Fratelli Vineyards Limited
Porinju Veliyath, who last held a 1.05 percent stake in Fratelli Vineyards Limited, is no longer listed among the company's disclosed shareholders, indicating either a complete exit or a reduction of the holding to below the 1 percent reporting threshold.
A beverage manufacturer engaged in producing, importing, and distributing wines and alcoholic beverages across India and international markets. Fratelli Vineyard operates across the entire value chain, from processing and manufacturing to retail sales and distribution. The company distinguishes itself through its vertically integrated business model, diverse product portfolio spanning multiple wine and spirit categories, and established presence in both domestic and export channels serving various consumer segments.
The 'Small-Cap Czar' of Indian equities. Porinju Veliyath started as a floor trader at Kotak Securities in 1990, honed his craft under Parag Parikh, then founded Equity Intelligence India in 2002, a SEBI-registered PMS now based in Kochi. His contrarian approach buys hated sectors before the turn, and his calls have produced legendary returns in out-of-favour small-caps. Direct disclosed portfolio: ~₹214 Cr. Follow his moves to see where a true contrarian is putting money when consensus is looking the other way.