Porinju Veliyath Portfolio 2022 【Equity Intelligence Portfolio】 – DATAROMA

Porinju Veliyatth stock portfolio for Q3 of 2021 from Latest 13F Filing

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 2021

Porinju Veliyath Portfolio Value: Rs. 202.2 Cr

Porinju Veliyath Stock Holdings Portfolio Q3 2021:

STOCKVALUE (RS.)Shares% Change
Somany Home Innovation Ltd.49.9 Cr1,181,000-1.60%
RPSG Ventures Ltd.33.0 Cr460,0001.70%
Agro Tech Foods Ltd.25.5 Cr258,0001.10%
Orient Bell Ltd.23.8 Cr694,5124.80%
Gati Ltd.23.5 Cr1,250,0001.00%
Shalimar Paints Ltd.13.9 Cr1,200,0002.20%
Kaya Ltd.7.5 Cr175,000-1.30%
HPL Electric & Power Ltd.5.7 Cr810,000-1.30%
Thejo Engineering Ltd.5.7 Cr49,2001.40%
Swelect Energy Systems Ltd.4.9 Cr170,0001.10%
McDowell Holdings Ltd.3.8 Cr300,0002.10%
Cupid Ltd.3.8 Cr170,0001.30%
IRIS Business Services Ltd.2.9 Cr200,000-1.00%
Duroply lndustries Ltd.2.4 Cr200,0003.10%
Ashok Alco-Chem Ltd.1.7 Cr181,0003.90%
Praxis Home Retail Ltd.1.4 Cr335,000-1.10%
Danlaw Technologies India Ltd.1.1 Cr42,5001.20%
Kerala Ayurveda Ltd.95.3 L140,0001.30%
Eastern Treads Ltd.49.2 L100,0001.90%
Archies Ltd.---
Emkay Global Financial Services Ltd.---
Som Distilleries & Breweries Ltd.---
Zee Media Corporation Ltd.---
Panyam Cements & Mineral Industries Ltd.---
Ansal Buildwell Ltd.---
BCL Industries Ltd.---
Raunaq EPC International Ltd.---
Palash Securities Ltd.---
Spencer's Retail Ltd.---
Digicontent 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 2021, 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.