Saber Capital Managment, LLC
Top Portfolio Positions
33 positions ·
$134,668,551 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NRP |
Natural Resource Partners LP
Energy
|
209,467 | $25,345,507 | 18.82% | |
| PBI |
Pitney Bowes Inc /De/
Industrials
|
1,149,965 | $12,707,113 | 9.44% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
6,278 | $11,831,895 | 8.79% | |
| MCS |
Marcus Corp
Communication Services
|
504,772 | $8,666,935 | 6.44% | |
| BSM |
Black Stone Minerals, L.P.
Energy
|
572,399 | $8,654,672 | 6.43% | |
| CNK |
Cinemark Holdings, Inc.
Communication Services
|
229,627 | $6,548,962 | 4.86% | |
| CRC |
California Resources Corp
Energy
|
85,658 | $5,929,246 | 4.40% | |
| DIS |
Walt Disney Co
Communication Services
|
47,985 | $4,624,794 | 3.43% | |
| V |
Visa Inc.
Financial Services
|
15,193 | $4,591,932 | 3.41% | |
| GFR |
Greenfire Resources Ltd.
Energy
|
670,713 | $4,238,906 | 3.15% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BSM
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,654,672 | 572,399 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,388,940 | 631,222 | Shares | Sole | 2026-02-13 | |
| 2023-09-30 | $538,282 | 31,241 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $438,752 | 27,508 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $435,899 | 27,782 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||