Agro Tech Foods 4.3
Aptech 2.0
Bharat EarthMove 1.5
Bhushan Steel 2.4
Bilcare 11.6
CRISIL 7.6
Geojit Fin. Ser. 8.6
Geometric Soft. 3.5
Hind.Oil Explor. 3.9
Infomedia India 5.4
Lupin 3.5
Mid-Day Multimed 4.5
Nag. Constructn. 6.6
Pantaloon Retail 1.7
Praj Inds. 10.7
Prime Focus 6.9
Provogue (India) 2.5
Punj Lloyd 1.9
Ramco Systems 1.0
Titan Inds. 6.7
TTK Prestige 1.1
Vadilal Inds. 2.9
Viceroy Hotels 13.1
Note: While RJ's direct shareholding in Aptech is just 2%, if one includes Margenta Textiles, his partnership firm's holding, the total holding increases to around 26%.
Rakesh Jhunjhunwala Portfolio - September 2006
The above portfolio of RJ is as declared to stock exchanges as on Oct 31, 2006. I shall update the same as and when more information is filed with the exchanges.
Note: Panama Petrochem Ltd is the new stock addition to the master investor’s portfolio in September 2006 quarter. I shall shortly post more research on Panama Petrochem on this blog.
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