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Portfolio (Quarterly) Guide ↗

CAZ INVESTMENTS LP

· CIK 0001159363
13F Portfolio $58M AUM 33 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 7 Added 7 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BRC BRADY CORPORATION - CL A Industrials 1,000.0 $78K 0.14% NEW $78.37 -9.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Energy 28.6%
Real Estate 20.5%
Financial Services 5.9%
Utilities 5.8%
Industrials 0.7%
Communication Services 0.4%
Healthcare 0.2%