Portfolio (Quarterly) Guide ↗

Acasta Partners UK LLP

· CIK 0002090007

13F Portfolio $263M AUM 21 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 6 Added 4 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Cable One Inc	—	21,255,000	$20.9M	7.45%	SOLD
2	TSLA	Tesla Inc	Consumer Cyclical	1,840	$827K	0.29%	SOLD

Sector Allocation

Basic Materials 66.5%

Energy 33.5%