FIRST SABREPOINT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EGY | 1.51M | $5.50M |
 | COOK | 1.22M | $1.32M |
 | LAUR | 500K | $16.84M |
 | TPB | 400K | $43.36M |
 | PGNY | 250K | $6.42M |
 | AMRZ | 200K | $10.82M |
 | FCFS | 195K | $31.08M |
 | TH | 150K | $1.20M |
 | BTI | 150K | $8.49M |
 | ATGE | 135K | $13.97M |
 | GBFH | 110K | $3.73M |
 | EEFT | 101K | $7.70M |
 | BTU | 100K | $2.97M |
 | HAS | 95K | $7.77M |
 | TFIN | 90K | $5.62M |
 | LOPE | 50K | $8.32M |
 | AGM | 45K | $7.81M |
 | STRL | 30K | $9.19M |
 | WD | 30K | $1.80M |
 | CVCO | 27K | $15.95M |
VAALCO Energy, Inc.
EGY
Shares Held
1.51M
Value
$5.50M
Traeger, Inc.
COOK
Shares Held
1.22M
Value
$1.32M
Laureate Education, Inc.
LAUR
Shares Held
500K
Value
$16.84M
Turning Point Brands, Inc.
TPB
Shares Held
400K
Value
$43.36M
Progyny, Inc.
PGNY
Shares Held
250K
Value
$6.42M
Amrize Ltd
AMRZ
Shares Held
200K
Value
$10.82M
FirstCash Holdings, Inc
FCFS
Shares Held
195K
Value
$31.08M
Target Hospitality Corp.
TH
Shares Held
150K
Value
$1.20M
British American Tobacco p.l.c.
BTI
Shares Held
150K
Value
$8.49M
Adtalem Global Education Inc.
ATGE
Shares Held
135K
Value
$13.97M
GBank Financial Holdings Inc.
GBFH
Shares Held
110K
Value
$3.73M
Euronet Worldwide, Inc.
EEFT
Shares Held
101K
Value
$7.70M
Peabody Energy Corporation
BTU
Shares Held
100K
Value
$2.97M
Hasbro, Inc.
HAS
Shares Held
95K
Value
$7.77M
Triumph Financial, Inc.
TFIN
Shares Held
90K
Value
$5.62M
Grand Canyon Education, Inc.
LOPE
Shares Held
50K
Value
$8.32M
Federal Agricultural Mortgage Corporation
AGM
Shares Held
45K
Value
$7.81M
Sterling Infrastructure, Inc.
STRL
Shares Held
30K
Value
$9.19M
Walker & Dunlop, Inc.
WD
Shares Held
30K
Value
$1.80M
Cavco Industries, Inc.
CVCO
Shares Held
27K
Value
$15.95M