Portfolio (Quarterly) Guide ↗

Saraza Management, LP

· CIK 0001894188

13F Portfolio $239M AUM 20 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 2 Added 10 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DHR	DANAHER CORPORATION	Healthcare	75,250	$17.2M	6.65%	SOLD
2	ATI	ATI INC	Industrials	102,500	$11.8M	4.54%	SOLD

Sector Allocation

Financial Services 43.2%

Technology 30.7%

Industrials 12.1%

Consumer Cyclical 11.3%

Basic Materials 2.7%