MarketsSuper InvestorsAcacia Partners, Lp
AL

Acacia Partners, Lp

FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹759 Cr
Today
+₹1.6 Cr +0.22%
Companies
13
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-22.3%-4.4%JunSeptDecMarJun
This portfolio -22.3% NIFTY 50 -4.4%behind NIFTY by 17.9 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Financial Services34.6%
Chemicals33.5%
Fast Moving Consumer Goods21.0%
Services5.6%
Media, Entertainment & Publication3.9%
Realty1.4%
Portfolio X-ray
Top-5 weight
91%
Wtd P/E
36.2
Wtd ROE
14.3%
Holdings
13
By market cap
Large 0% Mid 83% Small 17%
Holdings · 13
CompanyStakeValueTodayQ/QP/EROE
TATA CHEMICALS
TATACHEM · Chemicals
1.36%₹254.2 Cr-1.45%-8%
Maharashtra Scooters Ltd
MAHSCOOTER · Financial Services
1.54%₹220.4 Cr+1.54%46.11%
BOMBAY BURMAH TRADING COR
BBTC · Fast Moving Consumer Goods
1.50%₹159.2 Cr+0.31%4.339%
Nalwa Sons Investments Ltd
NSIL · Financial Services
1.47%₹42.5 Cr+1.48%51.00%
Allcargo Logistics Ltd
ALLCARGO · Services
1.10%₹15.2 Cr+3.15%-5%
Allcargo Terminals Ltd
ATL · Services
1.93%₹13.8 Cr+2.50%16.214%
Transindia Real Estate Ltd
TREL · Services
2.14%₹13.6 Cr+1.18%17.23%
Prozone Realty Ltd
PROZONER · Realty
1.47%₹10.7 Cr+0.38%40.84%
Entertainment Network (India) Ltd
ENIL · Media, Entertainment & Publication
2.01%₹10.6 Cr+0.07%-1%
Zee Media Corporation Ltd
ZEEMEDIA · Media, Entertainment & Publication
1.96%₹10.5 Cr-0.58%282.41%
GTPL Hathway Ltd
GTPL · Media, Entertainment & Publication
1.03%₹7.6 Cr-0.11%59.21%
Diligent Media Corporation Ltd
DNAMEDIA · Media, Entertainment & Publication
1.71%₹0.6 Cr-0.34%
Next Mediaworks Ltd
NEXTMEDIA · Media, Entertainment & Publication
1.36%₹0.4 Cr-1.00%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25Mar '25
TATA CHEMICALS1.361.361.571.571.57
Maharashtra Scooters Ltd1.541.541.541.54·
BOMBAY BURMAH TRADING COR1.501.501.501.50·
Nalwa Sons Investments Ltd1.471.471.47··
Allcargo Logistics Ltd1.101.101.681.68·
Allcargo Terminals Ltd1.931.931.931.93·
Transindia Real Estate Ltd2.142.142.142.14·
Prozone Realty Ltd1.471.471.471.47·
Entertainment Network (India) Ltd2.012.012.012.01·
Zee Media Corporation Ltd1.961.961.961.96·
GTPL Hathway Ltd1.031.031.031.03·
Diligent Media Corporation Ltd1.711.711.711.71·
Next Mediaworks Ltd1.361.361.361.36·

Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.