Lincoln P Coelho Portfolio: 18 Stocks, Rs 89.68 Cr
Lincoln P Coelho’s Portfolio: 18 Stocks Across Industrial and Chemical Sectors
Lincoln P Coelho’s disclosed stock portfolio is worth Rs 89.68 crore, spread across 18 stocks. The portfolio jumped 47.02% in the latest quarter, one of the stronger gains among investors tracked through India’s shareholding disclosure data.
This portfolio sits at a middle ground in terms of concentration. It’s not a two or three stock bet, but it’s also far from the sprawling, hundred-plus stock portfolios some investors run. Before getting into the specifics, here’s a quick refresher on how this data gets published.
How This Kind of Portfolio Data Is Tracked
SEBI requires that anyone owning more than 1% of a listed company’s shares be named in that company’s quarterly shareholding disclosure. Trendlyne and similar platforms compile these individual disclosures into investor level portfolio views.
A few things this data does and doesn’t show:
- It only captures stakes above the 1% threshold, so smaller positions in other companies won’t appear here.
- It’s a quarterly snapshot, meaning there’s always a lag between the actual filing date and what’s publicly visible.
- Entry price, purchase date, and total net worth aren’t part of these disclosures, only the current value of each disclosed stake.
With 18 stocks and a strong quarterly gain, this portfolio is worth a closer look at both its sector tilt and the newer additions.
What Does the Portfolio Look Like?
The direct answer: it’s led by general industrials, with meaningful weight also in chemicals and pharmaceuticals.
Sector Split
| Sector | Weight |
|---|---|
| General Industrials | 49.35% |
| Chemicals & Petrochemicals | 22.96% |
| Pharmaceuticals & Biotechnology | 19.3% |
These three sectors together make up more than 90% of the disclosed portfolio. That leaves a smaller remaining slice spread across the other 15 or so stocks not detailed individually here.
Top Holdings
- Shivalik Bimetal Controls – Rs 43.9 crore, the largest position by a clear margin. This company makes bimetal and electrical contact materials used in switchgear and electrical components.
- Jagsonpal Pharmaceuticals – Rs 15.4 crore, a pharmaceutical company, tying into the portfolio’s pharma and biotech sector weight.
- Sunshield Chemicals – Rs 11.54 crore, a specialty chemicals maker.
Shivalik Bimetal Controls alone accounts for close to half the entire portfolio’s disclosed value, even though the portfolio spans 18 names overall. That’s a meaningful concentration at the top, even within a portfolio that looks diversified by stock count.
What Changed Recently?
Recent Buys
- Ascensive Educare – stake increased by 1.47%
- Timescan Logistics Solutions – stake increased by 1.14%
- Cargotrans Maritime – stake increased by 1.01%
No sells were disclosed this quarter. All three recent moves were new or expanded positions, spanning education services, logistics, and maritime transport, sectors that don’t appear among the current top three sector weights.
This pattern of fresh buying across newer, smaller sectors alongside a stable core in industrials, chemicals, and pharma suggests an investor actively looking for new opportunities while keeping the established larger positions intact.
What This Mix of Holdings Suggests
An 18-stock portfolio with one dominant holding and steady recent buying across new sectors points to an investor who diversifies gradually rather than concentrating everything in a handful of names, but who also isn’t afraid to let winners grow into large positions.
A few patterns stand out:
- A strong core, a growing tail. Shivalik Bimetal Controls anchors the portfolio, while newer, smaller positions in logistics, education, and maritime sectors suggest ongoing search for fresh ideas.
- Industrial and chemical tilt. General industrials and chemicals together make up over 72% of the portfolio, pointing to comfort with cyclical, manufacturing-linked businesses.
- Pharma exposure adds some defensiveness. Pharmaceuticals tend to be less tied to economic cycles than industrials or chemicals, which can help balance out the more cyclical parts of the portfolio.
The recent buys in logistics and maritime transport are also worth noting given India’s ongoing focus on infrastructure, ports, and supply chain capacity. Education services, the third recent buy, represents a different kind of bet entirely, tied more to consumer spending on skilling and learning than industrial cycles.
It’s useful to compare this style to the two extremes seen elsewhere in this kind of disclosure data. On one end, some investors run 2 to 6 stock portfolios where a single position defines almost the entire outcome. On the other end, some investors spread capital across well over a hundred small stakes, treating each one as a minor piece of a much larger mosaic.
An 18-stock portfolio like this one sits somewhere in between. It has enough spread to avoid betting everything on one idea, yet it’s still small enough that each new addition, like the three recent buys here, can meaningfully shift the portfolio’s future direction. This middle ground style often reflects an investor who does enough individual research to feel comfortable holding a moderate number of specific names, rather than either concentrating heavily or outsourcing diversification to sheer numbers.
Caveats to Keep in Mind
Even with 18 stocks, this portfolio isn’t as diversified as the number suggests, since roughly half the value sits in a single holding.
- Concentration at the top matters. Shivalik Bimetal Controls’ performance will heavily influence the overall portfolio’s returns, regardless of how the other 17 stocks perform.
- Recent buys are small in disclosed size. A 1% to 1.5% stake increase is meaningful for disclosure purposes but doesn’t tell you the total capital committed to these new positions.
- Timing and entry price are unknown. The 47.02% quarterly gain reflects price movement on existing holdings, not necessarily a measure of the investor’s actual return since purchase.
- This is research material, not a signal. Following these specific buys without your own analysis skips the due diligence that matters most.
Summary
Lincoln P Coelho holds a Rs 89.68 crore portfolio across 18 stocks, up 47.02% this quarter. General Industrials (49.35%), Chemicals & Petrochemicals (22.96%), and Pharmaceuticals & Biotechnology (19.3%) dominate the sector mix, with Shivalik Bimetal Controls as the clear top holding. Recent activity shows fresh buying in Ascensive Educare, Timescan Logistics Solutions, and Cargotrans Maritime, spanning education, logistics, and maritime sectors outside the core holdings.
FAQs
How diversified is Lincoln P Coelho’s portfolio?
It spans 18 disclosed stocks, which is more diversified than a concentrated 2 to 6 stock portfolio, but roughly half the value still sits in one holding, Shivalik Bimetal Controls.
What does Shivalik Bimetal Controls make?
It manufactures bimetal strips and electrical contact materials used in switchgear, relays, and other electrical components, an industrial and engineering business.
Which sectors saw recent buying activity?
Recent buys were in Ascensive Educare (education services), Timescan Logistics Solutions (logistics), and Cargotrans Maritime (maritime transport), all outside the portfolio’s current top three sectors.
Were there any sells disclosed this quarter?
No sell transactions were disclosed for this portfolio in the latest quarter, only new or increased positions in three stocks.
Does a strong quarterly gain mean the investor is currently profitable?
Not necessarily. The 47.02% rise reflects the portfolio’s market value change this quarter, not the investor’s actual return since the shares were originally purchased, which remains unknown.
Key Takeaways
- Portfolio value is Rs 89.68 crore across 18 stocks, up 47.02% this quarter.
- General Industrials, Chemicals & Petrochemicals, and Pharmaceuticals & Biotechnology together make up over 90% of the portfolio.
- Shivalik Bimetal Controls (Rs 43.9 Cr) is the dominant holding, followed by Jagsonpal Pharmaceuticals and Sunshield Chemicals.
- Recent buys include Ascensive Educare, Timescan Logistics Solutions, and Cargotrans Maritime, spanning new sectors.
- No sells were disclosed this quarter, suggesting active buying without corresponding exits.
- Despite 18 stocks, roughly half the portfolio’s value sits in a single holding.
- The data reflects a quarterly SEBI disclosure snapshot and should guide research, not direct trading decisions.
