Ace Investor Porinju V Veliyath trimmed his stake in Kerala Ayurveda to 4.5% in Q1 FY26 from 5.2% in the previous quarter. At the same time, he increased holdings in Orient Bell by 0.9%, Aurum Proptech by 0.6%, Apollo Sindoori by 0.4%, Sundaram Brake Lining by 0.2% and M M Rubber by 0.2%, showing confidence in selective companies.