4 stocks Ashish Kacholia trimmed in September quarter amid Rs 2,740 crore portfolio reshuffle

Veteran investor Ashish Kacholia pared stakes in a handful of portfolio companies during the September 2025 quarter, signaling selective profit-taking after a strong multi-year run in several of his bets. Kacholia currently holds 48 publicly listed stocks worth over Rs 2,739 crore. In the latest quarter, he marginally trimmed his holdings in Dhabriya Polywood, Fineotex Chemical, Xpro India, and Brand Concepts, as part of a broader realignment across his diversified portfolio spanning manufacturing, infra, and specialty chemical plays. Pro Picks