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Hedge Funds Similar to Saraza ,

13F Portfolio OverlapQ1 2026Saraza , portfolio →
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Most similar hedge funds by 13F overlap

Saraza Management, LP is an institutional investor managing $239M across 20 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Saraza , are UNTITLED INVESTMENTS, LONE PINE, Coronation Fund Managers Ltd., with shared positions in $NU, $JCI, $CPNG, $LPLA, $BN, $COF. The full ranking of 25 similar funds is below.

#1UNTITLED INVESTMENTS LPActive
Notable overlap · 3 shared positions
$NU$JCI$CPNG
$269M
16 positions
#2LONE PINE CAPITAL LLCActive
Notable overlap · 5 shared positions
$LPLA$NU$BN$COF$APH
$12.5B
36 positions
#3Coronation Fund Managers Ltd.Active
Notable overlap · 3 shared positions
$NU$CPNG$LPLA
$2.2B
53 positions
#4Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$NU$CPNG$ADI
$2.6B
23 positions
#5DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$APH$AON$ADI
$611M
37 positions
#6Cander Asset Management LPPassive
Notable overlap · 3 shared positions
$COF$LPLA$INTU
$557M
43 positions
#7Midway Capital Research & ManagementPassive
Notable overlap · 3 shared positions
$APH$BN$ADI
$106M
117 positions
#8ThornTree Capital Partners LPActive
Notable overlap · 3 shared positions
$NU$ADI$INTU
$564M
16 positions
#9FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 4 shared positions
$APH$ADI$BN$MLM
$4.5B
92 positions
#10CENTRAL SECURITIES CORPActive
Notable overlap · 3 shared positions
$COF$ADI$AON
$1.2B
30 positions
#11M.D. Sass, LLCActive
Notable overlap · 4 shared positions
$COF$AON$MLM$APH
$1.3B
36 positions
#12Varenne Capital PartnersActive
Notable overlap · 3 shared positions
$APH$ADI$JCI
$413M
30 positions
#13D1 Capital Partners L.P.Active
Notable overlap · 6 shared positions
$NU$CPNG$COF$MLM$JCI$ADI
$11.2B
44 positions
#14Dundas Partners LLPActive
Notable overlap · 3 shared positions
$APH$ADI$INTU
$1.3B
49 positions
#15Partners Group Holding AGActive
Notable overlap · 3 shared positions
$BN$NU$ARES
$1.4B
50 positions
#16RDST Capital LLCActive
Notable overlap · 3 shared positions
$CPNG$ARES$MLM
$1.0B
20 positions
#17Tandem Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$APH$INTU$WCN
$2.0B
83 positions
#18Talos Eurisko Asset Management LPActive
Notable overlap · 3 shared positions
$APH$ADI$NOK
$585M
23 positions
#19Ironvine Capital Partners, LLCActive
Notable overlap · 3 shared positions
$ADI$AON$APH
$910M
56 positions
#20WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$AON$ADI$MLM
$1.4B
49 positions
#21MARKEL GROUP INC.Active
Notable overlap · 3 shared positions
$BN$ADI$LPLA
$11.9B
129 positions
#22First Pacific Advisors, LPActive
Notable overlap · 3 shared positions
$ADI$AON$LPLA
$7.1B
86 positions
#23COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 3 shared positions
$AON$INTU$ADI
$4.6B
52 positions
#24MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 3 shared positions
$ADI$APH$INTU
$1000M
35 positions
#25BRANT POINT INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$APH$LPLA$WCN$ADI
$776M
130 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.