Porinju Veliyath Latest Portfolio Changes - July 2017

Let us discuss about the latest portfolio changes of our Master portfolio member Porinju Veliyath. You can analyze his current portfolio here. This post is meant to detail the changes happened in his portfolio in the last quarter - Q1 of 2017-18. Total portfolio value of Porinju Veliyath now comes to approx 15 crores as per public data.

1. Sarda Plywood - No Change
Porinju Veliyath and his wife Litty Thomas was holding a total of 229763 stocks which comes to 5.09% of total market cap of Sarda Plywood. In last quarter (April to June), He has not touched the quantity and it remains the same as per the June shareholding pattern. Avg Entry @ 145 Range.

2. Emkay Global - No Change
Porinju Veliyath  was holding a total of 260000 stocks which comes to 1.06% of total market cap of Emkay Global. In last quarter (April to June), He has not touched the quantity and it remains the same as per the June shareholding pattern. Avg Entry @ 65 Range



3. Logix Micro(IZMO) - No Change
Porinju Veliyath  was holding a total of 150000 stocks which comes to 1.18% of total market cap of Logix Micro(IZMO). In last quarter (April to June), He has not touched the quantity and it remains the same as per the June shareholding pattern. Initial Entry @36.4.

4. Flex Foods - No Change
Porinju Veliyath  was holding a total of 125000 stocks which comes to 1.00% of total market cap of Flex Foods. In last quarter (April to June), He has not touched the quantity and it remains the same as per the June shareholding pattern. Avg Entry @90 Range.

5. BDH Industries - Exited
Porinju Veliyath  was holding a total of 58000 stocks which comes to 1.01% of total market cap of BDH Industries. Since this stock's June shareholding pattern does not show up his holdings, we conjecture that he exited from BDH Industries.

6. Balkrishna Paper Mills - No Change
Porinju Veliyath  was holding a total of 110000 stocks which comes to 1.02% of total market cap of Balkrishna Paper Mills. In last quarter (April to June), He has not touched the quantity and it remains the same as per the June shareholding pattern. Avg Entry @ 50 Range.

7. Vamshi Rubber - No Change
Porinju Veliyath's wife  Litty Thomas was holding a total of 50000 stocks which comes to 1.19% of total market cap of Vamshi Rubber. In last quarter (April to June), He has not touched the quantity and it remains the same as per the June shareholding pattern. Avg Entry @ 45 Range.

8. Carnation Industries - No Change
Porinju Veliyath's wife  Litty Thomas was holding a total of 35000 stocks which comes to 1.01% of total market cap of Carnation Industries. In last quarter (April to June), He has not touched the quantity and it remains the same as per the June shareholding pattern. Avg Entry @ 50 Range.

9. ABC India - New Entry
As per the June shareholding pattern of ABC India, Porinju Veliyath has bought 60,000 shares of ABC India.

10. Parnax Lab - New Entry
As per the June shareholding pattern of ABC India, Porinju Veliyath has bought 1,04,836 shares of Parnax Lab.

11. Vedavaag Systems - New Entry
As per the June shareholding pattern of ABC India, Porinju Veliyath has bought 1,50,000 shares of Vedavaag Systems.

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