FIRST SABREPOINT CAPITAL MANAGEMENT LP 13F Holdings
CIK 0001731530 · DALLAS, TX
As of Sep 30, 2025, FIRST SABREPOINT CAPITAL MANAGEMENT LP reported 37 positions worth $315.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TURNING POINT BRANDS INC | TPB | Consumer Defensive | 400,000 | $39.5M | 12.52% |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 200,000 | $31.7M | 10.03% |
| LAUREATE EDUCATION INC | LAUR | Consumer Defensive | 800,000 | $25.2M | 7.99% |
| TURNING PT BRANDS INC | — | — | 207,300 | $20.5M | 6.49% |
| CAVCO INDUSTRIES INC | CVCO | Consumer Cyclical | 35,000 | $20.3M | 6.43% |
| MICROSOFT CORP | MSFT | Technology | 35,000 |