FIRST SABREPOINT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EGY | 1.90M | $7.64M |
 | LAUR | 800K | $25.23M |
 | TPB | 400K | $39.54M |
 | PGNY | 350K | $7.53M |
 | BTI | 310K | $16.45M |
 | AMRZ | 270K | $13.10M |
 | FCFS | 200K | $31.68M |
 | HAS | 140K | $10.62M |
 | OPRA | 130K | $2.68M |
 | WD | 120K | $10.03M |
 | GRBK | 70K | $5.17M |
 | MAA | 55K | $7.69M |
 | STRL | 42K | $14.27M |
 | MSFT | 35K | $18.13M |
 | CVCO | 35K | $20.33M |
 | LOPE | 30K | $6.59M |
 | BLD | 8K | $3.13M |
 | AZO | 2K | $7.94M |
VAALCO Energy, Inc.
EGY
Shares Held
1.90M
Value
$7.64M
Laureate Education, Inc.
LAUR
Shares Held
800K
Value
$25.23M
Turning Point Brands, Inc.
TPB
Shares Held
400K
Value
$39.54M
Progyny, Inc.
PGNY
Shares Held
350K
Value
$7.53M
British American Tobacco p.l.c.
BTI
Shares Held
310K
Value
$16.45M
Amrize Ltd
AMRZ
Shares Held
270K
Value
$13.10M
FirstCash Holdings, Inc
FCFS
Shares Held
200K
Value
$31.68M
Hasbro, Inc.
HAS
Shares Held
140K
Value
$10.62M
Opera Limited
OPRA
Shares Held
130K
Value
$2.68M
Walker & Dunlop, Inc.
WD
Shares Held
120K
Value
$10.03M
Green Brick Partners, Inc.
GRBK
Shares Held
70K
Value
$5.17M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
55K
Value
$7.69M
Sterling Infrastructure, Inc.
STRL
Shares Held
42K
Value
$14.27M
Microsoft Corporation
MSFT
Shares Held
35K
Value
$18.13M
Cavco Industries, Inc.
CVCO
Shares Held
35K
Value
$20.33M
Grand Canyon Education, Inc.
LOPE
Shares Held
30K
Value
$6.59M
TopBuild Corp.
BLD
Shares Held
8K
Value
$3.13M
AutoZone, Inc.
AZO
Shares Held
2K
Value
$7.94M