CIK 1731530
FIRST SABREPOINT CAPITAL MANAGEMENT LP
Institutional 13F holdings & portfolio
Holdings
29
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–29 of 29
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TPB | TURNING PT BRANDS INC | 400K | $1M+ | SH |
| FCFS | FIRSTCASH HOLDINGS INC | 195K | $1M+ | SH |
| LAUR | LAUREATE EDUCATION INC | 500K | $1M+ | SH |
| CVCO | CAVCO INDS INC DEL | 27K | $1M+ | SH |
| ATGE | ADTALEM GLOBAL ED INC | 135K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 25K | $1M+ | SH |
| AMRZ | AMRIZE LTD | 200K | $1M+ | SH |
| AZO | AUTOZONE INC | 3K | $1M+ | SH |
| — | TURNING PT BRANDS INC | 87K | $1M+ | SH (Call) |
| STRL | STERLING INFRASTRUCTURE INC | 30K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 150K | $1M+ | SH |
| LOPE | GRAND CANYON ED INC | 50K | $1M+ | SH |
| AGM | FEDERAL AGRIC MTG CORP | 45K | $1M+ | SH |
| HAS | HASBRO INC | 95K | $1M+ | SH |
| NPKI | NPK INTERNATIONAL INC | 650K | $1M+ | SH |
| EEFT | EURONET WORLDWIDE INC | 101K | $1M+ | SH |
| PGNY | PROGYNY INC | 250K | $1M+ | SH |
| TFIN | TRIUMPH FINANCIAL INC | 90K | $1M+ | SH |
| EGY | VAALCO ENERGY INC | 1.5M | $1M+ | SH |
| GBFH | GBANK FINL HLDGS INC | 110K | $1M+ | SH |
| BLD | TOPBUILD CORP | 8K | $1M+ | SH |
| BTU | PEABODY ENERGY CORP | 100K | $1M+ | SH |
| — | EURONET WORLDWIDE INC | 30K | $1M+ | SH (Call) |
| — | AST SPACEMOBILE INC | 30K | $1M+ | SH (Put) |
| WD | WALKER & DUNLOP INC | 30K | $1M+ | SH |
| — | AMPRIUS TECHNOLOGIES INC | 181K | $1M+ | SH (Put) |
| COOK | TRAEGER INC | 1.2M | $1M+ | SH |
| TH | TARGET HOSPITALITY CORP | 150K | $1M+ | SH |
| — | UNUSUAL MACHS INC | 50K | $500K+ | SH (Put) |