First Sabrepoint Capital Management LP - Q12026 Holdings

First Sabrepoint Capital Management LP holds 28 stocks with a total portfolio value of $ 275.59M as of Q12026. In Q12026, First Sabrepoint Capital Management LP added 11 new positions, increased stakes in 5 stocks, reduced 9 holdings, and fully exited 11 positions. The largest holding is Turning Pt Brands Inc (TPB), representing 12.60% of the total portfolio.