CASSINI PARTNERS, L.P. MANAGED BY HABROK CAPITAL MANAGEMENT LLP

Institution · data to Jun 2026

Disclosed value

₹1,685 Cr

Jun 2026 closes

At current prices

…

Current holdings

Tracked since

Jun 2022

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

Aegis Logistics Ltd1.63%

0.00pp₹759 Cr

Godrej Industries Ltd1.07%

0.00pp₹437 Cr

Bengal & Assam Company Ltd2.06%

0.00pp₹148 Cr

Cartrade Tech Ltd1.04%

0.00pp₹135 Cr

JK Tyre & Industries Ltd1.01%

0.00pp₹120 Cr

Sunshield Chemicals Ltd3.81%

+0.19pp₹40 Cr

Max India Ltd2.77%

-0.01pp₹23 Cr

Electrotherm (India) Ltd1.28%

NEW₹20 Cr

Spencers Retail Ltd1.20%

0.00pp₹4 Cr

Company	Holding	QoQ	Value
Aegis Logistics Ltd	1.63%	flat	₹759 Cr
Godrej Industries Ltd	1.07%	flat	₹437 Cr
Bengal & Assam Company Ltd	2.06%	flat	₹148 Cr
Cartrade Tech Ltd	1.04%	flat	₹135 Cr
JK Tyre & Industries Ltd	1.01%	flat	₹120 Cr
Sunshield Chemicals Ltd	3.81%	0.19	₹40 Cr
Max India Ltd	2.77%	0.01	₹23 Cr
Electrotherm (India) Ltd	1.28%	NEW	₹20 Cr
Spencers Retail Ltd	1.20%	flat	₹4 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, CASSINI PARTNERS, L.P. MANAGED BY HABROK CAPITAL MANAGEMENT LLP — an institution tracked through public shareholding filings — disclosed 9 holdings in Indian listed companies worth ₹1,685 crore. The same holdings-at-filing-value basis put it at ₹1,023 crore in Mar 2026 (+64.7%). Solomo carries these filings back to Jun 2022.

Largest disclosed positions in Jun 2026: Aegis Logistics Ltd (AEGISLOG — 1.63% of the company, ₹759 crore); Godrej Industries Ltd (GODREJIND — 1.07% of the company, ₹437 crore); Bengal & Assam Company Ltd (BENGALASM — 2.06% of the company, ₹148 crore); Cartrade Tech Ltd (CARTRADE — 1.04% of the company, ₹135 crore); JK Tyre & Industries Ltd (JKTYRE — 1.01% of the company, ₹120 crore). Those 5 account for 95% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Electrotherm (India) Ltd. Stake raised in Sunshield Chemicals Ltd (+0.19 pp). Stake reduced in Max India Ltd (−0.01 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Jun 2026	₹1,685 Cr	+64.7%
Mar 2026	₹1,023 Cr	−21.3%
Dec 2025	₹1,300 Cr	−1.9%
Sep 2025	₹1,325 Cr	−8.5%
Jun 2025	₹1,448 Cr	+10.3%
Mar 2025	₹1,313 Cr	−8.1%
Dec 2024	₹1,430 Cr	+8.7%
Sep 2024	₹1,316 Cr	+4.3%

All star portfolios 2 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.