AMRIT PETROLEUMS PVT LIMITED

Company	Holding	QoQ	Value
JSW Steel Ltd	1.05%	flat	₹477 Cr
The Ramco Cements Ltd	1.49%	0.61	₹239 Cr
Carborundum Universal Ltd	2.12%	flat	₹116 Cr
Asahi India Glass Ltd	2.12%	flat	₹112 Cr
Cholamandalam Financial Holdings Ltd	1.28%	0.38	₹103 Cr
Bannari Amman Sugars Ltd	2.31%	0.23	₹57 Cr
Vascon Engineers Ltd	5.24%	0.82	₹33 Cr
EPL Ltd	1.32%	flat	₹25 Cr
Naperol Investments Ltd	1.74%	flat	₹7 Cr
Bannari Amman Spinning Mills Ltd	2.86%	flat	₹5 Cr
Kirloskar Pneumatic Company Ltd	1.01%	flat	₹3 Cr
Elixir Capital Ltd	6.47%	flat	₹1 Cr

Portfolio Summary

Mar 2017

As of Mar 2017, AMRIT PETROLEUMS PVT LIMITED — an institution tracked through public shareholding filings — disclosed 12 holdings in Indian listed companies worth ₹1,179 crore. The same holdings-at-filing-value basis put it at ₹751 crore in Dec 2016 (+56.9%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Mar 2017: JSW Steel Ltd (JSWSTEEL — 1.05% of the company, ₹477 crore); The Ramco Cements Ltd (RAMCOCEM — 1.49% of the company, ₹239 crore); Carborundum Universal Ltd (CARBORUNIV — 2.12% of the company, ₹116 crore); Asahi India Glass Ltd (ASAHIINDIA — 2.12% of the company, ₹112 crore); Cholamandalam Financial Holdings Ltd (CHOLAHLDNG — 1.28% of the company, ₹103 crore). Those 5 account for 89% of the disclosed value.

Changes in the Mar 2017 filings: Stake reduced in Vascon Engineers Ltd (−0.82 pp), The Ramco Cements Ltd (−0.61 pp), Cholamandalam Financial Holdings Ltd (−0.38 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Mar 2017	₹1,178 Cr	+56.9%
Dec 2016	₹751 Cr	−27.2%
Sep 2016	₹1,032 Cr	-

All star portfolios 1 further position appears in earlier filings but not in Mar 2017.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.