Saber Capital Managment, LLC — 13F holdings

Saber Capital Managment, LLC reported 38 holdings worth $147M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. NRP NATURAL RESOURCE PARTNERS L — $21.3M (14.5%)
2. PBI PITNEY BOWES INC — $16.4M (11.2%)
3. FCNCA FIRST CTZNS BANCSHARES INC D — $13.2M (9.0%)
4. FND FLOOR & DECOR HLDGS INC — $11.1M (7.6%)
5. BSM BLACK STONE MINERALS L P — $8.62M (5.9%)
6. MCS MARCUS CORP DEL — $7.33M (5.0%)
7. GDOT GREEN DOT CORP — $6.39M (4.3%)
8. DIS DISNEY WALT CO — $5.59M (3.8%)
9. V Visa Inc — $5.43M (3.7%)
10. CRC CALIFORNIA RES CORP — $4.47M (3.0%)