Ashish Kacholia:
The ace investor added two new stocks to his Rs 2,400 crore portfolio during the quarter. Shareholding data shows that Kacholia picked up a 2.89% stake in Adcounty Media, a digital advertising solutions provider. The SME stock, which debuted on the BSE in July 2025, turned into a multibagger within two months of listing but is now down nearly 60% from its peak.
The second new addition was TechEra Engineering, where Kacholia acquired a 4.98% stake, equivalent to 7.98 lakh shares, Trendlyne data showed. The purchase came after a sharp correction in the stock, which had fallen 46% from its record high hit in October last year.
Apart from fresh additions, Kacholia also increased his holding in Gujarat Apollo, picking up an additional 1.2% stake during the quarter and taking his total holding to 2.3%, according to Trendlyne data. The company manufactures heavy machinery for mining, construction and road maintenance, with a focus on crushing and screening equipment. The stock is currently down 30% from its 52 week high.
Another incremental buy was Knowledge Marine Engineering, where Kacholia raised his stake by 0.1% to 2.9%. The marine services company is engaged in dredging and operates vessels such as pilot, patrol and survey boats. The stock has declined 13% from its 52 week high of Rs 1,959 per share.
On the selling side, Kacholia pared a 0.5% stake each in Vasa Denticity and Walchandnagar Industries. He also appears to have exited Fineotex Chemicals either through a complete sale or by reducing his holding below the 1% disclosure threshold.
Mukul Agrawal:
Ace investor Mukul Mahavir Agrawal added three new stocks to his Rs 6,600 crore equity portfolio in the December quarter. These include Hindustan Construction with a 1.68% stake, Alcargo Logistics with a 2.9% stake, and Sudeep Pharma where he acquired 1.3%.
He also increased his holdings in Vasa Denticity by 0.4%, Vikran Engineering by 0.2%, and N R Agrawal by 0.1%. Filings show that Agrawal trimmed his exposure to six stocks during the quarter and likely exited Stanley Lifestyles, according to Trendlyne data.
According to data from the National Stock Exchange, the investor marginally reduced his stake in Monolithisch by 0.2% to 2.76%. He also offloaded 0.2% each in Pearl Global and InfoBeans Technologies. Further, he cut his holdings in Autoriders by 0.7%, Zota Healthcare by 0.8%, and ASM Technologies by 0.4%. Agrawal appears to have exited Stanley Lifestyles either through a full sale or by bringing his stake below the disclosure threshold. He is the founder of Param Capital Group and has over two decades of experience in capital markets.
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Vijay Kedia:
Market veteran Vijay Kedia, known for spotting multibagger smallcap stocks early, added two new names to his nearly Rs 1,100 crore portfolio during the quarter. He acquired a 1.01% stake or one crore shares in Patel Engineering through Kedia Securities Private Limited.
Kedia also added Advait Energy Transitions to his portfolio, purchasing a 1.14% stake equivalent to 1.25 lakh shares in the company during the December quarter.
He also most likely exited Precision Camshafts during the quarter, either through a complete sale or by reducing his holding below the 1% disclosure threshold.
Dolly Khanna:
Ace investor Dolly Khanna, amid the turmoil in smallcap stocks, adopted a cautious stance in the third quarter of FY26. She cut exposure to seven stocks and possibly exited one completely, even as she added one new name to her Rs 250 crore portfolio.
Khanna appears to have exited Prakash Pipes during the quarter either through a full sale or by lowering her holding below the disclosure threshold. The company, engaged in manufacturing PVC pipes and fittings used in agriculture, has seen its stock fall nearly 50% over the last six months.
She also pared her stake in GHCL to 1.07% from 1.21% in the previous quarter, according to BSE shareholding data. The stock is down 27% over the last year.
In Emkay Global Financial Services, Khanna reduced her holding to 2.3% from 2.7% in the September quarter. Despite the trim, the company has delivered multibagger returns over the last five years, rising more than 300%.
Khanna also cut her stake in Prakash Industries to 2.57% from 2.94%. The stock is down 33% in the last six months. The company operates across mining, steel manufacturing and power generation.
Further, she reduced her holding in Som Distilleries to 2.07% from 2.4%, and lowered her stake in Coffee Day Enterprises to 1.7% from 2.2%. She also pared her exposure to Southern Petrochemicals and KCP Sugar by offloading 0.5% and 0.2%, respectively.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times.)
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