.png)
3 hours ago
15
Oct 14, 2025, 10:19:35 AM IST
Ace investor Ashish Kacholia, often called the "Big Whale" of mid- and small-cap stocks, has reshuffled his portfolio this quarter. The latest shareholding data for September 2025 reveals two new additions and a few trimmed positions. Here’s a quick breakdown of the key changes in his portfolio.
Getty Images
2/6
New Addition – V-Marc India
Kacholia has picked up a fresh stake in V-Marc, a cables and wire manufacturer. His holding is valued at Rs 38.7 crore, representing 2.7% of the company’s equity. This marks his entry into the fast-growing electrical infrastructure space.
ETMarkets.com
3/6
New Addition – Jain Resource Recycling
Another new bet is Jain Resource Recycling, where he owns 3.89 million shares worth Rs 134.1 crore, translating to a 1.1% stake. The company is focused on metal recycling, a sector gaining traction amid India’s sustainability and manufacturing push.
ETMarkets.com
4/6
Increased stake – Vasa Denticity
In Vasa Denticity, an online dental product distributor, Kacholia marginally increased his holding by 0.3% to 4%, with the investment now valued at Rs 35.6 crore. The move signals continued confidence in the healthcare distribution segment.
ETMarkets.com
5/6
Partial exit – Brand Concepts
Kacholia slightly trimmed his position in Brand Concepts, reducing his stake by 0.2% to 1.5%. His holding in the lifestyle and accessories retailer now stands at Rs 6 crore.
TIL Creatives
6/6
Partial exit – Dhabriya Polywood
He also cut exposure to Dhabriya Polywood, a PVC and uPVC building material company, lowering his stake by 0.9% to 5.8%. Despite the reduction, his investment remains sizable at Rs 24.7 crore.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
ETMarkets.com
English (US) ·