FIRST SABREPOINT CAPITAL MANAGEMENT LP - Portfolio Stock Holdings
FIRST SABREPOINT CAPITAL MANAGEMENT LP disclosed 34 stock positions in a recent SEC 13F filing. $244,489,508 of stock holdings were filed, with the largest holdings including TPB, FCFS, and CVCO. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.We estimate the fund has a total AUM of $499,542,361 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
March 31, 2026No. of Stocks:
34Est. Stock Holding Value:
$244,489,508Top Stock Holdings By Sector
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Portfolio Stock Holdings - FIRST SABREPOINT CAPITAL MANAGEMENT LP
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Portfolio Options Holdings - FIRST SABREPOINT CAPITAL MANAGEMENT LP
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