FIRST SABREPOINT CAPITAL MANAGEMENT LP
Position in EGY — Vaalco Energy Inc /De/
CIK 1731530
DALLAS, TX
Position in EGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,764,000
+$7,888,000 QoQ
Shares Held
3,300,000
+135.7% QoQ
Ownership
3.14%
of shares outstanding
% of Portfolio
7.08%
of 13F equity value
Holder Rank
#7
of 177 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EGY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026FIRST SABREPOINT CAPITAL MANAGEMENT LP holds $27,834,400 across 3 Oil & Gas E&P names. EGY ranks #1 (60.2% of the industry book) .
All Filings in EGY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,764,000 | 3,300,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,876,000 | 1,400,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,496,400 | 1,510,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,638,000 | 1,900,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,220,000 | 2,000,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,520,000 | 2,000,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,521,500 | 1,950,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,323,000 | 1,450,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,434,274 | 1,504,669 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,476,300 | 1,790,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,633,000 | 1,700,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,060,040 | 1,836,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,152,000 | 2,700,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,645,500 | 2,350,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,524,000 | 1,650,000 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||