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| Name: |
FIRST SABREPOINT CAPITAL MANAGEMENT LP |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75201 |
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data |
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| Holdings
Found :
10 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WSC |
Willscot Mobile Mini Holdin... |
3 |
- |
$41.87 |
$15,178,000 |
326,413 |
6.76% |
653,000 |
0 |
0.143 |
N/A |
|
|
MSFT |
Microsoft Corp |
4 |
- |
$429.04 |
$14,725,000 |
35,000 |
6.56% |
1,564,000 |
0 |
0 |
Application Software |
|
|
TBK |
Triumph Bancorp, Inc. |
6 |
- |
$75.82 |
$13,088,000 |
165,000 |
5.83% |
-142,000 |
0 |
0.664 |
N/A |
|
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BLD |
Topbuild Corp |
7 |
- |
$407.63 |
$13,002,000 |
29,500 |
5.79% |
1,961,000 |
0 |
0.089 |
N/A |
|
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CVCO |
Cavco Industries Inc |
16 |
- |
$362.36 |
$7,981,000 |
20,000 |
3.55% |
1,049,000 |
0 |
0.218 |
Residential Construct... |
|
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MTH |
Meritage Homes Corp |
19 |
- |
$178.27 |
$4,825,000 |
27,500 |
2.15% |
34,000 |
0 |
0.073 |
Residential Construct... |
|
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NVR |
NVR Inc |
21 |
- |
$7,620.22 |
$3,483,000 |
430 |
1.55% |
473,000 |
0 |
0.01 |
Residential Construct... |
|
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DHI |
DR Horton Inc |
22 |
- |
$149.38 |
$2,962,000 |
18,000 |
1.32% |
226,000 |
0 |
0.005 |
Residential Construct... |
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AE |
Adams Resources & Energy Inc |
23 |
- |
$27.90 |
$2,760,000 |
95,174 |
1.23% |
268,000 |
0 |
2.256 |
Basic Materials Whole... |
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CCS |
Century Communities, Inc. |
25 |
- |
$86.91 |
$1,930,000 |
20,000 |
0.86% |
107,000 |
0 |
0.06 |
N/A |
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