Dolly Khanna picks stake in 4 firms in Dec quarter, trims in 4 others

New Delhi: Ace investor Dolly Khanna remained busy in the December 2021 quarter as she increased stake in four companies and trimmed holdings in four others in the lastest portfolio rejig.

According to the recent shareholding data, Khanna made a fresh buy in Tinna Rubber and Infrastructure, a fully integrated company converting waste tyres into downstream value-added products.

Khanna held 142,739 equity shares or 1.7 per cent stake in the company as of December 31, 2021. Her name was missing in the top shareholders of the company during the last quarter.

Amid the emerging electric vehicle (EV) boom and demand for automotive component makers, the marquee investor bought an additional stake in Talbros Automotive Components.

She increased her stake in the company to 2,11,120 equity shares or 1.71 per cent from 1,54,061 equity shares or 1.25 per cent earlier.

Khanna also raised her holding in Butterfly Gandhimathi Appliances to 2,56,792 equity shares or 1.4 per cent, while her stake in New Delhi Television (NDTV) inched up to 7,95,170 equity shares or 1.2 per cent in Q3FY22.

Shares of Tinna Rubber and Talbros Auto have rallied 560 per cent and 230 per cent in the last one year, respectively. NDTV has gained 200 per cent while Butterfly Gandhimathi has added 145 per cent during the same period.

On the other hand, Khanna trimmed stake in the fertilizers company Aries Agro. She held 1,66,058 equity shares or 1.3 per cent stake in the company at the end of December quarter. She has been cutting her stake in the counter for the last two quarters.

Among others, she has marginally slashed stake in Deepak Spinners, Rain Industries and NCL Industries, the data showed. Other companies in her portfolio have not yet disclosed their shareholding patterns.

Khanna publicly holds 16 stocks with a net worth of over Rs 403.3 crore, the latest data available with Trendlye shows.