Markets › Super Investors › CASSINI PARTNERS, L.P. MANAGED BY HABROK CAPITAL MANAGEMENT LLP
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CASSINI PARTNERS, L.P. MANAGED BY HABROK CAPITAL MANAGEMENT LLP
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹820 Cr
Today
+₹25.7 Cr +3.23%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +17.6% NIFTY 50 -4.4%ahead of NIFTY by 22.0 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
31.0
Wtd ROE
18.3%
Holdings
5
By market cap
Large 69% Mid 28% Small 3%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
JK Tyre & Industries Ltd-0.02pp
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Aegis Logistics Ltd AEGISLOG · Oil, Gas & Consumable Fuels | 1.63% | ₹563.4 Cr | +4.22% | – | 31.2 | 21% |
| CarTrade Tech Ltd CARTRADE · Consumer Services | 1.04% | ₹115.9 Cr | -0.87% | – | 45.7 | 10% |
| JK Tyre & Industries Ltd JKTYRE · Automobile and Auto Components | 1.01% | ₹113.6 Cr | +3.50% | ▼ -0.02pp | 14.6 | 14% |
| Max India Ltd MAXIND · Financial Services | 2.78% | ₹23.1 Cr | +0.11% | – | – | -32% |
| Spencers Retail Ltd SPENCERS · Consumer Services | 1.20% | ₹4 Cr | +0.71% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Aegis Logistics Ltd | 1.63 | 1.63 | 1.38 | 1.38 |
| CarTrade Tech Ltd | 1.04 | 1.04 | 1.05 | 1.05 |
| JK Tyre & Industries Ltd | 1.01 | 1.03 | 1.09 | 1.09 |
| Max India Ltd | 2.78 | 2.78 | 2.79 | 2.79 |
| Spencers Retail Ltd | 1.20 | 1.20 | 1.22 | 1.22 |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.