Dolly Khanna buys stake in 10 companies in Q4, trims in 6 others

New Delhi: Marquee investor Dolly Khanna was busy shopping on Dalal Street during the March quarter as she added as many as 10 stocks to her portfolio, including four new ones. On the other hand, the celebrity investor marginally trimmed stake in another half a dozen companies during the last quarter of the financial year 2021-22.

Khanna's latest portfolio rejig suggests that she has been bullish on sectors such as agrochemicals, fertilizers, mining and industrial minerals, whereas she has reduced her stake in companies from cement, textile and auto ancillary sectors.

Among fresh buys, Khanna picked 12,43,710 equity shares or a 1.38 per cent stake in Sharda Cropchem, a pesticides and agrochemicals player, during the January-March period. Khanna bought 1,26,117 equity shares or a 1.38 per cent stake in Goa Carbons, a homegrown petrochemical company, engaged in the manufacture and sale of Calcined Petroleum Coke.

The seasoned investor also entered Sandur Manganese & Iron Ore, buying 1,37,608 equity shares or 1.53 per cent stake, and Khaitan Chemicals & Fertilizers, purchasing 9,89,591 shares or 1.02 per cent stake in the company in the recently concluded quarter.

Khaitan Chemicals has rallied more than 570 per cent in the last one year, while Sandur Manganese has surged 335 per cent and Sharda Cropchem 145 per cent during the same period.

The marquee investor picked up another 2,48,323 equity shares of Prakash Pipes, taking her stake in the company to 2.39 per cent (5,72,323 shares) during the March quarter. She held 3,24,000 shares or a 1.35 per cent stake in the pipe manufacturer in the preceding quarter.

Along with this, Khanna also bought another 56,166 shares of Ajanta Soya to increase her stake to 2,34,666 shares or 1.46 per cent in Q4 from 1,78,500 shares or 1.11 per cent holding in Q3, the data suggests.

She also added a little more than 48,000 shares of Rama Phosphates to increase her holding to 4,52,987 shares or 2.56 per cent in the company by the end of FY 2021-22.

Khanna marginally upped her stake in the companies including Mangalore Chemicals & Fertilizers, Aries Agro and Control Print during the period under review.

Rama Phosphates has jumped more than 265 per cent in the last one year, while Ajanta Soya has rallied 175 per cent. Aries Agro, Mangalore Chemicals, Control Print, and Prakash Pipes have advanced up to 95 per cent during the same period.

On the other hand, the Chennai-based investor trimmed her stake in companies including Tinna Rubber, NCL Industries, Rain Industries, Deepak Spinnings, KCP and Talbros Automotive Components.

According to the data from Trendlyne, Dolly Khanna publicly holds 24 stocks with a net worth of Rs 602.7 crore as per the latest corporate shareholdings filed. Other companies in her portfolio have not disclosed their latest shareholding yet.