Dilipkumar Lakhi
Individual Investor · Mumbai
Metals, cement, concentrated bets
Known for large concentrated stakes in Welspun group companies and cyclicals.
₹67.2 Cr
-81.2% QoQ −₹290.7 Cr vs prior quarterDisclosed portfolio value · shares at quarter-end close · Jun 2026
5 (-2)
Holdings
₹67.2 Cr
-81.2% QoQ · −₹290.7 Cr
Disclosed value
—
Adds this quarter
−2
Trims this quarter
Latest disclosure: Jun 2026 · Top-5 concentration 100.00% · QoQ vs Mar 2026
Quarterly trajectory
2 fewer holdings vs prior quarter · 0 adds / 2 trims this quarter · -2 net holdings over 4 quarters
| Quarter | Holdings | Adds | Trims | Portfolio value | |
|---|---|---|---|---|---|
| ▾ | Jun 2026 | 5 | — | −2 | ₹67.2 Cr |
vs Mar 2026 Total portfolio: ₹67.2 Cr New additions Below 1% (not in SHP) NDL Ventures LimitedNDLVENTURE < 1% · was 1.46% ₹5.7 Cr Welspun Enterprises LimitedWELENT < 1% · was 5.27% ₹303.7 Cr Increased Decreased | |||||
| ▸ | Mar 2026 | 7 | — | −2 | ₹357.9 Cr |
| ▸ | Dec 2025 | 7 | — | −2 | ₹479.8 Cr |
| ▸ | Sep 2025 | 7 | — | −1 | ₹491.7 Cr |
Click a quarter to expand. Value = shares held × quarter-end closing price. Positions marked < 1% dropped off the SHP filing (SEBI only discloses ≥1% holders) — a stake may still exist below that threshold.
Holdings
Jun 2026 disclosure · 5 stocks ≥1% · ₹67.2 Cr total
Value = shares at quarter-end close. QoQ compares stake % vs prior quarter.
5 stocks · Sorted by Stake (high to low)
| Unitech LimitedUNITECH | 4.44% | 4.44% | No change | ₹54.4 Cr | 11,60,57,004 |
| Aro Granite Industries LimitedAROGRANITE | 4.00% | 4.00% | No change | ₹1.6 Cr | 6,11,694 |
| Avonmore Capital & Management Services LimitedAVONMORE | 2.40% | 2.40% | No change | ₹6.8 Cr | 67,65,656 |
| Almondz Global Securities LimitedALMONDZ | 1.75% | 1.76% | No change | ₹4.0 Cr | 30,64,163 |
| Diligent Media Corporation LimitedDNAMEDIA | 1.05% | 1.05% | No change | ₹36.0 L | 12,37,540 |
Files under these names
These name variants are resolved to a single tracked entity at ingest time so no position is double-counted.
Disclosure: Holdings data is sourced from public regulatory filings (NSE/BSE Shareholding Pattern, SAST). This is not investment advice. Dilipkumar Lakhi may have different risk capacity, cost bases, and holding periods. See our full disclaimer and methodology.
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