Saber Capital Managment as of Dec. 31, 2025
Portfolio Holdings for Saber Capital Managment
Saber Capital Managment holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natural Resource Partners L Com Unit Ltd Par (NRP) | 18.2 | $22M | 209k | 104.40 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 16.6 | $20M | 9.2k | 2146.18 | |
| Pitney Bowes (PBI) | 9.3 | $11M | 1.1M | 10.57 | |
| Black Stone Minerals Com Unit (BSM) | 7.0 | $8.4M | 631k | 13.29 | |
| Marcus Corporation (MCS) | 6.5 | $7.8M | 505k | 15.51 | |
| Cinemark Holdings (CNK) | 5.3 | $6.3M | 271k | 23.24 | |
| Sr Bancorp (SRBK) | 3.6 | $4.3M | 271k | 15.74 | |
| Visa Com Cl A (V) | 3.4 | $4.1M | 12k | 350.71 | |
| California Res Corp Com Stock (CRC) | 3.4 | $4.1M | 92k | 44.71 | |
| Copart (CPRT) | 3.2 | $3.9M | 99k | 39.15 | |
| Greenfire Res Com Shs (GFR) | 2.7 | $3.3M | 687k | 4.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $3.2M | 10k | 313.00 | |
| UnitedHealth (UNH) | 2.6 | $3.1M | 9.4k | 330.11 | |
| Douglas Elliman (DOUG) | 2.5 | $3.0M | 1.3M | 2.37 | |
| Five Point Holdings Com Cl A (FPH) | 1.9 | $2.2M | 402k | 5.59 | |
| Walt Disney Company (DIS) | 1.3 | $1.5M | 13k | 113.77 | |
| NVR (NVR) | 1.2 | $1.4M | 191.00 | 7292.77 | |
| Millrose Pptys Com Cl A (MRP) | 1.1 | $1.3M | 43k | 29.87 | |
| Costco Wholesale Corporation Put Option (COST) | 1.0 | $1.2M | 1.4k | 862.34 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.2M | 2.4k | 483.62 | |
| Wal-Mart Stores Put Option (WMT) | 0.9 | $1.1M | 10k | 111.41 | |
| Nacco Inds Cl A (NC) | 0.9 | $1.1M | 23k | 49.04 | |
| Pulte (PHM) | 0.8 | $952k | 8.1k | 117.26 | |
| Comstock Hldg Cos Cl A New (CHCI) | 0.7 | $802k | 69k | 11.62 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $646k | 2.0k | 322.22 | |
| Bv Finl Com New (BVFL) | 0.5 | $622k | 34k | 18.14 | |
| Pizza Inn Holdings (RAVE) | 0.4 | $514k | 156k | 3.30 | |
| Biglari Hldgs Com Stk Cl B (BH) | 0.3 | $404k | 1.2k | 332.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $325k | 1.0k | 313.80 | |
| America's Car-Mart (CRMT) | 0.3 | $305k | 12k | 25.26 |
