portfolio after husband Rakesh Jhunjhunwala's death last year, has seen at least three stocks giving multibagger returns in 2023 while most of the profits came from 5.4% holding in Titan.
Going by the September quarter shareholding pattern of listed companies Jhunjhunwala owned 25 stocks, the value of which has grown 14% this quarter to Rs 39,000 crore. Details are available only of companies where the ace investor owned at least 1% stake.
An analysis of his portfolio shows that the investor's best performing stock is Tata Motors DVR which is up 138% so far in the calendar year.
Rekha owned 1.92% stake in the company at the end of the September quarter.
Shares of DB Realty, in which she owns about 2% stake, is up 108% on a year-to-date (YTD) basis. Shares of road construction and infrastructure development company NCC have also doubled in the year.
Rekha Jhunjhunwla portfolio stocks
Even after Big Bull's death, Team Jhunjhunwala's biggest holding remains his favourite Titan, the shares of which have rallied around 39% in 2023.
Jhunjhunwala's stake in the Tata Group's luxury lifestyle products seller is now worth over Rs 17,000 crore.
In March and June 2023 quarters, the billionaire had raised a stake in the company.
Other than Tata Motors DVR, the investor also owned another 1.6% stake in Tata Motors which is 88% in the year. Valued at about Rs 3,800 crore, the stock is the second largest bet of the Jhunjhunwala family.
Incidentally, both the largest two holdings are from the Tata Group.
Other top winners in the portfolio include VA Tech Wabag (95% upside in 2023), Wockhardt (88%), Geojit Financial Services (70%), Nazara Technologies (53%), Karur Vysya Bank (51%) and Metro Brands (49%).
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