A study of Dolly Khanna’s portfolio in the July to September quarter (Q2) of FY25 reveals that she reduced her holdings in seven mid-cap stocks. Presumably, Dolly Khanna is booking profits as many experts feel that valuations are stretched.
The list of the 7 stocks in which Dolly Khanna reduced her stake are the following:
J Kumar Infra projects Ltd
Dolly Khanna sold 0.1% stake in the construction firm during the September quarter. She held 1% stake at the end of the quarter.
Repco Home Finance Ltd.
Khanna sold 0.1% stake in the home finance company, bringing down her holding to 1.1% at the end of Q2 from 1.2% at the end of Q1.
Som Distilleries & Breweries Ltd
At the end of Q2, Khanna held a 1.5% stake in the company. She reduced her holding by 0.1% during the quarter, marking a small adjustment.
Super Sales India Ltd
Dolly Khanna’s stake in this company fell below 1% in Q2, suggesting a possible exit. She held a 1.1% stake in the company at the end of June.
Deepak Spinners Ltd
In Deepak Spinners too Khanna’s holding slipped below 1% in Q2, marking her exit from the company. She held 1% stake in the June quarter.
Tinna Rubber and Infrastructure Ltd
Khanna likely made a complete exit from this stock in Q2 as her holding slipped below 1%. She held 1% stake at the end of June quarter.
Ujjivan Small Finance Bank Ltd
Another stock where Dolly Khanna’s holding slipped below 1% is Ujjivan Small Finance. At the end of Q1, her stake stood at 1.1%.
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