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SARAZA MANAGEMENT, LP

13-F Portfolio Value: $280.70 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 77.74%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
LPLA	LPL FINL HLDGS INC	5.93%	50,000	$16,634,500	50,000	New	$332.69	13F
UNP	UNION PAC CORP	5.39%	64,000	$15,127,680	64,000	New	$236.37	13F