One of the key additions is Valor Estate, where Agrawal picked up 65 lakh shares, amounting to a holding value of Rs 126.3 crore or a 1.2% stake in the company. Another significant purchase was Jammu & Kashmir Bank, with a stake of 1.3% acquired through 1.4 crore shares worth Rs 153.6 crore.
Agrawal also entered Sarda Energy & Minerals, buying 40 lakh shares valued at Rs 178.7 crore, representing a 1.1% stake in the company. In the niche industrial segment, he took a 2.5% stake in Wendt, acquiring 50,000 shares worth Rs 53.4 crore.
In the chemicals space, Agrawal bought 3 lakh shares of Tatva Chintan Pharma, amounting to a 1.3% stake with a holding value of Rs 29.8 crore. In the healthcare sector, he added Yatharth Hospital to his portfolio by purchasing 1.1 crore shares for Rs 69.6 crore, giving him a 1.1% stake.
Rounding out the list is the recently listed Monolithisch India, where he acquired 5 lakh shares worth Rs 20 crore, reflecting a 2.3% stake in the company.
Also read: Vijay Kedia exits Tata stock after making multibagger returns in 5 years
All of these holdings are marked as “new” in the June 2025 shareholding data, indicating fresh entries in the latest quarter. This implies that these are potentially new investments made by Agrawal, or he has increased his holdings in these stocks over 1%, which requires a disclosure.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)