Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Saber Capital Managment, LLC (CIK 1911378) reported $134.7M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NRP ($25.3M, 18.82%), PBI ($12.7M, 9.44%), FCNCA ($11.8M, 8.79%), MCS ($8.7M, 6.44%), BSM ($8.7M, 6.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NRP | NATURAL RESOURCE PARTNERS LP | $25.3M | 18.82% | 209,467 | Added |
| 2 | PBI | PITNEY BOWES INC | $12.7M | 9.44% | 1.1M | Added |
| 3 | FCNCA | FIRST CTZNS BANCSHARES INC D | $11.8M | 8.79% | 6,278 | Trimmed |
| 4 | MCS | MARCUS CORP DEL | $8.7M | 6.44% | 504,772 | Trimmed |
| 5 | BSM | BLACK STONE MINERALS L P | $8.7M | 6.43% | 572,399 | Trimmed |
| 6 | CNK | CINEMARK HLDGS INC | $6.5M | 4.86% | 229,627 | Trimmed |
| 7 | CRC | CALIFORNIA RES CORP | $5.9M | 4.40% | 85,658 | Trimmed |
| 8 | DIS | DISNEY WALT CO | $4.6M | 3.43% | 47,985 | Added |
| 9 | V | VISA INC | $4.6M | 3.41% | 15,193 | Added |
| 10 | GFR | GREENFIRE RES LTD NEW | $4.2M | 3.15% | 670,713 | Trimmed |
| 11 | NFLX | NETFLIX INC. | $4.0M | 2.94% | 41,135 | New |
| 12 | SRBK | SR BANCORP INC | $3.9M | 2.92% | 232,999 | Trimmed |
| 13 | FND | FLOOR & DECOR HLDGS INC | $3.9M | 2.92% | 77,451 | New |
| 14 | CPRT | COPART INC | $3.1M | 2.33% | 94,652 | Trimmed |
| 15 | TEAM | ATLASSIAN CORPORATION | $3.1M | 2.32% | 45,825 | New |
| 16 | SLV | ISHARES SILVER TR | $2.6M | 1.92% | 38,000 | New |
| 17 | UNH | UNITEDHEALTH GROUP INC | $2.5M | 1.87% | 9,326 | Trimmed |
| 18 | INTU | INTUIT | $2.3M | 1.72% | 5,365 | New |
| 19 | DOUG | DOUGLAS ELLIMAN INC | $2.2M | 1.67% | 1.4M | Added |
| 20 | WMT | WALMART INC | $2.0M | 1.47% | 15,900 | Added |
| 21 | FPH | FIVE POINT HOLDINGS LLC | $1.9M | 1.45% | 402,259 | Added |
| 22 | CHCI | COMSTOCK HLDG COS INC | $1.4M | 1.02% | 72,279 | Added |
| 23 | NVR | NVR INC | $1.2M | 0.91% | 185 | Trimmed |
| 24 | WDAY | WORKDAY INC | $1.2M | 0.86% | 8,868 | New |
| 25 | NC | NACCO INDS INC | $1.1M | 0.80% | 20,628 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31