Big Bull Mukul Agrawal's Rs 6500 Crore Portfolio: Q3 Buys, Sells, and Exits Revealed

• Veteran investor Mukul Agrawal made significant changes to his Rs 6500 crore equity portfolio in Q3, adding new shares, increasing stakes, and reducing holdings.
• New additions include Hindustan Construction (1.68%), Allcargo Logistics (2.9%), and Sudip Pharma (1.3%), all acquired after significant price drops.
• He increased stakes in Vasa Denticity (to 2.4%), Vikran Engineering, and N R Agrawal Company.
• Agrawal reduced holdings in Monolithish, Pearl Global, Infobeans Technologies, Autoriders Company, Zota Healthcare, and ASM Technologies.
• He appears to have completely exited Stanley Lifestyles, which saw a 50% fall in the last year.

Why It Matters: Mukul Agrawal strategically rebalanced his portfolio in Q3, investing in undervalued stocks and trimming positions.