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FIRST SABREPOINT CAPITAL MANAGEMENT LP

FIRST SABREPOINT CAPITAL MANAGEMENT LP is an Investment Adviser institutional filer with the SEC under CIK 1731530, reporting 20 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: TX
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in FIRST SABREPOINT CAPITAL MANAGEMENT LP's most recent 13F filing, ranked by reported market value.

  1. TURNING PT BRANDS INC (TPB)
  2. FIRSTCASH HOLDINGS INC (FCFS)
  3. STERLING INFRASTRUCTURE INC (STRL)
  4. VAALCO ENERGY INC (EGY)
  5. TRIUMPH FINANCIAL INC (TFIN)
  6. CAVCO INDS INC DEL (CVCO)
  7. AMRIZE LTD (AMRZ)
  8. ULTRA CLEAN HLDGS INC (UCTT)
  9. BRITISH AMERN TOB PLC (BTI)
  10. NPK INTERNATIONAL INC (NPKI)
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