Rakesh Jhunjhunwala Portfolio (MARCH-2011)

Shares held by Rakesh Jhunjhunwala as of March 2011
Company	%Holding	No of Shares (in Lakhs)	Rs Crore
Viceroy Hotels	10.02	42.50	15
Geojit BNP Paribas Financial Services	7.95	180.00	41
Credit Rating Information Services of India	7.75	5.50	315
Bilcare	7.37	17.35	80
Praj Industries	6.71	124.04	85
Ion Exchange (India)	6.53	8.75	12
Titan Industries	6.43	28.55	996
Geometric	6.36	39.65	26
Adinath Exim Resources Ltd	6.09	2.50	0
Zen Technologies	5.06	4.50	5
Agro Tech Foods	4.73	11.54	36
Prime Focus	4.55	63.25	28
VIP Industries	4.47	12.63	69
Autoline Industries	4.26	5.20	7
Delta Corp	3.72	75.00	53
Rallis India	3.35	6.51	81
Hindustan Oil Exploration Company	2.90	37.85	64
Rallis India	2.66	5.18	64
Orchid Chemicals and Pharmaceuticals	2.48	17.50	49
Alphageo (India)	2.43	1.25	1
Titan Industries	2.21	9.82	342
Reliance Broadcast Network	2.20	17.50	14
VIP Industries	1.96	5.55	30
Nagarjuna Construction Co.	1.95	50.00	50
A2Z Maintenance and Engineering Services	1.89	14.00	38
Lupin	1.86	83.13	328
Prime Focus	1.80	25.00	11
Kajaria Ceramics	1.70	12.53	9
Provogue (India)	1.66	19.00	8
Mcnally Bharat Engineering	1.54	4.80	12
Hindustan Oil Exploration Company	1.45	18.87	32
Pantaloon Retail (India) – B-DVR	1.32	2.11	5
Stride Arcolab	1.30	7.50	28
Lupin	1.19	53.26	210
Viceroy Hotels	1.18	5.00	2
Bilcare	1.14	2.68	12
Punj Lloyd	1.14	37.90	24
SREI Infrastructure Finance	1.08	12.50	5
Orchid Chemicals and Pharmaceuticals	1.06	7.50	21
IFCI	1.02	75.00	41

The total value of Rakesh Jhunjhunwala's portfolio is about Rs. 3249 crores. What is most interesting is that though there are about 34 stocks in the portfolio, ONLY THREE STOCKS make up the bulk of Rakesh Jhunjhunwala's portfolio. These are:

Rakesh Jhunjhunwala’s major holding	(Rs. in Crores)	(Rs. in Crores)
CRISIL		315
TITAN	996
TITAN	342	1338
LUPIN	328
LUPIN	210	538
TOTAL	1876	2191

The said three stocks, valued at approximately Rs. 2191 crores make up for 67.43% of Rakesh Jhunjhunwala's portfolio. Now that is real proof that Rakesh Jhunjhunwala is really a "concentrated portfolio" investor like Warren Buffett.

Twitter: www.twitter.com/heshtechnicals

Yahoo Group: http://in.groups.yahoo.com/group/HeshTechnicals (Join here & Get free mails)

Free SMS Groups:

SMSGUPSHUP: If you want free messages on mobile. You have to type in your text msg "JOIN<SPACE>HESHSTOCKPICKS & send it to 567678 or 09219592195. Here is a link to check our previous messages regarding market http://www.smsgupshup.com/groups/heshstockpicks

Google SMS Channel: http://labs.google.co.in/smschannels/subscribe/HeshTechnicals

Send Message from your mobile "HESHTECHNICALS" send it to 09870807070.

I just here share my view related stocks. Your suggestion invited on this id: hesh2601@in.com

www.heshtechnicals.blogspot.com

HesH…