GODREJIND IN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2021 Q4	Dec 31, 2021	Gymkhana Partners	-	31.5%	BJHI IN, GODREJIND IN, GRAUWEIL IN, REPCO IN	Currency Volatility, emerging markets, India Equities, Long-Term Growth, Small Cap Value	The letter outlines Gymkhanas long-term thesis on India as a structurally advantaged, under-owned equity market with superior growth potential driven by demographics, reform momentum, and capital market deepening. The managers emphasize disciplined bottom-up stock selection focused on overlooked small- and mid-cap businesses trading at discounts to intrinsic value. Volatility and currency weakness are framed as recurring features that create opportunity for patient investors willing to do intensive on-the-ground research.		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of GODREJIND-IN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

GODREJIND-IN

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Letters With This Ticker

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BSD Shareholders of GODREJIND-IN

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