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CAZ INVESTMENTS LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001159363

$452.9M

disclosed book value

54

positions

17.6%

largest position share

Positions, as of 2026-06-30

top 59 of 54 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1OWL 21AUG26 11 PPUT9.1M$79.5M17.6%
2OWL 18SEP26 12 PPUT9.0M$78.7M17.4%
3OTFBLUE OWL TECHNOLOGY FINANCE4.5M$46.7M10.3%
4OWL 21AUG26 12 PPUT5.0M$43.8M9.7%
5RPCRIDGEPOST CAPITAL INC-A3.9M$30.3M6.7%
6TPGTPG Inc.650,000$26.4M5.8%
7KKR 17JUL26 100 PPUT200,000$18.4M4.1%
8OWLBLUE OWL CAPITAL INC2.0M$17.9M3.9%
9OBDCBLUE OWL CAPITAL CORP1.6M$17.8M3.9%
10CG 21AUG26 40 PPUT312,500$13.2M2.9%
11ARESAres Management Corporation100,000$11.1M2.5%
12GRAB HOLDINGS LTD - CL A1.8M$6.9M1.5%
13GBDCGOLUB CAPITAL BDC INC516,739$6.7M1.5%
14MSDLMORGAN STANLEY DIRECT LENDIN399,455$6.0M1.3%
15BCSFBAIN CAPITAL SPECIALTY FINAN448,201$5.6M1.2%
16FANGDIAMONDBACK ENERGY INC31,185$5.5M1.2%
17CGBDCARLYLE SECURED LENDING INC504,665$5.3M1.2%
18CGThe Carlyle Group Inc.106,000$4.5M1%
19OPENOPENDOOR TECHNOLOGIES INC872,465$4.0M0.9%
20ARES 17JUL26 120 PPUT30,000$3.3M0.7%
21OKLOOKLO INC50,800$2.7M0.6%
22OWL 18SEP26 11 PPUT280,000$2.5M0.5%
23XOPSPDR S&P OIL & GAS EXP & PR15,000$2.3M0.5%
24GLOOGLOO HOLDINGS INC500,935$2.3M0.5%
25SMRNUSCALE POWER CORP213,000$2.1M0.5%
26WBIWATERBRIDGE INFRASTRUC-CL A50,000$1.7M0.4%
27SPX P 07/17/2026 6340PUT4,800$1.2M0.3%
28SPX P 09/18/2026 6710PUT4,800$1.2M0.3%
29USCIUNITED STATES COMMODITY INDE12,480$1.2M0.3%
30EROKEAGLEROCK LAND LLC -CL A50,000$1.1M0.2%
31SPX P 08/21/2026 6690PUT3,900$956,1630.2%
32XEX-ENERGY INC30,000$550,8000.1%
33HRZNHORIZON TECHNOLOGY FINANCE C108,630$513,8200.1%
34ARCCARES CAPITAL CORP10,000$185,3000%
35TSLXSIXTH STREET SPECIALTY LENDI10,000$171,7000%
36IEPICAHN ENTERPRISES LP14,473$104,3500%
37BRCBRADY CORPORATION - CL A1,000$91,5700%
38HGTYHAGERTY INC-A7,500$89,4000%
39SNOWSNOWFLAKE INC300$76,3500%
40XYZBLOCK INC1,000$76,0000%
41DBXDROPBOX INC-CLASS A2,000$54,9400%
42DSGNDESIGN THERAPEUTICS INC3,500$50,6450%
43COOKTRAEGER INC600$47,2980%
44SPOTIFY TECHNOLOGY SA100$45,9130%
45BLMNBLOOMIN' BRANDS INC5,000$45,7000%
46NXDRNEXTDOOR HOLDINGS INC20,000$45,4000%
47GREENLIGHT CAPITAL RE LTD-A2,500$40,4500%
48YSSYORK SPACE SYSTEMS INC1,500$36,9300%
49PLTRPALANTIR TECHNOLOGIES INC-A300$35,0010%
50ZMZOOM COMMUNICATIONS INC300$25,8930%
51DOCUDOCUSIGN INC500$22,2100%
52HIPOHIPPO HOLDINGS INC700$19,7820%
53GROVGROVE COLLABORATIVE HOLDINGS13,350$16,6880%
54SPRYARS PHARMACEUTICALS INC2,000$16,0200%
55RDWREDWIRE CORP1,000$12,2300%
56GAMEGAMESQUARE HLDGS INC19,634$7,7550%
57HYPRHYPERFINE INC5,000$6,7500%
58CYDYCYTODYN INC4,000$9550%
59ZEOZEO ENERGY CORP1,369$9040%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.