First Sabrepoint Capital Management LP - Q42025 Holdings

First Sabrepoint Capital Management LP holds 29 stocks with a total portfolio value of $ 259.15M as of Q42025. In Q42025, First Sabrepoint Capital Management LP added 10 new positions, increased stakes in 2 stocks, reduced 14 holdings, and fully exited 18 positions. The largest holding is Turning Pt Brands Inc (TPB), representing 16.73% of the total portfolio.