Based in India, Porinju Veliyath is primarily an investor and fund manager. He owns and runs a fund management firm called Equity Intelligence India Private Limited where he handles and administers his portfolio and the portfolios of his firm’s investors. Most recently, the Economic Times has dubbed him as a small-cap czar for his company’s excellent market capitalization.
Portfolio Period: Q3 – 13F Filing of 2022
Porinju Veliyath Portfolio Value: Rs. 164.5 Cr.
Porinju Veliyath Stock Holdings Portfolio
| STOCK | Value | Shares | % Change |
|---|---|---|---|
| Orient Bell Ltd. | 33.8 Cr | 688,512 | -0.10% |
| Hindware Home Innovation Ltd. | 29.0 Cr | 757,000 | NEW |
| RPSG Ventures Ltd. | 20.1 Cr | 460,000 | -0.20% |
| Gati Ltd. | 17.0 Cr | 1,250,000 | 0% |
| Aurum Proptech Ltd. | 16.1 Cr | 1,435,000 | 0.30% |
| Shalimar Paints Ltd. | 13.9 Cr | 1,120,000 | 0% |
| Duroply Industries Ltd. | 7.4 Cr | 525,263 | 1.30% |
| HPL Electric & Power Ltd. | 6.9 Cr | 810,000 | 0% |
| Kaya Ltd. | 5.4 Cr | 180,000 | -0.20% |
| McDowell Holdings Ltd. | 4.5 Cr | 650,000 | - |
| Taneja Aerospace & Aviation Ltd. | 3.1 Cr | 300,000 | 0% |
| Praxis Home Retail Ltd. | 2.2 Cr | 800,005 | 0% |
| Kerala Ayurveda Ltd. | 2.2 Cr | 250,000 | 0% |
| Ashok Alco-Chem Ltd. | 1.3 Cr | 190,000 | 0.20% |
| Ansal Buildwell Ltd. | 1.2 Cr | 150,000 | 0% |
| TCM Ltd. | 41.9 L | 100,000 | -2.90% |
| Cupid Ltd. | - | - | Below 1% |
| Archies Ltd. | - | - | - |
Porinju Veliyath’s 13F filing:
From Porinju Veliyath’s holdings, it is apparent that he has shares in over a range of different industries but as of September 2022, the biggest percentage of shares goes to Orient Bell Ltd., operating in the diversified consumer services sector, with 4.8%. Followed by Ashok Alco-Chem with 3.9% in the chemicals and petrochemicals market sector.
