Stock Taper 
FIRST SABREPOINT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 VAALCO Energy, Inc. | EGY | 3.3M | $16.76M |
 Kosmos Energy Ltd. | KOS | 1M | $2.11M |
 Turning Point Brands, Inc. | TPB | 480K | $40.71M |
 Target Hospitality Corp. | TH | 420K | $8.55M |
 Laureate Education, Inc. | LAUR | 248.64K | $9.03M |
 Build-A-Bear Workshop, Inc. | BBW | 210.65K | $6.45M |
 Amrize Ltd | AMRZ | 200K | $10.66M |
 Matador Resources Company | MTDR | 180K | $8.96M |
 FirstCash Holdings, Inc | FCFS | 172.1K | $37.23M |
 Lifeway Foods, Inc. | LWAY | 170K | $5.07M |
 British American Tobacco p.l.c. | BTI | 160K | $9.88M |
 Triumph Financial, Inc. | TFIN | 155K | $11.83M |
 Rush Enterprises, Inc. | RUSHA | 75K | $5.47M |
 Ultra Clean Holdings, Inc. | UCTT | 70K | $9.98M |
 Sprouts Farmers Market, Inc. | SFM | 65K | $5.5M |
 Boot Barn Holdings, Inc. | BOOT | 20K | $3.29M |
 Sterling Infrastructure, Inc. | STRL | 20K | $16.79M |
 Cavco Industries, Inc. | CVCO | 18.5K | $11.37M |
 AutoZone, Inc. | AZO | 1.5K | $4.79M |