ACAS, LLC

**ACAS, LLC** manages $149M across a diversified portfolio of 93 positions. The fund exhibits significant concentration in select names, notably allocating $12.1M to CGGR and $11.7M to CGDV. Key holdings also include substantial positions in BOXX ($9.0M), AAPL ($8.8M), and BRK/B ($8.8M). This structure suggests a tactical, high-conviction approach targeting established market leaders.

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