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: Q4 – 13F Filing of 2021
Porinju Veliyath Portfolio Value: Rs. 185.6 Cr.
Porinju Veliyath Stock Holdings Portfolio
|Somany Home Innovation Ltd.||41.6 Cr||1,181,000||NEW|
|Orient Bell Ltd.||35.9 Cr||704,512||NEW|
|RPSG Ventures Ltd.||27.3 Cr||460,000||NEW|
|Gati Ltd.||20.3 Cr||1,250,000||NEW|
|Shalimar Paints Ltd.||13.9 Cr||1,200,000||NEW|
|Swelect Energy Systems Ltd.||6.2 Cr||170,000||NEW|
|Kaya Ltd.||5.7 Cr||175,000||NEW|
|Thejo Engineering Ltd.||5.5 Cr||49,200||Filing Awaited|
|HPL Electric & Power Ltd.||5.1 Cr||810,000||NEW|
|Praxis Home Retail Ltd.||4.1 Cr||800,005||-12.40%|
|Cupid Ltd.||4.0 Cr||170,000||NEW|
|Aurum Proptech Ltd.||3.7 Cr||300,000||NEW|
|McDowell Holdings Ltd.||3.0 Cr||345,826||NEW|
|Taneja Aerospace & Aviation Ltd.||2.9 Cr||268,000||NEW|
|Duroply lndustries Ltd.||1.8 Cr||200,533||NEW|
|Kerala Ayurveda Ltd.||1.8 Cr||250,000||NEW|
|Ashok Alco-Chem Ltd.||1.5 Cr||181,000||NEW|
|Ansal Buildwell Ltd.||1.4 Cr||150,000||NEW|
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.