13FBOX
FIRST SABREPOINT CAPITAL MANAGEMENT LP · 13F 持仓分析
期权收益计算器 机构排行

FIRST SABREPOINT CAPITAL MANAGEMENT LP

No.5736 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.04亿
环比变动 Q1 2026
+$2,845.8万+10.3%
持仓股票数
27
新买入
8
加仓
10
减仓
6
清仓
10
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TURNING PT BRANDSTPB
13.39%12.6%$4,070.9万48.0万股$3,471.6万40.0万股+8.0万股+20.00%加仓
FIRSTCASHFCFS
12.24%12.08%$3,722.9万17.2万股$3,330.4万17.7万股-5,044股-2.85%减仓
TTURNING PT BRANDS INC
10.87%11.11%$3,305.9万39.0万股$3,062.8万35.3万股+3.7万股+10.46%加仓
UUNITED STS BRENT OIL FD
6.02%$1,831.1万45.0万股$00股+45.0万股新买入
SSTERLING INFRASTRUCTURESTRL
5.52%2.96%$1,678.7万2.0万股$814.5万2.0万股00.00%持仓不变
VVAALCO ENERGY INC COM NEWEGY
5.51%3.22%$1,676.4万330.0万股$887.6万140.0万股+190.0万股+135.71%加仓
TRIUMPH FINANCIALTFIN
3.89%2.4%$1,182.8万15.5万股$660.2万11.1万股+4.4万股+40.07%加仓
CAVCO INDS DELCVCO
3.74%5.81%$1,136.6万1.9万股$1,600.1万3.3万股-1.5万股-44.01%减仓
AAMRIZE SHSAMRZ
3.51%3.82%$1,066.0万20.0万股$1,053.2万18.8万股+1.2万股+6.38%加仓
UULTRA CLEANUCTT
3.28%2.82%$998.1万7.0万股$777.3万12.5万股-5.5万股-44.00%减仓
BRITISH AMERN TOB SPONSORED ADRBTI
3.25%3.18%$988.2万16.0万股$877.1万15.0万股+1.0万股+6.67%加仓
NPK INTERNATIONALNPKI
3.14%2.89%$954.6万60.0万股$797.0万55.0万股+5.0万股+9.09%加仓
LAUREATE EDLAUR
2.97%3.14%$903.1万24.9万股$864.0万24.8万股+640股+0.26%加仓
MMATADOR RESMTDR
2.95%3.09%$896.0万18.0万股$852.9万13.5万股+4.5万股+33.33%加仓
TTARGET HOSPITALITYTH
2.81%2.03%$855.1万42.0万股$558.4万60.2万股-18.2万股-30.21%减仓
TTRIUMPH FINANCIAL INCTFIN
2.51%$763.1万10.0万股$00股+10.0万股新买入
BBUILD-A-BEAR WORKSHOP INC COMBBW
2.12%2.56%$644.8万21.1万股$705.0万18.8万股+2.2万股+11.90%加仓
FFIRSTCASH HOLDINGS INCFCFS
2.08%$633.8万2.9万股$00股+2.9万股新买入
SPROUTS FMRS MKTSFM
1.81%1.82%$549.8万6.5万股$501.3万6.5万股00.00%持仓不变
RUSH ENTERPRISESRUSHA
1.8%$547.4万7.5万股$00股+7.5万股新买入
LLIFEWAY FOODSLWAY
1.67%$507.3万17.0万股$00股+17.0万股新买入
汽车地带AZO
1.58%3.06%$479.4万1,500股$844.4万2,500股-1,000股-40.00%减仓
BOOT BARNBOOT
1.08%$328.5万2.0万股$00股+2.0万股新买入
AALASKA AIRALK
0.86%$261.0万5.0万股$00股+5.0万股新买入
KKOSMOS ENERGYKOS
0.69%1.01%$211.0万100.0万股$278.0万100.0万股00.00%持仓不变
UUNITED STS OIL FDUTNDF
0.61%$185.2万1.7万股$00股+1.7万股新买入
PProShares信托II
0.09%0.12%$27.4万1.0万股$32.2万2.0万股-1.0万股-50.00%减仓

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