.3% stake in the company.

He also made fresh investments in MTAR Technologies (4,00,00 shares or 1.3%), Vidhi Specialty Food Ingredients (9,20,765 shares or 1.8%), Thomas Cook (50,00,060 shares or 1.3%), PDS Multinational Fashions (7,16,000 shares or 2.8%), Allcargo Logistics (33,00,000 shares or 1.3%), Jet Freight Logistics (7,56,000 shares or 6.5%), Radico Khaitan (14,00,083 shares or 1.1%), Thejo Engineering (60,000 shares or 1.7%), Zota Healthcare (12,38,528 shares or 4.9%), Goldiam International (6,25,000 shares or 2.8%), MPS (8,00,000 shares or 4.4%),

Agarwal’s stake added

Apart from fresh buys Agarwal added increased his stake in six companies. TAAL Enterprises (by 0.8% to 8.8%), Sahyadri Industries (by 0.5% to 2.4%), Dishman Carbogen Amcis (by 0.3% to 2.9%), EKI Energy Services (by 0.3% to 1.9%), Gati (by 0.2% to 5.3%), Newgen Software (by 0.1% to 1.6%).

Agarwal’s stake sell

Agrawal pared stake seven companies, including Sequent Scientific, Stylam Industries, BEML, Sunshield Chemicals, BEML, MSCT, Religare Enterprises and Greaves Cotton, as his name didn’t appear as key shareholders.

Besides he also reduced his stake in Mastek by 0.2% and now holds a 1.1% stake in the company compared to 1.2% in the June quarter. Dynamatic Technologies is another company in which he pared his stake by 0.2% to 1.4% and Indo Count Industries his stake stood at 1.2% compared to 1.3% in the previous quarter.

All in all Mukul Agrawal publicly holds 47 stocks with a net worth of over Rs 2,326.2 crore.