13F Filings History of FIRST SABREPOINT CAPITAL MANAGEMENT LP

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$243,191,803
Signature - Title
Jean Fonteneau - Chief Operating Officer and Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by FIRST SABREPOINT CAPITAL MANAGEMENT LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FIRST SABREPOINT CAPITAL MANAGEMENT LP reported 24 stock holdings with total value $243,191,803 as of Q4 2025. Top holdings included TPB, FCFS, LAUR, CVCO, and ATGE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 24 $243,191,803 +$59,288,598 -$65,628,500 -$6,339,902 TPB, FCFS, LAUR, CVCO, ATGE 13F-HR 13 Feb 2026, 14:11
Q3 2025 18 $247,749,634 +$16,670,210 -$42,042,854 -$25,372,644 TPB, FCFS, LAUR, CVCO, MSFT 13F-HR 14 Nov 2025, 17:13
Q2 2025 23 $233,676,295 +$48,226,025 -$77,369,386 -$29,143,361 TPB, FCFS, LAUR, MSFT, BTI 13F-HR 14 Aug 2025, 16:32
Q1 2025 27 $239,086,943 +$32,999,855 -$58,553,497 -$25,553,642 TPB, FCFS, LAUR, MAA, PM 13F-HR 15 May 2025, 14:53
Q4 2024 32 $267,086,198 +$63,302,704 -$51,870,142 +$11,432,562 LAUR, TPB, MSFT, FCFS, MAA 13F-HR 14 Feb 2025, 14:46
Q3 2024 29 $259,378,700 +$76,423,358 -$74,801,064 +$1,622,294 FCFS, VST, WD, LAUR, MAA 13F-HR 14 Nov 2024, 18:05
Q2 2024 27 $236,475,219 +$104,118,069 -$77,493,172 +$26,624,897 MAA, LAUR, FCFS, MSFT, TFIN 13F-HR 14 Aug 2024, 17:11
Q1 2024 26 $224,626,427 +$46,352,733 -$60,549,984 -$14,197,251 AESI, CRH, WSC, MSFT, FCFS 13F-HR 15 May 2024, 16:32
Q4 2023 26 $219,976,126 +$43,801,738 -$67,648,831 -$23,847,093 FCFS, WSC, CRH, TFIN, MSFT 13F-HR 14 Feb 2024, 14:58
Q3 2023 24 $215,624,459 +$53,627,814 -$75,972,327 -$22,344,513 FCFS, CRH, TFIN, MSFT, VST 13F-HR 14 Nov 2023, 17:23
Q2 2023 24 $228,527,072 +$57,966,760 -$76,027,234 -$18,060,474 LOPE, GXO, WD, MSFT, BLD 13F-HR 14 Aug 2023, 14:35
Q1 2023 29 $238,118,357 +$80,177,137 -$53,505,551 +$26,671,586 LOPE, GXO, VST, WD, KOS 13F-HR 15 May 2023, 16:16
Q4 2022 23 $204,009,362 +$57,537,639 -$68,946,415 -$11,408,776 VST, LOPE, WD, KOS, CLW 13F-HR 13 Feb 2023, 13:07
Q3 2022 25 $206,160,000 +$43,772,782 -$46,881,651 -$3,108,869 VST, WD, CLW, AZO, MSFT 13F-HR 14 Nov 2022, 14:04
Q2 2022 21 $232,201,000 +$71,360,352 -$68,320,030 +$3,040,322 VST, ORLY, WD, EB, CLW Restatement 15 Aug 2022, 18:01
Q1 2022 21 $271,372,000 +$53,265,904 -$84,448,100 -$31,182,196 EB, WD, LYFT, ORLY, PZZA 13F-HR 13 May 2022, 08:02
Q4 2021 26 $345,070,000 +$61,063,821 -$36,433,993 +$24,629,828 WD, CLW, EB, SEMR, SPOT 13F-HR 11 Feb 2022, 17:59
Q3 2021 25 $337,074,000 +$80,779,776 -$60,097,563 +$20,682,213 EB, CLW, WD, SEMR, UPWK 13F-HR 15 Nov 2021, 12:03
Q2 2021 27 $310,911,000 +$67,340,727 -$62,693,347 +$4,647,380 EB, UPWK, WD, SEMR, LYFT 13F-HR 13 Aug 2021, 16:27
Q1 2021 29 $299,753,000 +$67,798,545 -$82,680,885 -$14,882,340 WD, EB, LYFT, UPWK, CNNE 13F-HR 14 May 2021, 11:57
Q4 2020 29 $293,295,000 +$40,867,693 -$69,861,913 -$28,994,220 WD, CLW, UPWK, EB, VST 13F-HR 12 Feb 2021, 17:23
Q3 2020 29 $249,473,000 +$54,018,634 -$47,475,671 +$6,542,963 CLW, WD, TPB, SEB, UPWK 13F-HR 13 Nov 2020, 12:25
Q2 2020 24 $230,255,000 +$50,695,084 -$109,742,392 -$59,047,308 CLW, WD, SEB, SPOT, FNF 13F-HR 13 Aug 2020, 18:03
Q1 2020 27 $228,864,000 +$88,458,842 -$65,775,760 +$22,683,082 SEB, LOPE, CLW, SPOT, WD 13F-HR 14 May 2020, 19:35
Q4 2019 27 $246,913,000 +$84,692,942 -$57,414,295 +$27,278,647 SEB, WD, REGI, DAY, CLW 13F-HR 14 Feb 2020, 14:08
Q3 2019 25 $206,546,000 +$63,671,127 -$50,298,382 +$13,372,745 SEB, CLW, HAS, DIS, PGR 13F-HR 14 Nov 2019, 11:12
Q2 2019 23 $200,116,000 +$43,120,985 -$41,518,493 +$1,602,492 SEB, LOPE, HAS, CLW, DAY 13F-HR 14 Aug 2019, 15:26
Q1 2019 24 $198,109,000 +$52,828,988 -$62,698,192 -$9,869,204 LOPE, SEB, ILPT, CLW, FIVN 13F-HR 14 May 2019, 19:11
Q4 2018 26 $180,851,000 +$85,036,160 -$63,360,463 +$21,675,697 CLW, DLTR, ILPT, LOPE, TPB 13F-HR 14 Feb 2019, 14:31
Q3 2018 21 $180,329,000 +$61,861,154 -$51,156,882 +$10,704,272 CCS, EEFT, EGHT, LOPE, CLW 13F-HR 14 Nov 2018, 17:56
Q2 2018 23 $145,382,000 $0 $0 $0 TPB, BCO, EEFT, LOPE, ILPT New Holdings 14 Nov 2018, 17:38
Q2 2018 23 $145,382,000 +$51,038,822 -$39,080,145 +$11,958,677 TPB, BCO, EEFT, LOPE, ILPT 13F-HR 14 Aug 2018, 15:55
Q1 2018 23 $140,652,000 +$61,977,335 -$32,631,616 +$29,345,719 CCS, BCO, TPB, FOR, PKG 13F-HR 15 May 2018, 13:29
Q4 2017 25 $108,530,000 $0 $0 $0 CCS, WNC, TPB, PKG, LOPE 13F-HR 14 Feb 2018, 14:17