INDIA OPPORTUNITIES GROWTH FUND LTD PINE WOOD STRATEGY

Institution · data to Jun 2026

Disclosed value

₹1,863 Cr

Jun 2026 closes

At current prices

…

Current holdings

Tracked since

Sep 2016

Portfolio value over time

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

Current holdings (Jun 2026)

Usha Martin Ltd5.11%

0.00pp₹788 Cr

CEAT Ltd4.41%

0.00pp₹677 Cr

Black Box Ltd1.79%

-0.01pp₹316 Cr

GKW Ltd3.07%

0.00pp₹31 Cr

Monarch Networth Capital Ltd1.13%

0.00pp₹31 Cr

Consolidated Finvest & Holdings Ltd2.37%

-0.21pp₹18 Cr

Praxis Home Retail Ltd1.37%

0.00pp₹2 Cr

Company	Holding	QoQ	Value
Usha Martin Ltd	5.11%	flat	₹788 Cr
CEAT Ltd	4.41%	flat	₹677 Cr
Black Box Ltd	1.79%	0.01	₹316 Cr
GKW Ltd	3.07%	flat	₹31 Cr
Monarch Networth Capital Ltd	1.13%	flat	₹31 Cr
Consolidated Finvest & Holdings Ltd	2.37%	0.21	₹18 Cr
Praxis Home Retail Ltd	1.37%	flat	₹2 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, INDIA OPPORTUNITIES GROWTH FUND LTD PINE WOOD STRATEGY — an institution tracked through public shareholding filings — disclosed 7 holdings in Indian listed companies worth ₹1,863 crore. The same holdings-at-filing-value basis put it at ₹1,447 crore in Mar 2026 (+28.8%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: Usha Martin Ltd (USHAMART — 5.11% of the company, ₹788 crore); CEAT Ltd (CEATLTD — 4.41% of the company, ₹677 crore); Black Box Ltd (BBOX — 1.79% of the company, ₹316 crore); GKW Ltd (GKWLIMITED — 3.07% of the company, ₹31 crore); Monarch Networth Capital Ltd (MONARCH — 1.13% of the company, ₹31 crore). Those 5 account for 99% of the disclosed value.

Changes in the Jun 2026 filings: Stake reduced in Consolidated Finvest & Holdings Ltd (−0.21 pp), Black Box Ltd (−0.01 pp). No longer disclosed after the previous quarter: Zee Media Corporation Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Jun 2026	₹1,863 Cr	+28.8%
Mar 2026	₹1,447 Cr	−20.7%
Dec 2025	₹1,824 Cr	−5.2%
Sep 2025	₹1,925 Cr	+3.3%
Jun 2025	₹1,863 Cr	+18.9%
Mar 2025	₹1,568 Cr	−20.9%
Dec 2024	₹1,983 Cr	+3.7%
Sep 2024	₹1,911 Cr	+41%

All star portfolios 20 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.