Holdings
First Sabrepoint Capital Management LP
As of Jun 30, 2026, First Sabrepoint Capital Management LP reported 19 positions worth US$223M. Largest: Turning Point Brands, Inc., Firstcash Holdings, Inc. and Sterling Infrastructure, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Turning Point Brands, Inc. | 480K | US$40.7M | +80,000 | Jun 30, 2026 |
| Firstcash Holdings, Inc. | 172K | US$37.2M | −5,044 | Jun 30, 2026 |
| Sterling Infrastructure, Inc. | 20,000 | US$16.8M | no change | Jun 30, 2026 |
| Vaalco Energy, Inc. | 3.3M | US$16.8M | +1.9M | Jun 30, 2026 |
| Triumph Financial, Inc. | 155K | US$11.8M | +44,341 | Jun 30, 2026 |
| Cavco Industries, Inc. | 18,500 | US$11.4M | −14,540 | Jun 30, 2026 |
| Ultra Clean Holdings, Inc. | 70,000 | US$9.98M | −55,000 | Jun 30, 2026 |
| British American Tobacco P.l.c. | 160K | US$9.88M | +10,000 | Jun 30, 2026 |
| Npk International Inc. | 600K | US$9.55M | +50,000 | Jun 30, 2026 |
| Laureate Education, Inc. | 249K | US$9.03M | +640 | Jun 30, 2026 |