FIRST SABREPOINT CAPITAL MANAGEMENT LP: 13F holdings
CIK 17315302026Q2
| Positions | 27 |
|---|---|
| Reported value | $304.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TPB TURNING PT BRANDS INC | 480,000 | $40.7m | 13.4% |
| FCFS FIRSTCASH HOLDINGS INC | 172,103 | $37.2m | 12.2% |
| STRL STERLING INFRASTRUCTURE INC | 20,000 | $16.8m | 5.5% |
| EGY VAALCO ENERGY INC | 3,300,000 | $16.8m | 5.5% |
| TFIN TRIUMPH FINANCIAL INC | 155,000 | $11.8m | 3.9% |
| CVCO CAVCO INDS INC DEL | 18,500 | $11.4m | 3.7% |
| AMRIZE LTD | 200,000 | $10.7m | 3.5% |
| UCTT ULTRA CLEAN HLDGS INC | 70,000 | $10.0m | 3.3% |
| BTI BRITISH AMERN TOB PLC | 160,000 | $9.9m | 3.2% |
| NPKI NPK INTERNATIONAL INC | 600,000 | $9.5m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731530")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.