Entity type
Company
Filer Snapshot
CAZ INVESTMENTS LP
CIK 0001159363. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
50
Latest filing
24 Aug 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$210.36M
49 holdings for Q2 2026
Open portfolioLargest parsed holding
OTF
$46.71M reported value
Open holding13D/G large stake
PX
22 Apr 2024 · 100% ownership
Open 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View source filing
13F-HR/A filed on 24 Aug 2026 for CIK 0001159363.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$210.36MQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$210.36MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsLargest 13F holdings
13FOTF RPC TPG OWL OBDC+15 more
ARES GRAB GBDC MSDL BCSF FANG CGBD CG OPEN OKLO XOP GLOO SMR WBI USCILargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
OTF RPC TPG OWL OBDC ARES GRAB GBDC+12 more
MSDL BCSF FANG CGBD CG OPEN OKLO XOP GLOO SMR WBI USCILargest active 13G stakes
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
PXHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- One Riverway, Suite 2000, Houston, TX, 77056
- Incorporated in
- TX
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Filer intelligence
What SEC filings say about CAZ INVESTMENTS LP
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $210.36M across 49 reported holdings for Q2 2026.
- Largest parsed 13F holding: OTF at $46.71M.
- 1 recent 13D/G stake row found; top row is PX at 100% ownership.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
66%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$139.04M
Compared with $210.36M total 13F value.
Top 5 net change
+$94.24M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: RPC · Largest trim: WBI
OTF
RPC
TPG
OWL
OBDC
Other holdings
13D/G large-stake context
PX
22 Apr 2024 · Class A Shares
Latest update
What changed recently for CAZ INVESTMENTS LP
Latest 13F period: Q2 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
13 Aug 2026
Page type
Filer profile
Latest period
Q2 2026
Institutional portfolio context was refreshed from a 13F filing filed on 13 Aug 2026.
Benchmark Context
Benchmark context for this company
CAZ INVESTMENTS LP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q2 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001159363 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
50
First seen
27 Jan 2015
Latest filing
24 Aug 2026
Entity
Company
Observed form types
13F-HR
13F-HR/A
SCHEDULE 13G
SCHEDULE 13G/A
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 50 SEC filings for CAZ INVESTMENTS LP.
13F-HR/A
13F-HR/A filing
- Filing date
- 24 Aug 2026
- Reporting date
- 30 Jun 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Aug 2026
- Reporting date
- 30 Jun 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 31 Mar 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 10 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 08 Nov 2024
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing