# Dolly Khanna Portfolio Shifts: Rain Industries Gains, CPCL Stake Trimmed

> Dolly Khanna adds Rain Industries stake while trimming CPCL holdings in September 2026 quarter.
- Title: Dolly Khanna Portfolio Shifts: Rain Industries Gains, CPCL…
- Summary: Dolly Khanna adds Rain Industries stake while trimming CPCL holdings in September 2026 quarter. Dolly Khanna increased her stake in Rain Industries to 1.72%…
- Keywords: dolly khanna, rain industries, cpcl, stock market, portfolio, savera industries, prakash industries, fy27, money, business, Dolly, Khanna
- Source: mint — https://livemint.com/market/stock-market-news/ace-investor-dolly-khanna-portfolio-rain-industries-makes-a-comeback-cpcl-stake-trimmed-big-changes-and-top-holdings-11792572157878.html
- Author: Pranati Deva
- Published: 2026-10-21T09:14:52+00:00
- Read time: 1 min
- Topics: dolly khanna, rain industries, cpcl, stock market, portfolio, savera industries, prakash industries, fy27, money, business
## Dolly Khanna Portfolio Update
Dolly Khanna added a 1.72% stake in Rain Industries during the September 2026 quarter, making it her second-largest disclosed holding.
## CPCL Stake Reduced
She trimmed her stake in Chennai Petroleum Corporation, which remained her largest position, increased her Savera Industries holding.
## Portfolio Value Growth
Khanna's publicly disclosed portfolio was estimated at ₹ 397.61 crore at the end of the second quarter of FY27, up 23.15% from the previous quarter.
## Rain Industries Details
Rain Industries operates in industrial carbon products and chemicals, with Khanna's entry placing it among her most significant portfolio positions.
## CPCL Performance
CPCL shares had gained more than 82% over the preceding 12 months, rising 38% in 6 months and 13% in 3 months.
## Savera Industries Increase
Khanna raised her stake in Savera Industries by 0.38 percentage points to 2.08%, valued at approximately ₹ 4 crore.
## Prakash Industries Trim
She reduced her stake in Prakash Industries by 0.34 percentage points, leaving a 2.12% holding valued at approximately ₹ 39.46 crore.
## Portfolio Composition Shift
Rain Industries' addition significantly changed Khanna's disclosed holdings, while CPCL remained her largest position even after stake reduction.
## Key takeaway

Dolly Khanna increased her stake in Rain Industries to 1.72% during September 2026 quarter, making it her second-largest holding, while reducing her stake in CPCL from 1.30% to 1.02%.