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Disclosery

Saraza Management, LP: APH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Saraza Management, LP on APH, newest first. How the timeline and the estimate are built.

Saraza Management, LP held 89,750 APH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,750 shares
    Change vs previous 13F -15,400 shares

    6.62% of the 13F portfolio, value $15,824,720.

    13F-HR 0001894188-26-000009 filed by Saraza Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 105,150 shares
    Change vs previous 13F -7,850 shares

    5.57% of the 13F portfolio, value $13,285,703.

    13F-HR 0001894188-26-000006 filed by Saraza Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 113,000 shares
    Change vs previous 13F -42,000 shares

    5.9% of the 13F portfolio, value $15,270,820.

    13F-HR 0001894188-26-000002 filed by Saraza Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 155,000 shares
    Change vs previous 13F -45,000 shares

    6.83% of the 13F portfolio, value $19,181,250.

    13F-HR 0001894188-25-000014 filed by Saraza Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 200,000 shares
    Change vs previous 13F +2,500 shares

    4.77% of the 13F portfolio, value $19,750,000.

    13F-HR 0001894188-25-000010 filed by Saraza Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 197,500 shares
    Change vs previous 13F -7,500 shares

    3.95% of the 13F portfolio, value $12,954,025.

    13F-HR 0001894188-25-000005 filed by Saraza Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 205,000 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $14,237,250.

    13F-HR 0001894188-25-000003 filed by Saraza Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).