Ace investor Dolly Khanna has sharply reduced her portfolio in the June 2026 quarter, cutting her disclosed holdings from nine companies in March to only three by June. Public filings show that six firms including Emkay Global, Rain Industries, Som Distilleries, Sharda Cropchem, Southern Petrochemical Industries and Coffee Day Enterprises fell below the 1% disclosure mark, signalling a major reduction in exposure.
Her remaining portfolio is now valued at about ₹308 crore. The largest holding is Chennai Petroleum Corporation Limited, which alone accounts for nearly ₹213 crore or 82% of her disclosed portfolio. The second survivor is Prakash Industries Limited, an integrated steel producer, valued at ₹52.9 crore or about 17% of her portfolio. The third is Savera Industries Limited, a hospitality company, where she increased her stake by 0.6% in the quarter. This holding is worth ₹3.2 crore or nearly 1% of her portfolio.
All three survivors are dividend‑paying companies, showing Khanna’s preference for steady shareholder rewards in uncertain markets. Her reshuffle highlights discipline, cutting weaker bets and concentrating on dividend‑yielding firms that can provide stability and consistent returns.
