DOSSIER · 13F-HR · Q2 2026
CAZ INVESTMENTS LP
$1.0B in tracked AUM across 169 positions as of Q2 2026.
CI
CIK 0001159363 · last filed Jun 30, 2026
AI Analysis · Q2 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 ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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