Girish Gulati
Individual Investor · Mumbai
Industrial, engineering, defence ancillaries
Long-term investor in capital goods and engineering exporters.
₹166.8 Cr
-42.5% QoQ −₹123.4 Cr vs prior quarterDisclosed portfolio value · shares at quarter-end close · Jun 2026
7 (-3)
Holdings
₹166.8 Cr
-42.5% QoQ · −₹123.4 Cr
Disclosed value
—
Adds this quarter
−4
Trims this quarter
Latest disclosure: Jun 2026 · Top-5 concentration 87.14% · QoQ vs Mar 2026
Quarterly trajectory
3 fewer holdings vs prior quarter · 0 adds / 4 trims this quarter · -4 net holdings over 4 quarters
| Quarter | Holdings | Adds | Trims | Portfolio value | |
|---|---|---|---|---|---|
| ▾ | Jun 2026 | 7 | — | −4 | ₹166.8 Cr |
vs Mar 2026 Total portfolio: ₹166.8 Cr New additions Below 1% (not in SHP) Thejo Engineering LimitedTHEJO < 1% · was 7.59% ₹120.0 Cr TIL LimitedTIL < 1% · was 3.91% ₹45.0 Cr Khadim India LimitedKHADIM < 1% · was 1.34% ₹1.9 Cr Increased Decreased Kalyani Cast-Tech Ltd 4.99% → 4.33% ₹21.5 Cr | |||||
| ▸ | Mar 2026 | 10 | — | −4 | ₹290.2 Cr |
| ▸ | Dec 2025 | 12 | +1 | −1 | ₹378.8 Cr |
| ▸ | Sep 2025 | 11 | — | −5 | ₹413.1 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
Jun 2026 disclosure · 7 stocks ≥1% · ₹166.8 Cr total
Value = shares at quarter-end close. QoQ compares stake % vs prior quarter.
7 stocks · Sorted by Stake (high to low)
| Kalyani Cast-Tech Ltd | 4.33% | 4.99% | -0.66pp | ₹21.5 Cr | 3,11,000 |
| Aarvi Encon LimitedAARVI | 3.45% | 3.46% | No change | ₹7.4 Cr | 5,12,773 |
| Remi Edelstahl Tubulars Ltd | 3.06% | 3.06% | No change | ₹6.4 Cr | 3,86,607 |
| Ador Welding LimitedADOR | 2.46% | 2.46% | No change | ₹53.5 Cr | 4,28,654 |
| DMCC SPECIALITY CHEMICALS LIMITEDDMCC | 2.28% | 2.28% | No change | ₹14.4 Cr | 5,68,058 |
| Avantel LimitedAVANTEL | 1.19% | 1.19% | No change | ₹56.6 Cr | 31,54,887 |
| Jayant Agro Organics LimitedJAYAGROGN | 1.11% | 1.11% | No change | ₹7.0 Cr | 3,33,125 |
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. Girish Gulati may have different risk capacity, cost bases, and holding periods. See our full disclaimer and methodology.
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