Dolly Khanna is a well-known investor based in Chennai, India who has been consistently investing in the stock market since 1996. She has a unique method of investing where she chooses to invest in less popular stocks which then surprisingly outperform in the stock market. Dolly Khanna’s portfolio is handled by her husband Rajiv Khanna.
Portfolio Period: Q3 – 13F Filing of 2022
Dolly Khanna Portfolio Value: Rs. 371.7 Cr.
Dolly Khanna Stock Holdings Portfolio
| STOCK | Value | Shares | % Change |
|---|---|---|---|
| Chennai Petroleum Corporation Ltd. | 72.4 Cr | 3,826,908 | -0.70% |
| Polyplex Corporation Ltd. | 54.3 Cr | 368,170 | -0.10% |
| KCP Ltd. | 42.9 Cr | 3,921,652 | -0.40% |
| Sharda Cropchem Ltd. | 38.6 Cr | 918,168 | -0.20% |
| Monte Carlo Fashions Ltd. | 31.7 Cr | 515,356 | 0.70% |
| J Kumar Infraprojects Ltd. | 20.2 Cr | 813,976 | NEW |
| Nitin Spinners Ltd. | 15.6 Cr | 851,793 | 0.00% |
| Manali Petrochemicals Ltd. | 13.9 Cr | 1,825,084 | 0.00% |
| Mangalore Chemicals & Fertilizers Ltd. | 13.4 Cr | 1,623,990 | -0.10% |
| Prakash Pipes Ltd. | 10.5 Cr | 665,323 | 0.10% |
| NCL Industries Ltd. | 9.9 Cr | 594,533 | -0.20% |
| Talbros Automotive Components Ltd. | 7.4 Cr | 150,215 | 0.10% |
| Rama Phosphates Ltd. | 7.4 Cr | 304,804 | -0.50% |
| Control Print Ltd. | 6.5 Cr | 168,207 | 0% |
| Pondy Oxides & Chemicals Ltd. | 6.3 Cr | 195,616 | -0.50% |
| Tinna Rubber and Infrastructure Ltd. | 5.8 Cr | 143,303 | -0.20% |
| Zuari Industries Ltd. | 4.6 Cr | 353,272 | 0.00% |
| Ajanta Soya Ltd. | 4.2 Cr | 1,242,830 | 0.00% |
| Aries Agro Ltd. | 2.2 Cr | 143,502 | -0.20% |
| Deepak Spinners Ltd. | 1.9 Cr | 86,763 | 0.00% |
| Simran Farms Ltd. | 99.3 L | 82,238 | 0.20% |
| National Oxygen Ltd. | 88.8 L | 51,784 | 0% |
| Goa Carbons Ltd. | - | - | Below 1% |
| New Delhi Television Ltd. | - | - | Below 1% |
| RSWM Ltd. | - | - | Below 1% |
| Suryoday Small Finance Bank Ltd. | - | - | Below 1% |
| Asahi Songwon Colors Ltd. | - | - | - |
Read More: Mohnish Pabrai Portfolio
Dolly Khanna 13F filing:
Considered as traditional stocks, Dolly Khanna’s holdings include mostly manufacturing, sugar, chemicals, and textile. As of September 2022, her biggest share goes to KCP Ltd., in the cement and construction sector, at 4.1% holding, followed by Rama Phosphates Ltd. at 1.9% holding with the second biggest share.