CAZ INVESTMENTS LP

PrivateCIK: 1159363
Location

HOUSTON, TX

47
Positions
$95.93M
Total AUM (reported)
9.70M
Total Shares

Allocation by class

TOTAL AUM$95.93M47 positions
COMMON STOCK$92.53M96.5%
OPTION$3.40M3.5%

Portfolio Concentration

Top 368.6%4–1023.2%11–257.4%Rest0.8%TOP 1091.8%0%100%
Top 3$65.81M68.6%
4–10$22.21M23.2%
11–25$7.14M7.4%
Rest$771.3K0.8%

Top 3 weight

68.6%

Top 10 weight

91.8%

Voting Authority Distribution

Total shares with voting rights: 9.70M

Sole

Full voting authority

9.70M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:

BLUE OWL TECHNOLOGY FINANCE

SOLE
Common Stock
Shares4.51M
TypeSH
Market value$46.71M
48.69%
Sole
4.51M
Shared
0.00
None
0.00

BLUE OWL CAPITAL CORP

SOLE
Common Stock
Shares1.12M
TypeSH
Market value$12.22M
12.74%
Sole
1.12M
Shared
0.00
None
0.00

GRAB HOLDINGS LTD - CL A

SOLE
Common Stock
Shares1.83M
TypeSH
Market value$6.88M
7.17%
Sole
1.83M
Shared
0.00
None
0.00

DIAMONDBACK ENERGY INC

SOLE
Common Stock
Shares31.18K
TypeSH
Market value$5.48M
5.71%
Sole
31.18K
Shared
0.00
None
0.00

OPENDOOR TECHNOLOGIES INC

SOLE
Common Stock
Shares872.47K
TypeSH
Market value$4.03M
4.20%
Sole
872.47K
Shared
0.00
None
0.00

SPX P 07/17/2026 6340

SOLE
Option
Shares13.50K
TypeSH
Market value$3.31M
3.45%
Sole
13.50K
Shared
0.00
None
0.00

OKLO INC

SOLE
Common Stock
Shares50.80K
TypeSH
Market value$2.66M
2.77%
Sole
50.80K
Shared
0.00
None
0.00

SPDR S&P OIL & GAS EXP & PR

SOLE
Common Stock
Shares15K
TypeSH
Market value$2.31M
2.41%
Sole
15K
Shared
0.00
None
0.00

GLOO HOLDINGS INC

SOLE
Common Stock
Shares500.94K
TypeSH
Market value$2.28M
2.38%
Sole
500.94K
Shared
0.00
None
0.00

NUSCALE POWER CORP

SOLE
Common Stock
Shares213K
TypeSH
Market value$2.14M
2.23%
Sole
213K
Shared
0.00
None
0.00

WATERBRIDGE INFRASTRUC-CL A

SOLE
Common Stock
Shares50K
TypeSH
Market value$1.71M
1.79%
Sole
50K
Shared
0.00
None
0.00

UNITED STATES COMMODITY INDE

SOLE
Common Stock
Shares12.48K
TypeSH
Market value$1.16M
1.21%
Sole
12.48K
Shared
0.00
None
0.00

EAGLEROCK LAND LLC -CL A

SOLE
Common Stock
Shares50K
TypeSH
Market value$1.06M
1.11%
Sole
50K
Shared
0.00
None
0.00

BLUE OWL CAPITAL INC

SOLE
Common Stock
Shares85.20K
TypeSH
Market value$745.5K
0.78%
Sole
85.20K
Shared
0.00
None
0.00

X-ENERGY INC

SOLE
Common Stock
Shares30K
TypeSH
Market value$550.8K
0.57%
Sole
30K
Shared
0.00
None
0.00

HORIZON TECHNOLOGY FINANCE C

SOLE
Common Stock
Shares108.63K
TypeSH
Market value$513.8K
0.54%
Sole
108.63K
Shared
0.00
None
0.00

GOLUB CAPITAL BDC INC

SOLE
Common Stock
Shares20K
TypeSH
Market value$257.6K
0.27%
Sole
20K
Shared
0.00
None
0.00

CARLYLE SECURED LENDING INC

SOLE
Common Stock
Shares20K
TypeSH
Market value$210.6K
0.22%
Sole
20K
Shared
0.00
None
0.00

ARES CAPITAL CORP

SOLE
Common Stock
Shares10K
TypeSH
Market value$185.3K
0.19%
Sole
10K
Shared
0.00
None
0.00

SIXTH STREET SPECIALTY LENDI

SOLE
Common Stock
Shares10K
TypeSH
Market value$171.7K
0.18%
Sole
10K
Shared
0.00
None
0.00

RIDGEPOST CAPITAL INC-A

SOLE
Common Stock
Shares20K
TypeSH
Market value$157.4K
0.16%
Sole
20K
Shared
0.00
None
0.00

BAIN CAPITAL SPECIALTY FINAN

SOLE
Common Stock
Shares10K
TypeSH
Market value$125.2K
0.13%
Sole
10K
Shared
0.00
None
0.00

ICAHN ENTERPRISES LP

SOLE
Common Stock
Shares14.47K
TypeSH
Market value$104.3K
0.11%
Sole
14.47K
Shared
0.00
None
0.00

BRADY CORPORATION - CL A

SOLE
Common Stock
Shares1K
TypeSH
Market value$91.6K
0.10%
Sole
1K
Shared
0.00
None
0.00

HAGERTY INC-A

SOLE
Common Stock
Shares7.50K
TypeSH
Market value$89.4K
0.09%
Sole
7.50K
Shared
0.00
None
0.00
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