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Jim Gallagher

Saraza Management, Lp

Assets Managed
$238.614M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-7.86%(2Q avg: -7.8%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Saraza Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of Saraza Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 238.614M in assets, with a quarterly growth rate of -7.86% and a 2-quarter average growth rate of -7.8%. The portfolio is managed by Jim Gallagher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
V
Visa Inc-class A Shares
Recent Activity
Increased 0.08%
8.47%
$20.205M
66,850 shares@ $302.24 avg price
AON
Aon Plc-class A
Recent Activity
Decreased -11.39%
7.76%
$18.503M
57,325 shares@ $322.79 avg price
BN
Brookfield Corp
Recent Activity
Decreased -1.52%
7.66%
$18.272M
451,500 shares@ $40.47 avg price
WCN
Waste Connections Inc
Recent Activity
Decreased -2.05%
6.66%
$15.87M
97,700 shares@ $162.44 avg price
COF
Capital One Financial Corp
Recent Activity
Increased 25.08%
6.6%
$15.744M
86,300 shares@ $182.43 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -17.97%
6.38%
$15.204M
73,000 shares@ $208.27 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -14.11%
6.36%
$15.166M
44,875 shares@ $337.95 avg price
NU
Nu Holdings Ltd Cayman Isl-a
Recent Activity
Increased 8.49%
5.67%
$13.508M
940,000 shares@ $14.37 avg price
APH
Amphenol Corp-cl A
Recent Activity
Decreased -6.94%
5.57%
$13.286M
105,150 shares@ $126.36 avg price
JCI
Johnson Controls Internation
Recent Activity
Decreased -17.51%
5.46%
$13.016M
99,400 shares@ $130.95 avg price

1-10 of 20