Portfolio of Rakesh Jhunjhunwala

Aug 06, 2008 10:16 am
Portfolio of Rakesh Jhunjhunwala

For all those affiliated with the stock market, it is always fascinating to know what the other person is investing into, what are the stocks owned? Call it human nature, but its always interesting to know what the other person does, the ever inquisitive nature of mankind.

So we were also a bit inquisitive and decided to take a look at the holdings of Rakesh Jhunjhunwala, one of the savviest and smart investors on Dalal Street. He is a CA by profession and his name catapulted into fame when Forbes, in 2007, ranked him as the 51^st richest man in India. Son of an income tax officer, he started dabbling in stocks while in college. Rather than take a job, he plunged into investing, starting with around Rs.5000 in 1985 when the BSE Sensex was at 150; it is now over around 14,000. His privately owned stock trading firm Rare Enterprises, derives the name from first two initials of his name and wife Rekha's name.

Hence we thought it would be very interesting to know about his holdings and the stocks which he holds a substantial stake in. He is a long term investor and does not trade for short term profit. Take a look at his portfolio and maybe learn a few lessons. These shares are held by Rakesh and his wife Rekha Jhunjhunwala and form a part of his disclosed portfolio. There could be more holdings through companies, trusts, proprietary accounts which are not in the public domain.

NAME OF COMPANY	SHARES HELD (as on 30/06/08)	PRX (as on 5/08/08)	VALUE (Rs.in crores)
TITAN INDUSTRIES	39,85,756	1277	508.98
PRAJ INDUSTRIES	1,33,76,624	188	251.48
LUPIN LTD	27,52,135	753	207.24
CRISIL	5,50,000	3631	199.70
NARAGJUNA CONSTRN	1,24,50,000	134	166.83
BILCARE	20,25,000	640	129.60
PUNJ LLOYD	50,40,000	291	146.66
PANTALOON RETAIL	23,30,895	353	82.28
KARUR VYSYA BANK	24,94,073	348	86.79
BHUSHAN STEEL	8,20,000	922	75.64
GEOJIT FINANCE	1,80,00,000	43	77.40
PROVOGUE INDIA	3,80,000	850	32.30
GARWARE WALL ROPE	5,00,000	86	4.30
PRIME FOCUS	8,82,500	460	40.59
VICEROY HOTELS	47,50,000	51	24.22
INFOMEDIA INDIA	15,06,062	155	23.34
AGROTECH FOODS	17,03,259	126	21.46
ZENOTECH LABS	11,50,000	113	12.99
MID-DAY MULTIMEDIA	22,50,000	26	5.85
ION EXCHANGE	5,00,000	153	7.65
ZEN TECHNOLOGY	5,00,000	164	8.20
ALPHAGEO	1,25,000	413	5.16
JB CHEMICALS	10,81,650	47	5.08
AUTOLINE INDUSTRIES	12,11,622	182	22.05
MRO TEK	5,70,834	51	2.91
HIND OIL EXPLOR	61,00,666	136	82.97
TOTAL VALUE OF PORTFOLIO – Rs. 2231.67 crore.