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Saber Capital Managment, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1911378

$147.1M

disclosed book value

36

positions

14.2%

largest position share

Positions, as of 2026-06-30

top 38 of 36 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NRPNATURAL RESOURCE PARTNERS LP215,216$20.9M14.2%
2PBIPITNEY BOWES INC934,244$16.4M11.1%
3FCNCAFIRST CTZNS BANCSHARES INC D6,329$13.2M9%
4FNDFLOOR & DECOR HLDGS INC187,534$11.1M7.6%
5BSMBLACK STONE MINERALS L P616,921$8.6M5.9%
6MCSMARCUS CORP DEL312,599$7.3M5%
7GDOTGREEN DOT CORP473,023$6.4M4.3%
8DISDISNEY WALT CO58,095$5.6M3.8%
9VVISA INC15,820$5.4M3.7%
10CRCCALIFORNIA RES CORP84,510$4.5M3%
11SRBKSR BANCORP INC208,552$4.1M2.8%
12GFRGREENFIRE RES LTD NEW675,236$3.8M2.6%
13NFLXNETFLIX INC.50,507$3.6M2.5%
14FPHFIVE POINT HOLDINGS LLC641,995$3.4M2.3%
15EVCENTRAVISION COMMUNICATIONS C258,348$3.4M2.3%
16CPRTCOPART INC94,828$2.7M1.8%
17MUMICRON TECHNOLOGY INCPUT2,200$2.5M1.7%
18CNKCINEMARK HLDGS INC80,004$2.5M1.7%
19DOUGDOUGLAS ELLIMAN INC1.3M$2.4M1.6%
20RAVERAVE RESTAURANT GROUP INC701,483$2.3M1.6%
21SLVISHARES SILVER TRPUT38,100$2.0M1.4%
22WMTWALMART INCPUT15,400$1.7M1.2%
23INTUINTUIT6,370$1.7M1.1%
24CHCICOMSTOCK HLDG COS INC80,350$1.3M0.9%
25NVRNVR INC185$1.3M0.9%
26GLWCORNING INCPUT4,800$1.2M0.8%
27LWAYLIFEWAY FOODS INC39,412$1.2M0.8%
28MSFTMICROSOFT CORP2,900$1.1M0.7%
29NCNACCO INDS INC20,626$1.0M0.7%
30MRPMILLROSE PPTYS INC31,460$945,3730.6%
31LELANDS END INC NEW86,587$907,4320.6%
32UNHUNITEDHEALTH GROUP INC1,900$789,6970.5%
33TEAMATLASSIAN CORPORATION8,312$646,5900.4%
34NRPNATURAL RESOURCE PARTNERS LPCALL4,000$388,0000.3%
35BVFLBV FINL INC17,314$366,7110.2%
36PRTPERMROCK ROYALTY TRUST143,576$321,6100.2%
37TLYSTILLYS INC20,500$86,1000.1%
38PBIPITNEY BOWES INCCALL2,000$35,0400%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.