Ashish Kacholia adds five new shares to his portfolio while dropping others.  Jain Resource Recycling remains important holding.

The top investor, Ashish Kacholia, actively reorganized his portfolio, reducing shares in certain companies and making new investments. Kacholia increased the holdings in one company, reduced his interests in two others, bought five new stocks, and left five counters where the name is no longer shown in the latest shareholding data, according to BSE records.

Kacholia held 48 shares worth Rs 2,727 crore as of the September quarter, compared to 35 stocks worth Rs 2,774 crore in the June quarter. The biggest share is in Jain Resource Recycling, worth 3.89 lakh, which is Rs 150 crore.  He also picked Vikran Engineering (3.93 lakh shares, Rs 41 crore), V Marc worth (6.61 lakh shares, Rs 39 crore), Shree Refrigerations (Rs 32 crore), and Partham EPC Projects (Rs 4 crore).

The share in Dhabriya Polywood dropped to 6.26 lakh from 7.23 lakh, while the shares in Fineotex dropped to 30 lakh from 31.36 lakh. The current values of the holdings are worth Rs 76 crore and Rs 24 crore.

It's still unclear if the holdings have dropped or if he has completely left. And he holds 1.7 crore shares in Jyothi Structures worth Rs 31 crore, 9.6 lakh shares in Acutaas Chemicals worth Rs 110 crore, 2.94 lakh shares in Universal Autofoundry worth Rs 2.42 crore, 11.08 lakh shares in Awfis Space Solutions worth Rs 71 crore, and 15.6 lakh shares in NIIT Learning worth Rs 53 crore, at the end of June.

Shaily Engineering remains the most valuable of his top five holdings, with 23.94 lakh shares valued at Rs 615 crore. Sarari Industries and Beta Drugs follow next, with 12.64 lakh and 9 lakh shares, valued at Rs 230 crore and Rs 190 crore. With holdings of Rs 150 crore and Rs 116 crore, Jain Resource Recycling and Balu Forge completed the top five.