vijay kedia portfolio: Vijay Kedia raises stake in this smallcap multibagger in September quarter

Ace investor Vijay Kedia has raised his stake in Atul Auto by 450 bps in the September ended quarter taking his overall equity in the three-wheeler maker to 18.20 as against 13.70% in the June ended quarter.

The smallcap stock has given multibagger returns of 110% over the last 12 months versus Nifty50 which has given just over 4% returns during this period according to Trendlyne data.

Atul Auto shares were trading at Rs 609 on the BSE on Thursday, down by Rs 4.60 or 0.75% over the previous closing price on Wednesday.

Kedia also slashed his stake in two smallcap stocks Tejas Networks and Elecon Engineering Company as per the latest shareholding data available on the BSE.

Kedia, who holds equity in the company through Kedia Securities, reduced his stake in Tejas Networks by 12 bps to 1.89% for the quarter ended September 30, 2023, from 2.01% in the preceding quarter.

The Bengaluru-based company, which offers telecommunications products and services, has given returns of over 40% this year while the one-year returns stand at 24%, higher than the year-to-date (YTD) and one-year returns of 4.93% and 5.60%, respectively, given by Nifty50.

The celebrity investor also trimmed his holding in Elecon Engineering Company by 18 bps to 1.60% at the end of the September quarter versus 1.78% in the June ended quarter.The partial stake sale in the stock comes in the wake of multibagger returns given by the counter. The stock has given returns of more than 137% over the past 12 months while its YTD returns stand at 133%.

Changes are reflected in the ‘Shareholding Pattern’ of BSE-listed companies on reaching 1% stake or above.

As per the latest corporate shareholdings compiled by Trendlyne, Vijay Kedia publicly holds 15 stocks with a net worth of over Rs 1,433.3 crore. Among other stocks held by him in his portfolio are Vaibhav Global, Mahindra Holidays & Resorts, Neuland Laboratories, Om Infra, Heritage Foods and Ramco Cements.

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