The Analysis of Saraza Management, LP's Holdings
Currently, Saraza Management, LP holds 15 types of securities in its portfolio with a total value $259.0M. In the most recent quarter, they have increased their positions in WCN (+99.8K shares, valued at $17.5M), JCI (+120.5K shares, valued at $14.4M), BN (+133.5K shares, valued at $6.1M); decreased their positions in ATI (-107.5K shares, valued at $12.3M), TSM (-37.8K shares, valued at $11.5M), COF (-36.0K shares, valued at $8.7M); initiated new positions in WCN (+99.8K shares, valued at $17.5M), JCI (+120.5K shares, valued at $14.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
V VISA INC66.8K shares11.33%2025-12-312026-02-13
AON PLC AON PLC64.7K shares3.52%2025-12-312026-02-13 MSFT MICROSOFT CORP44.8K shares-5.79%2025-12-312026-02-13 BN BROOKFIELD CORP458.5K shares41.08%2025-12-312026-02-13 AMZN AMAZON COM INC89.0K shares-15.24%2025-12-312026-02-13 WCN WASTE CONNECTIONS INC99.8K sharesnew addition2025-12-312026-02-13 DHR DANAHER CORPORATION75.3K shares-31.59%2025-12-312026-02-13 COF CAPITAL ONE FINL CORP69.0K shares-34.29%2025-12-312026-02-13 TSM TAIWAN SEMICONDUCTOR MFG LTD52.3K shares-41.94%2025-12-312026-02-13 APH AMPHENOL CORP NEW113.0K shares-27.10%2025-12-312026-02-13 LPLA LPL FINL HLDGS INC41.4K shares-17.20%2025-12-312026-02-13 NU NU HLDGS LTD866.5K shares-13.35%2025-12-312026-02-13 JCI JOHNSON CTLS INTL PLC120.5K sharesnew addition2025-12-312026-02-13 ATI ATI INC102.5K shares-51.19%2025-12-312026-02-13 INTU INTUIT17.3K shares-19.77%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available