StockDriftsStockDriftsTop 24 First Sabrepoint Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPB | TURNING PT BRANDS INC | 17.83% | 400.0K | $43.4M | +0.00%(+0) | $48.41(+67.32%) | 2025-12-31 | |
| FCFS | FIRSTCASH HOLDINGS INC | 12.78% | 195.0K | $31.1M | -2.50%(-5.00K) | $108.73(+86.34%) | 2025-12-31 | |
| LAUR | LAUREATE EDUCATION INC | 6.92% | 500.0K | $16.8M | -37.50%(-300.00K) | $14.94(+120.91%) | 2025-12-31 | |
| CVCO | CAVCO INDS INC DEL | 6.56% | 27.0K | $15.9M | -22.86%(-8.00K) | $418.31(+20.27%) | 2025-12-31 | |
| CVSA | ADTALEM GLOBAL ED INC | 5.74% | 135.0K | $14.0M | new | $128.96(-12.77%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 4.97% | 25.0K | $12.1M | -28.57%(-10.00K) | $171.71(+139.48%) | 2025-12-31 | |
| AMRZ | AMRIZE LTD | 4.45% | 200.0K | $10.8M | -25.93%(-70.00K) | $49.23(+19.30%) | 2025-12-31 | |
| AZO | AUTOZONE INC | 4.18% | 3.0K | $10.2M | +62.16%(+1.15K) | $2817.70(+25.51%) | 2025-12-31 | |
| STRL | STERLING INFRASTRUCTURE INC | 3.78% | 30.0K | $9.2M | -28.57%(-12.00K) | $62.21(+633.17%) | 2025-12-31 | |
| BTI | BRITISH AMERN TOB PLC | 3.49% | 150.0K | $8.5M | -51.61%(-160.00K) | $41.24(+37.45%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.77% | +76.14% |
| Top 20 Holdings Unweighted | +16.62% | +58.60% |
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