Dolly Khanna adds Rain Industries, trims CPCL stake
In short
Dolly Khanna added a 1.72% stake in Rain Industries in the September 2026 quarter. She also cut her stake in Chennai Petroleum Corporation and raised her holding in Savera Industries.
Rain Industries became her second-largest disclosed holding. The report does not say why she made the changes or what she paid.
What the reporting says
Dolly Khanna added a 1.72% stake in Rain Industries in the September 2026 quarter and trimmed her holding in Chennai Petroleum Corporation, according to publisher-supplied market reporting. The note says Rain became her second-largest disclosed holding, while CPCL stayed her largest position and Savera Industries was also increased. The immediate market implication is a portfolio shift, but the reporting does not give a reason for the trades.
Why it matters
Dolly Khanna reportedly added a 1.72% stake in Rain Industries during the September 2026 quarter and reduced her stake in Chennai Petroleum Corporation, which remained her largest disclosed holding. She also increased her Savera Industries exposure. The reporting suggests a change in her portfolio mix, but it does not state the investment rationale, trade prices, or whether this signals a broader sector view.