_800x533_L_1412520412.jpg)
By Malvika Gurung
Investing.com -- Renowned investor Dolly Khanna has rejigged her portfolio by a lot in the final quarter of FY22, from Jan-Mar 2022.
As of Apr 12, the latest shareholding patterns of companies denote that Khanna has entered the holdings of four stocks in the March quarter, added shares in about four of her existing holdings, and trimmed stakes in another six stocks in the Jan-Mar quarter.
As per her latest portfolio rejig, the Chennai-based ace investor appears bullish on fertilizers, agrochemicals, industrial and mining sectors while paring holdings in the textile, auto ancillary and cement segments.
The seasoned investor has bought fresh shares of these stocks in Q4 FY22:
-
Petrochemical company Goa Carbon (NS:GOAC): 1.26 lakh equity shares or 1.38% stake,
-
Agrochemicals company Sharda Cropchem (NS:SHCR): 12.43 lakh shares or 1.4% stake,
-
Iron ore company Sandur Manganese and Iron Ores (BO:SUMG): 1.37 lakh shares or 1.5% stake, and
-
Fertilizer manufacturer Khaitan Chemicals and Fertilizers (BO:KHCF): 9.89 lakh shares or 1% stake.
These stocks have rallied up to 570% in the past year, with Sandur Manganese surging 335%, Sharda Cropchem appreciating 145% and Khaitan Chemicals skyrocketing 570% in the period.
At the same time, the stocks Khanna has slashed her holdings from include Talbros Automotive Components (NS:TALB), KCP (NS:KCP), Deepak Spinners (BO:DPSP), Rain Industries (NS:RAID), Ncl Industries (NS:NCLI), and Tinna Rubber & Infrastructure (BO:TINN).
Dolly Khanna publicly holds 24 stocks, with a net worth of over Rs 598.7 crore, as per Trendlyne data.