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SARAZA MANAGEMENT, LP

13-F Portfolio Value: $250.85 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 64.2%

Stock	Company	Change in Shares	% Change	Source
INTU	INTUIT	-16,725	Exited	13F
MLM	MARTIN MARIETTA MATLS INC	-10,845	Exited	13F
NOK	NOKIA CORP	-102,900	Exited	13F
WCN	WASTE CONNECTIONS INC	-97,700	Exited	13F