Habrok India Master Lp

Company	Holding	QoQ	Value
Aegis Logistics Ltd	2.16%	0.01	₹1,005 Cr
EIH Ltd	2.12%	0.08	₹438 Cr
Cartrade Tech Ltd	1.46%	0.04	₹189 Cr
Max Estates Ltd	1.37%	flat	₹97 Cr
Hind Rectifiers Ltd	2.50%	flat	₹94 Cr
Bengal & Assam Company Ltd	1.27%	flat	₹91 Cr
Apeejay Surrendra Park Hotels Ltd	2.68%	flat	₹71 Cr
Electrotherm (India) Ltd	3.26%	2.18	₹50 Cr
Sunshield Chemicals Ltd	4.25%	0.44	₹45 Cr
Max India Ltd	3.39%	0.01	₹28 Cr
Sreeleathers Ltd	3.54%	flat	₹18 Cr
Spencers Retail Ltd	1.41%	flat	₹5 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Habrok India Master Lp — an institution tracked through public shareholding filings — disclosed 12 holdings in Indian listed companies worth ₹2,131 crore. The same holdings-at-filing-value basis put it at ₹1,285 crore in Mar 2026 (+65.8%). Solomo carries these filings back to Dec 2017.

Largest disclosed positions in Jun 2026: Aegis Logistics Ltd (AEGISLOG — 2.16% of the company, ₹1,005 crore); EIH Ltd (EIHOTEL — 2.12% of the company, ₹438 crore); Cartrade Tech Ltd (CARTRADE — 1.46% of the company, ₹189 crore); Max Estates Ltd (MAXESTATES — 1.37% of the company, ₹97 crore); Hind Rectifiers Ltd (HIRECT — 2.50% of the company, ₹94 crore). Those 5 account for 86% of the disclosed value.

Changes in the Jun 2026 filings: Stake raised in Electrotherm (India) Ltd (+2.18 pp), Sunshield Chemicals Ltd (+0.44 pp), EIH Ltd (+0.08 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	₹2,131 Cr	+65.8%
Mar 2026	₹1,285 Cr	+1.6%
Dec 2025	₹1,265 Cr	+57.3%
Sep 2025	₹804 Cr	+15.1%
Jun 2025	₹698 Cr	+53%
Mar 2025	₹456 Cr	+91.1%
Dec 2024	₹239 Cr	+8.1%
Sep 2024	₹221 Cr	+2.6%

All star portfolios 4 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.