Ace investor Ashish Kacholia reduced his holdings in four companies during the first quarter of FY27. The stocks are Yasho Industries, Fineotex Chemicals, Tanfac Industries and SG Finserve. His stake in SG Finserve fell below 1%, suggesting a possible exit, while the other three remain part of his portfolio despite cuts.
In Yasho Industries, his holding slipped from 2.3% to 2.1%, equal to 250,242 shares worth about ₹75.4 crore. The stock has already gained 114% in 2026. In Fineotex Chemicals, his stake dropped from 2.60% to 2.06%, equal to 23,989,323 shares worth nearly ₹92 crore. The stock rose 58% in six months. In Tanfac Industries, his holding reduced from 1.7% to 1.6%, equal to 340,918 shares worth ₹84.2 crore. The stock gained 7% in six months. In SG Finserve, his holding fell below 1% from 2.37%, marking a likely exit. The stock climbed 59% in six months.
Kacholia is known for spotting small cap businesses early. His portfolio changes are closely tracked by investors as signals of market sentiment. The latest reshuffle shows selective profit booking while retaining confidence in most holdings.
