Markets › Super Investors › SHAMYAK INVESTMENT PRIVATE LIMITED
SL
SHAMYAK INVESTMENT PRIVATE LIMITED
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹8,015 Cr
Today
+₹73.8 Cr +0.93%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +19.0% NIFTY 50 -4.4%ahead of NIFTY by 23.4 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
96%
Wtd P/E
29.0
Wtd ROE
17.5%
Holdings
8
By market cap
Large 93% Mid 6% Small 1%
Bought / added last quarter
Grasim Industries Ltd+0.03pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 8
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| JSW Steel Ltd JSWSTEEL · Metals & Mining | 1.09% | ₹3,440 Cr | -0.08% | – | 12.4 | 28% |
| Grasim Industries Ltd GRASIM · Construction Materials | 1.43% | ₹3,086.7 Cr | +1.90% | ▲ +0.03pp | 20.9 | 10% |
| ASAHI INDIA GLASS ASAHIINDIA · Automobile and Auto Components | 2.02% | ₹460.6 Cr | +1.05% | – | 66.0 | 10% |
| LMW Ltd LMW · Capital Goods | 2.62% | ₹443.5 Cr | +0.43% | – | 129.3 | 5% |
| The Ramco Cements Ltd RAMCOCEM · Construction Materials | 1.21% | ₹260.1 Cr | +3.48% | – | 30.8 | 9% |
| CARBORUNDUM UNIVERSAL CARBORUNIV · Capital Goods | 1.05% | ₹213.2 Cr | +1.22% | – | 121.0 | 5% |
| Bannari Amman Sugars Ltd BANARISUG · Fast Moving Consumer Goods | 2.31% | ₹105.9 Cr | +0.93% | – | 30.9 | 8% |
| Elgi Rubber Company Limited ELGIRUBCO | 2.00% | ₹5.1 Cr | -0.45% | – | – | -31% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| JSW Steel Ltd | 1.09 | 1.09 | 1.09 | 1.09 | · |
| Grasim Industries Ltd | 1.43 | 1.40 | 1.40 | 1.40 | · |
| ASAHI INDIA GLASS | 2.02 | 2.02 | 2.02 | 2.12 | · |
| LMW Ltd | 2.62 | 2.62 | 2.62 | 2.62 | 2.62 |
| The Ramco Cements Ltd | 1.21 | 1.21 | 1.21 | 1.21 | · |
| CARBORUNDUM UNIVERSAL | 1.05 | 1.05 | 1.05 | · | · |
| Bannari Amman Sugars Ltd | 2.31 | 2.31 | 2.31 | 2.31 | 2.31 |
| Elgi Rubber Company Limited | 2.00 | 2.00 | 2.00 | 2.00 | · |
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.