MALABAR INDIA FUND LIMITED

As of Jun 2026, MALABAR INDIA FUND LIMITED — an institution tracked through public shareholding filings — disclosed 21 holdings in Indian listed companies worth ₹5,640 crore. The same holdings-at-filing-value basis put it at ₹4,291 crore in Mar 2026 (+31.4%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: Neuland Laboratories Ltd (NEULANDLAB — 5.42% of the company, ₹1,315 crore); Aptus Value Housing Finance India Ltd (APTUS — 4.36% of the company, ₹629 crore); Affle 3i Ltd (AFFLE — 2.16% of the company, ₹445 crore); XPRO India Ltd (XPROINDIA — 11.33% of the company, ₹398 crore); Le Travenues Technology Ltd (IXIGO — 3.95% of the company, ₹385 crore). Those 5 account for 56% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Tanfac Industries Ltd. Stake raised in Aptus Value Housing Finance India Ltd (+0.22 pp), Aurionpro Solutions Ltd (+0.22 pp), Hatsun Agro Product Ltd (+0.10 pp). Stake reduced in Neuland Laboratories Ltd (−0.23 pp), Neogen Chemicals Ltd (−0.05 pp). No longer disclosed after the previous quarter: RACL Geartech Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.