Comparable stake leader
CAZ GP Stakes Adviser LLC
SEC ownership of CAZ GP Stakes Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002079872.
Disclosed value leader
Christopher Zook
Comparable rows
0/3
Latest evidence
12 Mar 2026
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CAZ GP Stakes Adviser LLC
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
12 Mar 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002079872
- Issuer location
- Houston, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of CAZ GP Stakes Fund (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CAZ GP Stakes Adviser LLC
Disclosed value leader
Christopher Zook
Comparable rows
0/3
Latest evidence
12 Mar 2026
3/4/5
Highest disclosed value: $1,370,596
3 rows are not safely comparable across share classes.
Quick read
Christopher Zook has the largest disclosed position value at $1.37M.
0 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Christopher Zook's linked filing trail.
Disclosed position value
Top 2
Christopher Zook
$1.37M
Matthew Lindholm
$913.7K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CAZ GP Stakes Adviser LLC |
3/4/5
Investment Adviser, 10%+ Owner
|
—
class O/S missing
|
—
5,000 shares
|
— | 23 Jan 2026 |
| Christopher Zook |
3/4/5
Trustee
|
—
class O/S missing
|
$1,370,596
73,021 shares
|
+$1,433,572 | 12 Mar 2026 |
| Matthew Lindholm |
3/4/5
Trustee
|
—
class O/S missing
|
$913,731
48,680 shares
|
+$955,714 | 12 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$2,389,286.
Buys
$2,389,286
Insiders: 2
Sells
$0
Insiders: 0
Net
+$2,389,286
Shares: +121,701
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 121,701
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 121,701 | 0 | $2,389,286 | $0 | +$2,389,286 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to CAZ GP Stakes Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
Christopher Zook
Net 12M change
+$2,389,286
Latest report
12 Mar 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Christopher Zook | Trustee | $1,370,596 | +$1,433,572 | +105% | Filing P/S | 12 Mar 2026 |
| Matthew Lindholm | Trustee | $913,731 | +$955,714 | +105% | Filing P/S | 12 Mar 2026 |
| Randi Jean Roessler | Chief Compliance Officer | Mixed | 23 Jan 2026 | |||
| Frank Easterly | Trustee | Mixed | 23 Jan 2026 | |||
| Richard H. Wilson Jr. | Trustee | Mixed | 23 Jan 2026 | |||
| Kent Barnes | Secretary | Mixed | 23 Jan 2026 | |||
| Thomas M. Aycock | Trustee | Mixed | 23 Jan 2026 | |||
| Robert Hungate III | Trustee | Mixed | 23 Jan 2026 | |||
| CAZ GP Stakes Adviser LLC | Investment Adviser, 10%+ Owner | Mixed | 23 Jan 2026 | |||
| Austin A. Adams | Trustee | Mixed | 23 Jan 2026 | |||
| John-Paul Vincent Nigro | Assistant Treasurer | Mixed | 23 Jan 2026 | |||
| Marcie McVeigh | CFO, PAO, and Treasurer | Mixed | 23 Jan 2026 |
Recent insider transactions for CAZ GP Stakes Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Matthew Lindholm | Common Shares of Beneficial Ownership | Purchase | 42.6% | $273,061 | $18.77 | 14,548 | 48,680 | 12 Mar 2026 | CAZ Founders Class GPS Aggregator, LP | |
| Christopher Zook | Common Shares of Beneficial Ownership | Purchase | 42.6% | $409,592 | $18.77 | 21,822 | 73,021 | 12 Mar 2026 | CAZ Founders Class GPS Aggregator, LP | |
| Christopher Zook | Common Shares of Beneficial Ownership | Purchase | $1,023,980 | $20.00 | 51,199 | 51,199 | 27 Feb 2026 | CAZ Founders Class GPS Aggregator, LP | ||
| Matthew Lindholm | Common Shares of Beneficial Ownership | Purchase | $682,653 | $20.00 | 34,133 | 34,133 | 27 Feb 2026 | CAZ Founders Class GPS Aggregator, LP |
* marks a reported price that did not pass the local price check.