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Hedge Funds Similar to Saraza

13F Portfolio OverlapQ2 2026Saraza portfolio →
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Most similar hedge funds by 13F overlap

Saraza Management, LP is an institutional investor managing $251M across 19 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Saraza are Palestra, UNTITLED INVESTMENTS, Avantyr Partners, with shared positions in $NU, $ADI, $STX, $CPNG, $UNP, $JCI. The full ranking of 25 similar funds is below.

#1Palestra Capital Management LLCActive
Substantial overlap · 5 shared positions
$NU$ADI$STX$CPNG$UNP
$2.9B
21 positions
#2UNTITLED INVESTMENTS LPActive
Substantial overlap · 4 shared positions
$JCI$NU$CPNG$STX
$257M
18 positions
#3Avantyr Capital Partners, LPActive
Notable overlap · 4 shared positions
$COF$JCI$UNP$CPNG
$2.7B
24 positions
#4DUDLEY & SHANLEY, INC.Active
Notable overlap · 3 shared positions
$APH$AON$ADI
$662M
37 positions
#5Midway Capital Research & ManagementActive
Notable overlap · 3 shared positions
$APH$BN$ADI
$126M
114 positions
#6Partners Group Holding AGActive
Notable overlap · 4 shared positions
$ARES$BN$NU$UNP
$1.5B
52 positions
#7BRUNI J V & CO /COActive
Notable overlap · 3 shared positions
$BN$COF$ARES
$1.1B
33 positions
#8Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$ADI$AON$UNP$APH
$1.1B
57 positions
#9Coronation Fund Managers Ltd.Active
Notable overlap · 3 shared positions
$NU$CPNG$LPLA
$2.6B
48 positions
#10Ribbit Management Company, LLCSmart money
Notable overlap · 3 shared positions
$COF$NU$CPNG
$2.1B
15 positions
#11RDST Capital LLCActive
Notable overlap · 3 shared positions
$CPNG$ARES$UNP
$1.2B
18 positions
#12FENIMORE ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$APH$ADI$BN
$4.8B
92 positions
#13Katamaran Capital LLPPassive
Notable overlap · 4 shared positions
$ADI$STX$SITM$APH
$126M
36 positions
#14Close Asset Management LtdActive
Notable overlap · 3 shared positions
$APH$COF$ADI
$3.8B
269 positions
#15Varenne Capital PartnersActive
Notable overlap · 3 shared positions
$APH$ADI$JCI
$603M
30 positions
#16Scissortail Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JCI$ADI$UNP
$520M
106 positions
#17SCHARF INVESTMENTS, LLCActive
Notable overlap · 3 shared positions
$BN$UNP$AON
$3.0B
79 positions
#18M.D. Sass, LLCActive
Notable overlap · 3 shared positions
$COF$ADI$APH
$1.5B
39 positions
#19LONE PINE CAPITAL LLCActive
Notable overlap · 4 shared positions
$STX$NU$LPLA$BN
$16.4B
34 positions
#20Adalta Capital Management LLCPassive
Notable overlap · 4 shared positions
$BN$UNP$NU$CPNG
$228M
103 positions
#21Hiddenite Capital Partners LPActive
Notable overlap · 3 shared positions
$NU$LPLA$STX
$1.2B
38 positions
#22First Pacific Advisors, LPActive
Notable overlap · 3 shared positions
$ADI$AON$LPLA
$8.1B
75 positions
#23683 Capital Management, LLCActive
Notable overlap · 3 shared positions
$COF$CPNG$NU
$2.0B
153 positions
#24BCV Asset Management Inc.Active
Notable overlap · 3 shared positions
$BN$UNP$ARES
$3.3B
116 positions
#25NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AON$UNP$NU
$82M
37 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.