First Sabrepoint Capital Management

Latest statistics and disclosures from First Sabrepoint Capital Management's latest quarterly 13F-HR filing:

Companies in the First Sabrepoint Capital Management portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Seaboard Corporation (SEB) 12.08 6192 +69% 4375.00
Clearwater Paper (CLW) 10.97 1.16M +80% 21.12
Hasbro (HAS) 4.76 90000 NEW 118.69
Walt Disney Company (DIS) 4.65 80000 +45% 130.32
Progressive Corporation (PGR) 4.31 125000 +42% 77.25
Ceridian Hcm Hldg Inc 4.27 194000 +4% 49.37
Grand Canyon Education (LOPE) 4.16 95000 -52% 98.20
Cal-Maine Foods (CALM) 3.92 219950 NEW 39.95
Spotify Technology Sa 3.81 75000 +50% 114.00
Walker & Dunlop (WD) 3.62 145000 NEW 55.93
Sherwin-Williams Company (SHW) 3.56 14500 +3% 549.86
Helen Of Troy Ltd. 3.52 50000 NEW 157.66
Perspecta Inc 3.49 300000 -25% 26.12
Ss&c Technologies Holding 3.45 150000 NEW 51.57
salesforce (CRM) 3.44 52000 NEW 148.44
Sanderson Farms (SAFM) 3.37 50000 NEW 151.34
Dollar Tree (DLTR) 3.26 64000 -15% 114.16
Euronet Worldwide (EEFT) 2.74 42000 -6% 146.31
EZ (EZPW) 2.60 900946 +37% 6.46
Turning Pt Brands Inc Com stock 2.59 251741 +161% 23.06
D.R. Horton (DHI) 2.30 98000 -34% 52.71
Comfort Systems USA (FIX) 2.30 116400 NEW 44.23
American Campus Communities (ACC) 1.93 90000 NEW 48.08
8x8 (EGHT) 1.85 200000 -32% 20.72
Sanderson Farms Inc option 1.69 25000 NEW 151.32
Standard Diversified Inc Com Cl A stock 1.30 254802 -4% 11.45
Gamestop Corp New put 0.06 25000 NEW 5.52

Past 13F-HR SEC Filings by First Sabrepoint Capital Management

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