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Holdings

FIRST SABREPOINT CAPITAL MANAGEMENT LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
HORTON D R INC /DE/ DHICommon33,000-117,0004,015,770,0004,005,667,0001.760.01 Hist 06/30/2023
Kosmos Energy Ltd. KOSCOMMON STOCK1,000,000-1,000,0005,990,000,0005,979,660,0002.620.22 Hist 06/30/2023
AUTOZONE INC AZOCommon3,300-2,7008,228,088,0008,215,236,0003.600.02 Hist 06/30/2023
Clearwater Paper Corp CLWCOM300,000-85,3739,396,000,0009,381,510,0004.11  Hist 06/30/2023
Vistra Corp. VSTCommon380,000-720,0009,975,000,0009,951,900,0004.360.10 Hist 06/30/2023
MICROSOFT CORP MSFTCommon40,000-12,50013,621,600,00013,609,373,0005.960.00 Hist 06/30/2023
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