FW
Foreign Investor

First Water

Holdings
10
Recent moves
5
Style
Long-onlyMulti-capConcentrated value
About

India-focused and FPI co-founded by Arun Chulani (CA, MSc LSE, ex-Ikarus Petroleum) and Ricky Kirpalani. Concentrated long-only value strategy holding 15 to 18 stocks for 5 to 7 year horizons. Patient capital with a Buffett-style preference for moaty Indian businesses available at sensible prices.

Holdings 10
Royal Orchid Hotels Limited
ROHLTD3.69% stake
₹33 Cr
position
Rain Industries Limited
RAIN1.68% stake
₹115 Cr
position
Shalby Limited
SHALBY1.64% stake
₹30 Cr
position
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First Water: portfolio, holdings & latest trades · WhaleWatch