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Intrinsic value · Buy/Sell verdict · scores — free· 1038 Indian stocks· EOD 2026-09-25

RARE Enterprises

Rekha Jhunjhunwala

The portfolio built by the late Rakesh Jhunjhunwala, India's best-known investor, now held in his family's name. Long-horizon, high-conviction bets concentrated in consumption, financials and aviation.

Disclosed holdings as at the June 2026 quarter (period ended 30 Jun 2026), compared with March 2026.

Disclosed holdings
19
Above the disclosure threshold
Disclosed value
₹42,193 Cr
At the latest close
Changes this quarter
2
0 new · 0 added · 2 trimmed · 0 exited
Avg. overall score
46
Across tracked holdings

Disclosed holdings

Titan Company Limited
TITAN5.31% stake · 4,71,84,470 shares · ₹23,045 Cr
₹4,884
+1.07%
38
Fortis Healthcare Limited
FORTIS4.02% stake · 3,03,50,152 shares · ₹2,543 Cr
₹837.85
-4.50%
32
TATA MOTORS LIMITED
TMCV1.32% stake · 4,87,48,260 shares · ₹2,152 Cr
₹441.5
+1.00%
53
The Federal Bank Limited
FEDERALBNK2.42% stake · 5,90,30,060 shares · ₹1,901 Cr
₹322
-2.28%
68
CRISIL Limited
CRISIL5.19% stake · 37,99,000 shares · ₹1,717 Cr
₹4,520
+0.37%
60
Canara Bank
CANBK1.42% stake · 12,91,93,000 shares · ₹1,615 Cr
₹124.99
-0.72%
59
Tata Motors Passenger Vehicles Limited
TMPV1.33% stake · 4,87,98,260 shares · ₹1,417 Cr
₹290.45
-1.54%
40
Jubilant Pharmova Limited
JUBLPHARMA6.43% stake · 1,02,44,000 shares · ₹1,098 Cr
₹1,071.95
+0.76%
57
NCC Limited
NCC12.48% stake · 7,83,33,266 shares · ₹1,040 Cr
₹132.82
-0.45%
43
VA Tech Wabag Limited
WABAG8.02% stake · 50,00,000 shares · ₹1,004 Cr
₹2,008.4
-1.03%
51
The Indian Hotels Company Limited
INDHOTEL1.00% stake · 1,42,87,765 shares · ₹1,038 Cr
₹726.8
-0.27%
49
Star Health and Allied Insurance Company Limited
STARHEALTH3.04% stake · 1,78,70,977 shares · ₹997 CrPromoter
₹558.15
+1.41%
27
Tata Communications Limited
TATACOMM1.58% stake · 45,00,687 shares · ₹750 Cr
₹1,666.5
-0.21%
20
Wockhardt Limited
WOCKPHARMA1.75% stake · 28,37,005 shares · ₹643 Cr
₹2,265.6
-0.97%
47
Escorts Kubota Limited
ESCORTS1.53% stake · 17,08,388 shares · ₹488 Cr
₹2,855.7
+1.16%
52
Jubilant Ingrevia Limited
JUBLINGREA2.97% stake · 47,35,500 shares · ₹311 Cr
₹656.1
+3.27%
50
Valor Estate Limited
DBREALTY4.61% stake · 2,50,00,000 shares · ₹250 Cr
₹100.08
-0.14%
24
Aptech Limited
APTECHT21.03% stake · 1,21,98,376 shares · ₹111 CrPromoter
₹91.22
-0.96%
38
INVENTURUS KNOWLEDGE SO L
IKS0.23% stake · 3,92,431 shares · ₹71 CrPromoter
₹1,815.8
-2.81%
67

Where this comes from. Share counts and stake percentages are taken from each company's own quarterly shareholding pattern filed with the exchanges under SEBI LODR Reg. 31 for the June 2026 quarter. We re-read those filings, cross-check every row against the company's market capitalisation and, where reachable, the matching NSE filing, and only then publish it.

What it does not show. Companies only have to name a shareholder once the stake passes the disclosure threshold, so smaller positions are invisible here and a holding that disappears may have been trimmed rather than sold. Filings are quarterly and arrive weeks after the period ends, so an investor may have already changed their position. Holdings are matched by the name as filed, which companies type by hand.

Rebuilt weekly from the exchanges; last updated 2026-09-19. For information only, not investment advice.