SEC 13F Intelligence

Saraza Management, LP / LPLA

Saraza Management, LP’s Lpl Finl Hldgs Inc Position

Does Saraza Management, LP own Lpl Finl Hldgs Inc (LPLA)? Yes34.6K shares worth $10M (+4.36% of its 13F portfolio) as of Q1 2026, down from 41.4K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
34.6K
% of Portfolio
+4.36%
Quarters Held
4
currently held

Position History LPLA

Reported value by quarter
Q1 ’25: $163,570Q1 ’25Q3 ’25: $17MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.6K$10M+4.36%
Q4 202541.4K$15M+5.71%
Q3 202550.0K$17M+5.93%
Q1 2025500$163,570+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Saraza Management, LP’s full portfolio or all institutional holders of LPLA.