Dilipkumar Lakhi
ActiveIndividual Investor · Mumbai
Metals, cement, concentrated bets
Known for large concentrated stakes in Welspun group companies and cyclicals.
7
Holdings (Q-o-Q)
₹235.1 Cr
Disclosed value
—
Adds this quarter
−2
Trims this quarter
Latest disclosure: Mar 2026 · Top-5 concentration 86.25%
Quarterly trajectory
0 adds / 2 trims this quarter
| Quarter | Holdings | Adds | Trims | Portfolio value | |
|---|---|---|---|---|---|
| ▾ | Mar 2026 | 7 | — | −2 | ₹235.1 Cr |
vs Dec 2025 Total portfolio: ₹235.1 Cr New additions Below 1% (not in SHP) Increased Decreased NDL Ventures LimitedNDLVENTURE 1.91% → 1.46% ₹5.7 Cr Welspun Enterprises LimitedWELENT 3.25% → 3.14% ₹180.9 Cr | |||||
| ▸ | Dec 2025 | 7 | — | −2 | ₹327.9 Cr |
| ▸ | Sep 2025 | 7 | — | −1 | ₹340.9 Cr |
| ▸ | Jun 2025 | 7 | +7 | — | ₹378.0 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.
Top moves this quarter
Holdings
Mar 2026 disclosure · 7 stocks ≥1% · ₹235.1 Cr total
Value = shares × quarter-end close. QoQ compares stake % vs prior quarter.
| Stock | Stake | Prior stake | QoQ | Value (₹ Cr) | Shares |
|---|---|---|---|---|---|
| Unitech Limited UNITECH | 4.44% | 4.44% | No change | ₹36.7 Cr | 11,60,57,004 |
| Aro Granite Industries Limited AROGRANITE | 4.00% | 4.00% | No change | ₹1.2 Cr | 6,11,694 |
| Welspun Enterprises Limited WELENT | 3.14% | 3.25% | -0.11pp | ₹180.9 Cr | 43,51,957 |
| Avonmore Capital & Management Services Limited AVONMORE | 2.40% | 2.40% | No change | ₹6.9 Cr | 67,65,656 |
| Almondz Global Securities Limited ALMONDZ | 1.76% | 1.76% | No change | ₹3.5 Cr | 30,64,163 |
| NDL Ventures Limited NDLVENTURE | 1.46% | 1.91% | -0.45pp | ₹5.7 Cr | 4,90,233 |
| Diligent Media Corporation Limited DNAMEDIA | 1.05% | 1.05% | No change | ₹30.0 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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