Sanjiv Dhireshbhai Shah Portfolio, Holdings, Net Worth & more

Sanjiv Dhireshbhai Shah is one of the most eminent stock traders and investors in this country who is known for his unique stock-picking skills.

He is one of the premier investors in the market with more than stakes in seven companies with a net worth of Rs. 394.36 crores.

In this article we will discuss his latest shareholdings, the stocks he has in his portfolio. The pattern he follows and the industries and the sectors he mostly invests his money into and many other details about his portfolio.

This article will give you a detailed analysis of his entire portfolio which will also include his shareholdings from the past years to compare the changes he made in the portfolio over the last few years.

Apart from the portfolio and the shareholdings, we will also discuss the net worth Sanjiv Dhireshbhai Shah has and how it has changed over the years.

So, let us start with a brief introduction of Mr. Sanjiv Dhireshbhai Shah and his professional life and then dig into the Sanjiv Dhireshbhai Shah portfolio.

About Sanjiv Dhireshbhai Shah

Sanjiv Dhireshbhai Shah is the Executive Director of Sanblue Corp. Ltd. and earlier he had served as the Chairman and MD of the same firm.

He has been in the investment field for quite long time and his idea of investments and his stock-picking style and ideas are often referred by many newbies in the market. He is one of the celebrated investors in the country.

His stock holdings are restricted to few shares but those shares he chose very wisely and that leads to massive wealth creation.

He invests together with his Hindu Undivided family which is known as Shah Sanjibhai Dhireshbhai – HUF and individually as well.

He holds stakes in some of the most famous corporations in the country namely Vadilal and others which are in the Sanjiv Dhireshbhai Shah’s latest portfolio and that we will discuss in the next section of this article.

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Sanjiv Dhireshbhai Shah Latest Portfolio & Holdings

Sanjiv Dhireshbhai Shah is one of the top investors in India. He has a portfolio of 12 stocks as per the current review of his portfolio. The overall net worth of this portfolio is around Rs. 480 crores. He has been known for his unique picks in the market.

He is currently the Executive Director of Sanblue Corporation ltd. He holds a 7.2% stake in this company as well. He invests in the market individually as well as under the HUF Shah Sanjibbhai Dhireshbhai.

Some of the top stocks in his portfolio include Bengal & Assam Company Ltd. where he has a 1.2% stake in the company. This is a new addition to his portfolio made in June 2022.

Then there are 8.2% stakes in Pearl Global Industries Ltd and recently in June 2022, he added 0.1% of this stake to his portfolio. Another major holding is Kanoria Chemicals & Industries Ltd. where he has a 3.2% stake in the company.

He also bought 0.2% stakes of De Nora India Ltd. in June, 2022 quarter which made his total stake in this company stand at 1.3%.

He first time purchased this stock in March, 2022 quarter. Apart from these, there are stocks of Vadilal Industries Ltd., PDS Ltd., Vadilal Enterprise Ltd., ABC India Ltd., Phoenic Township Ltd., and CL Educate Ltd.

Investment in PDS Multinational Fashions Ltd

The first on the list is the stakes of PDS Multinational Fashions Ltd. Here the stakes held by Sanjiv Dhireshbhai Shah are close to 68.66% which has been the result of an increase in the shareholding in the last quarter that is on June 2022, where the investor increased the holding by 1.50%.

The market price of the shares of this firm at present is Rs. 1719.40 and the number of shares held by the investor of this firm is 1620951.

The total investment in this firm at present worth Rs. 274.59 crores and the stakes are purchased and held in the account of Sanjiv Dhireshbhai Shah himself.

Holdings in Pearl Global Industries Ltd

The next firm where he holds around 18.07% of the stakes is Pearl Global Industries Ltd. Here he holds the shares in the name of Mr. Sanjiv Dhireshbhai Shah and the current market price of the shares of this firm is Rs. 416.25.

The 18.07% stake in this company that he holds is equivalent to the 1761979 shares of the firm’s total share unit and that makes the total investment in this company worth Rs. 69.12 crores.

In the June 2022 quarter, Sanjiv Dhireshbhai Shah increased his investment in this stake by 6.11% which gives the idea that he is bullish on this share.

Holdings in Kanoria Chemical & Industries

Kanoria Chemicals & Industries Limited is a market leader when it comes to chemical intermediates manufacturing in India.

There are multiple chemicals that this company manufactures which include Alco chemicals, Industrial gases, Chloro chemicals, and chemicals for water treatment as well. Sanjiv Dhireshbhai Shah invested in this stock in March 2021.

He bought 1.8% stakes in the company. In the next quarter, that is in June 2021, he increased his stakes in the company to 3.2%.

He has been maintaining the same stake for the past 1 year in this company. The current value of his holding is Rs. 18.8 crores while the number of stocks he has of Kanoria Chemicals is 1410918 units.

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Sanjiv Dhireshbhai Shah Portfolio in 2021

In 2021, the main holdings in Sanjiv Dhireshbhai Shah’s portfolio were Pearl Global Industries Ltd. Here this company held 9.8% stakes at the beginning of 2021.

In the September 2021 quarter, he sell off 1.7% of the stakes of this company and retained 8.15% of the stakes. Later in June 2022, he added 0.1% stakes in the company again to his portfolio.

Another major holding for the year 2021 was Sanblue Corporation Ltd. where he held 2.9% stakes throughout 2021. Recently, in March 2022, he increased his stakes in the company to 7.2% which he is retaining now. The current valuation of the holding is 1.1 crores.

PDS Ltd. is another company in which Sanjiv Dhireshbhai Shah has 6.2% stakes. In March 2021 he had a 6.1% stake in the firm while he increased that to 6.2% in June 2021 and since then he is holding these stocks without any changes.

In 2021, Sanjiv Dhireshbhai Shah first time bought Kanoria Chemicals & Industries Ltd.’s stocks in March 2021. He doubled his stakes in the company within one quarter and currently holds 3.2% of the stakes in the company.

The next major holding is of Vadilal Enterprise Ltd. Here is held 3.1% stakes throughout the year without any change.

However, Vadilal Industries Ltd. is a share which he sold off in March 2021, the entire holdings of 1.6% but invested in 1.6% of the stakes of the company again in the next quarter which is June 2021.

Apart from these, he added other 2 new stocks in 2021’s December quarter. One is of Phoenix Township Ltd where he invested in 1.2% stakes and also in 1.2% stakes of CL Educate Ltd.

Sanjiv Dhireshbhai Shah Portfolio in 2020

In the year 2020, Sanjiv Dhireshbhai Shah had 7.2% of the stakes of Pearl Global Industries Ltd. He bought 0.1% of the stakes of this company and added to the already existing 7.1% stakes in his portfolio of this firm.

Throughout the year, he invested in this company that is in September 2020 quarter, he added another 1.2% of the stakes which made the total holding in the company 8.4%.

In December 2020 quarter again he added another 1.3% stakes and his total holding in this company stood at 9.7% in December 2020.

Then there was PDS Ltd where he had 5.4% stakes up from 5% in December 2019. In September 2020 he bought another 0.6% stake in the company and by the end of the year, in December 2020, his total stake in PDS Ltd. was 6.1%.

Another interesting purchase this year was Pokarna Ltd. He bought a 2.2% stake in this company in March 2020. In June 2020 quarter, he added another 0.2% of the stakes in his portfolio, then sold off the entire investment in the September 2020 quarter.

Like in 2021, he bought 1.6% stakes in Vadilal Industries Ltd. in June 2020 and sold it off in December 2020 but not entirely however, the stake was below 1% of the company’s total outstanding shares.

The stakes in ABC India Ltd., Vadilal Enterprise Ltd., and Sanblue Corporation Ltd. were maintained throughout the year.

Sanjiv Dhireshbhai Shah Portfolio in 2019

In the year 2019, according to the Sanjiv Dhireshbhai Shah Portfolio 2019, the investor has mainly invested in the shares of the apparel and fashion brands in the country apart from other companies.

For example, there is PDS Multinational as well as Sanblue Corp and both the companies are involved in the fashion and apparel business.

Apart from the fashion and apparel business, the company invested in the Vadilal Enterprises and the industries and that shows his likeness towards the Vadilal group.

This year, in the March quarter, he invested in the Sanblue Corporation and Vadilal Industries. In the same quarter, he also had an investment in the shares of Florence Investech Ltd. and Weizmann Forex Ltd. which in the next quarter that is in the 2019 June quarter got removed from the portfolio of the investor.

The highest investment, Sanjiv Dhireshbhai Shah has in the shares PDS Multinational.

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In the March 2019 quarter, the investment worth Rs. 33.7 crores and in this June 2019 quarter, the investment worth Rs. 34.9 crores which show that the investor has increased his investment in this stock.

The minimum investment is in the shares of Sanblue Corporation Ltd. In the March quarter, the investor invested in this share and he didn’t alter his investment in the June 2019 quarter and in both the quarters, the investment’s value worth Rs. 9.9 lakhs.

Sanjiv Dhireshbhai Shah Portfolio in 2018

According to the Sanjiv Dhireshbhai Shah Portfolio 2018, the investor has an investment in not more than 6-7 stocks in any of the quarters.

This shows how precisely he invest and he chooses few stocks but that he does with complete precision. His 2018 portfolio had stocks from companies like Pearl Global, PDS Multinational, ABC India, Vadilal Enterprise Infomedia Press Ltd. which are still in his portfolio.

However, there were also shares from Weizmann Forex Ltd. and Florence Investech Ltd. These two shares show his inclination towards the fintech industry in 2018.

The investment in the PDS Multinational Fashions Ltd. has increased significantly and constantly in every quarter in the year 2018.

From the March quarter when the stakes holding in this firm were at 3.14%, it rose to 3.83% in the December quarter of 2018.

The investment value also increased accordingly and by the end of the year 2018 it was at Rs. 33.5 crores which were earlier Rs. 27.4 crores in the March 2018 quarter.

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In the December quarter of 2018, the investor invested in the shares of Florence Investech ltd. and in the March 2018 quarter, he first invested in the stocks of Pearl Global Industries which is one of the most important components of his portfolio after PDS Multinational.

In June 2018, Sanjiv Dhireshbhai Shah reduced his investment in the shares of Vadilal Enterprises Ltd. by 1.92% and kept the same shareholding for the rest of the year.

Sanjiv Dhireshbhai Shah Portfolio in 2017

According to the Sanjiv Dhireshbhai Shah Portfolio 2017, Sanjiv Dhireshbhai Shah has the highest investment in the shares of the PDS Multinational Fashions Ltd. only.

The investment in this share increased moderately in this year as well. In the March 2017 quarter, the investment value was Rs. 24.3 Crores which rose to Rs. 26 crores in the December 2017 quarter.

The next important constituent of the portfolio is the shares of Pearl Global whose stakeholding fell below 1% in the portfolio of Sanjiv Dhireshbhai Shah in this year 2017, December quarter.

For the rest of the year, the investment stood at Rs. 9.9 crores valuation only.

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Further, in December quarter of the year 2017, the investor invested in the shares of Vadilal Enterprises when the price of the shares was Rs. 1120 and he bought 42362 shares of the firm which makes his investment worth Rs. 4.7 crores at that time.

He disinvested in the shares of Eldeco Housing & Industries Ltd. in the September quarter of 2017 by 0.04% and then in the next quarter, the stakes held by the investor in this company fell below 1% and at the beginning of 2018, he completely waived off the share of this firm from his portfolio.

This is most probably owing to the fact that the real estate market has been witnessing a major setback. Another share where he reduced his shareholding was in the shares of Weizmann Forex Ltd.

What is Sanjiv Dhireshbhai Shah’s Net Worth?

The Sanjiv Dhireshbhai Shah’s Net Worth is currently Rs. 394.36 Crores from his investments with a negative change of 1% from the last quarter.

His net worth increased in the first quarter of 2022 where he gained 8% on his investment and the net worth increased from Rs. 368.33 crores to Rs. 400.32 crores.

In the 2021 March quarter, he witnessed another huge gain of 39% and by the September quarter of the same year, the net worth increased to 303.67 cr. because of gains he achieved on his investment.

In 2020, he witnessed continuous growth of his investment which made his net worth grow from Rs. 61.06 crores to Rs. 116.34 crores by the end of the year.

Sanjiv Dhireshbhai Shah Portfolio – Conclusion

Sanjiv Dhireshbhai Shah Portfolio is one of the most compact portfolios. He chooses stocks that reap major profits and thus he has very few stocks in the portfolio.

He is most inclined to the fashion and apparel brands at present and earlier he invested mainly in fintech stocks. At present his net worth which is 394.36 crores from the investments he has, made him one of the most eminent investors.

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