FIRST SABREPOINT CAPITAL MANAGEMENT LP

Position in TFIN — Triumph Financial, Inc.

CIK 1731530 DALLAS, TX

Position in TFIN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,828,050

+$5,226,135 QoQ

Shares Held

155,000

+40.1% QoQ

Ownership

0.649%

of shares outstanding

% of Portfolio

5.18%

of 13F equity value

Holder Rank

#28

of 226 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST SABREPOINT CAPITAL MANAGEMENT LP holds $11,828,050 across 1 Banks - Regional name. TFIN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TFIN	Triumph Financial, Inc. This page	155,000	$11,828,050

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,828,050	155,000	+40.1%	Shares	Sole	2026-08-14
2026-03-31	$6,601,915	110,659	+23.4%	Shares	Sole	2026-05-15
2025-12-31	$5,617,409	89,692	+12.1%	Shares	Sole	2026-02-13
2025-03-31	$4,624,000	80,000	+18.5%	Shares	Sole	2025-05-15
2024-12-31	$6,133,309	67,488	-32.5%	Shares	Sole	2025-02-14
2024-09-30	$7,954,000	100,000	-38.8%	Shares	Sole	2024-11-15
2024-06-30	$13,357,950	163,400	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$13,087,800	165,000	0.0%	Shares	Sole	2024-05-15
2023-12-31	$13,229,700	165,000	-7.6%	Shares	Sole	2024-02-14
2023-09-30	$11,571,494	178,600	+5.1%	Shares	Sole	2023-11-14
2023-06-30	$10,322,400	170,000	-4.3%	Shares	Sole	2023-08-14
2023-03-31	$10,319,003	177,730	+3.9%	Shares	Sole	2023-05-15
2022-12-31	$8,356,770	171,000	+48.7%	Shares	Sole	2023-02-13
2022-09-30	$6,250,250	115,000	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.