First Sabrepoint Capital Management Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Adams Resources & Energy, Inc.
AE
$2.76M3.7195,1740%+$01.23
VAALCO Energy, Inc.
EGY
$12.48M1.731.79M+5.29%+$627,300.005.55
OmniAb, Inc.
OABI
$8.57M1.341.58M-4.62%-$414,911.853.81
Triumph Financial, Inc.
TFIN
$13.09M0.71165,0000%+$05.83
Atlas Energy Solutions Inc.
AESI
$15.69M0.63693,770+448.8%+$12.83M6.99
Vivid Seats Inc.
SEAT
$5.69M0.46950,000New+$5.69M2.53
Walker & Dunlop, Inc.
WD
$9.5M0.2894,000-2.08%-$202,120.004.23
Five9, Inc.
FIVN
$12.42M0.27200,000+50.32%+$4.16M5.53
Sterling Infrastructure, Inc.
STRL
$8.65M0.2578,400-43.19%-$6.57M3.85
FirstCash Holdings, Inc
FCFS
$14.41M0.25113,000-52.42%-$15.88M6.42
Cavco Industries, Inc.
CVCO
$7.98M0.2420,0000%+$03.55
Herc Holdings Inc.
HRI
$8.67M0.1851,500New+$8.67M3.86
WillScot Mobile Mini Holdings Corp.
WSC
$15.18M0.17326,4130%+$06.76
GXO Logistics, Inc.
GXO
$8.74M0.14162,500+30%+$2.02M3.89
Green Brick Partners, Inc.
GRBK
$3.61M0.1360,000+20%+$602,300.001.61
Kirby Corporation
KEX
$6.86M0.1272,019New+$6.86M3.06
TopBuild Corp.
BLD
$13M0.0929,5000%+$05.79
Meritage Homes Corporation
MTH
$4.83M0.0827,5000%+$02.15
IES Holdings, Inc.
IESC
$1.82M0.0715,000New+$1.82M0.81
Century Communities, Inc.
CCS
$1.93M0.0620,0000%+$00.86
CRH plc
CRH
$15.53M0.03180,000New+$15.53M6.91
AutoZone, Inc.
AZO
$9.45M0.023,000+5.26%+$472,747.504.21
NVR, Inc.
NVR
$3.48M0.014300%+$01.55
The Allstate Corporation
ALL
$2.6M0.0115,000New+$2.6M1.16
D.R. Horton, Inc.
DHI
$2.96M0.0118,0000%+$01.32
Microsoft Corporation
MSFT
$14.73M<0.0135,0000%+$06.56