account_balance
Investment manager · 13F filer · SEC CIK 1731530
First Sabrepoint Capital Management LP
Reported value$234Mas of Jun 30, 2026
Positions20 3 new, 10 sold out
Top 10 weight74.7%TPB alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TPBTurning Pt Brands Inc
17.4%Added +20%
FCFSFirstcash Holdings Inc
15.9%Trimmed −3%
STRLSterling Infrastructure Inc
7.2%
EGYVaalco Energy Inc
7.2%Added +136%
TFINTriumph Financial Inc
5.1%Added +40%
CVCOCavco Inds Inc
4.9%Trimmed −44%
AMRZAmrize Ltd
4.6%Added +6%
UCTTUltra Clean Hldgs Inc
4.3%Trimmed −44%
BTIBritish Amern Tob PLC
4.2%Added +7%
NPKINPK International Inc
4.1%Added +9%
LAURLaureate Ed Inc
3.9%
MTDRMatador Res Co
3.8%Added +33%
TPBTurning Pt Brands Inc
17.4%Added +20%
FCFSFirstcash Holdings Inc
15.9%Trimmed −3%
STRL7.2%EGY7.2%TFIN5.1%CVCO4.9%AMRZ4.6%UCTT4.3%BTI4.2%NPKI4.1%LAUR3.9%MTDR3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TPB Turning Pt Brands Inc 17.4% Added +20%FCFS Firstcash Holdings Inc 15.9% Trimmed −3%STRL Sterling Infrastructure Inc 7.2% HeldEGY Vaalco Energy Inc 7.2% Added +136%TFIN Triumph Financial Inc 5.1% Added +40%CVCO Cavco Inds Inc 4.9% Trimmed −44%AMRZ Amrize Ltd 4.6% Added +6%UCTT Ultra Clean Hldgs Inc 4.3% Trimmed −44%BTI British Amern Tob PLC 4.2% Added +7%NPKI NPK International Inc 4.1% Added +9%LAUR Laureate Ed Inc 3.9% HeldMTDR Matador Res Co 3.8% Added +33%
What changed