DOSSIER · 13F-HR · Q1 2026
CAZ INVESTMENTS LP
$86M in tracked AUM across 45 positions as of Q1 2026.
CI
CIK 0001159363 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
CAZ Investments LP reported a significant transformation in its portfolio for the period ending September 30, 2025. The total portfolio value surged by 84.5%, growing from $17.65M to $32.57M. This substantial increase in assets under management (AUM) was accompanied by a consolidation strategy, as the number of holdings decreased from a presumably higher count (given the 10 exits) to 21 total positions.
The portfolio is characterized by an extremely high ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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