After Adani Stocks, GOG Partners’ Next Big Bet On This Hotel Stock; Do You Own It?

In just 1 day, GOG Partners portfolio gains Rs 28,17,61,981 from this hotel stock.

After making substantial investments in Adani Group companies, GQG Partners, a prominent US-based global equity investment firm, has reportedly turned its attention to a hotel stock. Their previous investments within the Adani Group illustrate a pattern of significant stake acquisition, including 1.46 per cent in Adani Ports and Special Economic Zone Limited, 2.17 per cent in Adani Energy Solutions Ltd, 1.65 per cent in Adani Green Energy Ltd, 1.61 per cent in Adani Enterprises Ltd, 1.77 per cent in Adani Power Ltd, and 1.48 per cent in Ambuja Cements Ltd. This move into the hospitality sector signals a diversification strategy, suggesting GQG's confidence in the hotel industry's growth potential.

The specific percentages of GQG Partners' Adani holdings—ranging from 1.46 per cent to 2.17 per cent—demonstrate their investment philosophy of securing meaningful ownership positions. This consistent approach to acquiring notable stakes across various Adani companies indicates a likely similar strategy for their new hotel investment. The market is now keenly observing which hotel stock has attracted GQG's attention, and whether this new investment will yield returns comparable to their Adani ventures!

The buzzing hotel stock is ITC Hotels Ltd

ITC Hotels Ltd. is a prominent Indian hospitality company, that has recently been demerged from its parent company ITC Limited in early 2025. It operates a diverse portfolio of luxury hotels and resorts across India and beyond, under brands like ITC Hotels, Welcomhotel, and Fortune Hotels. Known for its "Responsible Luxury" ethos, the company emphasizes sustainable practices and environmental stewardship, with many of its properties achieving LEED Platinum certifications. ITC Hotels is recognized for its high standards of service, distinctive culinary experiences, and commitment to showcasing India's rich cultural heritage.

The company has a market cap of Rs 39,500 crore and GOG Partners hold 2,33,82,737 shares or 1.12 per cent stake in the company. In just 1 day, GOG Partners portfolio gains Rs 28,17,61,981 from this hotel stock. Major stakeholders in the company include the promoters with a 39.88 per cent stake, FIIs with 24.34 per cent, and DIIs with 26.71 per cent. Within the DII holdings, the Life Insurance Corporation of India accounts for 9.22 per cent. The government holds a negligible 0.02 per cent, and the public owns the remaining 9.05 per cent.

On Wednesday, shares of ITC Hotel Ltd jumped 6.78 per cent and made a new 52-week high of Rs 189.80 per share. The shares of the company saw a spurt in volume by more than 2 times on BSE. The stock is up by 20 per cent from its 52-week low of Rs 158 per share.

Do you own this Hotel Stock in your portfolio? Do let us know in the comments below

Disclaimer: The article is for informational purposes only and not investment advice.