{"id":321036,"date":"2026-10-21T15:50:42","date_gmt":"2026-10-21T10:20:42","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=321036"},"modified":"2026-10-21T15:50:42","modified_gmt":"2026-10-21T10:20:42","slug":"dolly-khanna-portfolio-rain-industries-comeback-chennai-petroleum-stake-trimmed","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/dolly-khanna-portfolio-rain-industries-comeback-chennai-petroleum-stake-trimmed\/","title":{"rendered":"Dolly Khanna Portfolio: Rain Industries Comeback and a Trimmed Chennai Petroleum Stake"},"content":{"rendered":"

In the Dolly Khanna portfolio update reported on 21 Oct 2026, Dolly Khanna is back in Rain Industries after trimming Chennai Petroleum (CPCL). Her CPCL holding was 15,13,689 shares or 1.02% at 30 Sep 2026, down from 18,98,724 shares at 30 Jun (a cut of 3.85 lakh shares), per an earlier Business Today report. Rain Industries closed at Rs 211.07, down 5.81%, and CPCL at Rs 1,438.40, up 0.42%. I could not read the source for the Rain stake, so its size is unconfirmed.<\/em><\/p>\n

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Quick Answer<\/strong><\/p>\n

The Dolly Khanna portfolio update on 21 Oct 2026 says the investor is back in Rain Industries and has trimmed her stake in Chennai Petroleum (CPCL), based on the September-quarter shareholding pattern. Her CPCL holding fell by 3.85 lakh shares to 15,13,689 shares, or 1.02% of the company, from 18,98,724 shares at 30 Jun 2026. I could not read the report on the Rain Industries stake, so I cannot confirm how many shares she holds, and her earlier 1.05% stake in Rain from March 2026 had dropped below the 1% disclosure level by June. Rain Industries fell 5.81% to Rs 211.07 on 21 Oct while CPCL rose 0.42% to Rs 1,438.40, so a holding change is a data point and not a reason to buy or sell by itself.<\/p>\n<\/p><\/div>\n

The Dolly Khanna portfolio is watched closely each quarter because her disclosed stakes in small and mid-sized companies often draw buying interest once the shareholding pattern is filed. The September-quarter filings brought two changes that matter: a reported return to Rain Industries, a producer of calcined petroleum coke, coal tar pitch and cement, and a smaller position in the state-linked refiner CPCL.<\/p>\n

This article on the Dolly Khanna portfolio sets out what is confirmed and what is not, how both stocks stand on price and valuation, what Rain Industries reported for the June quarter of 2026, and what to check before treating any disclosed stake as a signal. It is educational and not a recommendation to buy or sell any share.<\/p>\n

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