How often is Porinju V Veliyath's portfolio updated?
Portfolios are updated quarterly based on the shareholding patterns filed by listed companies with the BSE and NSE.
What are the latest stock additions to Porinju V Veliyath's portfolio in the latest quarter?
The latest stock additions to Porinju V Veliyath's portfolio in Dec 2025 are GEOJITFSL, ANSALHSG
In which stocks did Porinju V Veliyath increase stake recently?
Porinju V Veliyath increased stake in GEOJITFSL by 1.43% (from 0.00% to 1.43%), ANSALHSG by 1.01% (from 0.00% to 1.01%), ORIENTBELL by 0.32% (from 4.60% to 4.92%), MMRUBBR-B by 0.13% (from 1.33% to 1.46%), ANSALBU by 0.05% (from 2.71% to 2.76%) in the current quarter (Dec 2025). This typically indicates increasing conviction in the company’s growth.
In which stocks did Porinju V Veliyath exit or sell recently?
Porinju V Veliyath exited or reduced holdings in KERALAYUR by -0.01% (from 4.04% to 4.03%) in the current quarter (Dec 2025). Note that an exit doesn't always mean a bad outlook; it could be profit booking or rebalancing.
On which sectors is Porinju V Veliyath bullish right now?
Based on current portfolio concentration, Porinju V Veliyath has the highest exposure to the undefined sector (NaN Cr).
Who is Porinju V Veliyath and how has the investing journey been?
Porinju Veliyath is an Indian investor and fund manager known for value-driven investing in smaller companies. Through his public shareholding disclosures and market commentary, he’s followed for contrarian bets and turnaround stories. He has built a reputation for hunting opportunities beyond the index heavyweights.
What is the investment philosophy of Porinju V Veliyath?
Contrarian, value-first investing—buy when pessimism is high and fundamentals are improving. Preference for neglected small/mid-caps, margin-of-safety valuations, and catalysts that can re-rate the business over time.
What is the total net worth of Porinju V Veliyath's public portfolio?
The total value of tracked holdings of Porinju V Veliyath is approximately ₹ 224.82 Cr (16 stocks).
Why is some data in the titan tracker awaited or delayed?
Companies are only required to disclose shareholders holding >1% stake at the end of every quarter. Small trades below this threshold are not publicly visible. If a stock has not yet released shareholding data for the most recent quarter, the portfolio will reflect data from the last available quarter.
