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First Sabrepoint Capital Management Lp Buys Seaboard Corp, Grand Canyon Education Inc, D.R. Horton Inc, Sells Turning Point Brands Inc, Dollar Tree Inc, Olin Corp

Investment company First Sabrepoint Capital Management Lp buys Seaboard Corp, Grand Canyon Education Inc, D.R. Horton Inc, EZCORP Inc, Five9 Inc, Ceridian HCM Holding Inc, Progressive Corp, Lennar Corp, Spotify Technology SA, Packaging Corp of America, sells Turning Point Brands Inc, Dollar Tree Inc, Olin Corp, Macquarie Infrastructure Corp, Euronet Worldwide Inc, Contura Energy Inc, 8x8 Inc, Anaplan Inc, The Walt Disney Co, Sherwin-Williams Co, Interactive Brokers Group Inc, Ansys Inc, Blue Ridge Mountain Resources Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, First Sabrepoint Capital Management Lp. As of 2019Q1, First Sabrepoint Capital Management Lp owns 24 stocks with a total value of $198 million. These are the details of the buys and sells.

For the details of FIRST SABREPOINT CAPITAL MANAGEMENT LP's stock buys and sells, go to https://www.gurufocus.com/guru/first+sabrepoint+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of FIRST SABREPOINT CAPITAL MANAGEMENT LP
  1. Grand Canyon Education Inc (LOPE) - 200,000 shares, 11.56% of the total portfolio. Shares added by 48.15%
  2. Seaboard Corp (SEB) - 3,646 shares, 7.89% of the total portfolio. Shares added by 421.60%
  3. Industrial Logistics Properties Trust (ILPT) - 695,960 shares, 7.09% of the total portfolio. Shares added by 4.66%
  4. Clearwater Paper Corp (CLW) - 644,966 shares, 6.34% of the total portfolio. Shares added by 0.78%
  5. Five9 Inc (FIVN) - 232,709 shares, 6.21% of the total portfolio. Shares added by 48.25%
New Purchase: D.R. Horton Inc (DHI)

First Sabrepoint Capital Management Lp initiated holding in D.R. Horton Inc. The purchase prices were between $34.66 and $42.54, with an estimated average price of $39.07. The stock is now traded at around $43.98. The impact to a portfolio due to this purchase was 3.13%. The holding were 150,000 shares as of .

New Purchase: EZCORP Inc (EZPW)

First Sabrepoint Capital Management Lp initiated holding in EZCORP Inc. The purchase prices were between $7.73 and $10.35, with an estimated average price of $9.41. The stock is now traded at around $9.17. The impact to a portfolio due to this purchase was 3.07%. The holding were 653,481 shares as of .

New Purchase: Lennar Corp (LEN)

First Sabrepoint Capital Management Lp initiated holding in Lennar Corp. The purchase prices were between $39.15 and $51.67, with an estimated average price of $46.62. The stock is now traded at around $52.75. The impact to a portfolio due to this purchase was 1.49%. The holding were 60,000 shares as of .

Added: Seaboard Corp (SEB)

First Sabrepoint Capital Management Lp added to a holding in Seaboard Corp by 421.60%. The purchase prices were between $3501.37 and $4310, with an estimated average price of $3844.88. The stock is now traded at around $4207.00. The impact to a portfolio due to this purchase was 6.38%. The holding were 3,646 shares as of .

Added: Grand Canyon Education Inc (LOPE)

First Sabrepoint Capital Management Lp added to a holding in Grand Canyon Education Inc by 48.15%. The purchase prices were between $90.83 and $118.83, with an estimated average price of $102.76. The stock is now traded at around $114.29. The impact to a portfolio due to this purchase was 3.76%. The holding were 200,000 shares as of .

Added: Five9 Inc (FIVN)

First Sabrepoint Capital Management Lp added to a holding in Five9 Inc by 48.25%. The purchase prices were between $40.98 and $56.49, with an estimated average price of $50.72. The stock is now traded at around $48.45. The impact to a portfolio due to this purchase was 2.02%. The holding were 232,709 shares as of .

Added: Ceridian HCM Holding Inc (CDAY)

First Sabrepoint Capital Management Lp added to a holding in Ceridian HCM Holding Inc by 68.18%. The purchase prices were between $33.23 and $51.38, with an estimated average price of $43.99. The stock is now traded at around $49.05. The impact to a portfolio due to this purchase was 1.94%. The holding were 185,000 shares as of .

Added: Progressive Corp (PGR)

First Sabrepoint Capital Management Lp added to a holding in Progressive Corp by 151.42%. The purchase prices were between $58.23 and $73.61, with an estimated average price of $68.37. The stock is now traded at around $73.64. The impact to a portfolio due to this purchase was 1.93%. The holding were 87,997 shares as of .

Added: Spotify Technology SA (SPOT)

First Sabrepoint Capital Management Lp added to a holding in Spotify Technology SA by 53.85%. The purchase prices were between $109.02 and $151.19, with an estimated average price of $136.52. The stock is now traded at around $133.58. The impact to a portfolio due to this purchase was 1.23%. The holding were 50,000 shares as of .

Sold Out: Olin Corp (OLN)

First Sabrepoint Capital Management Lp sold out a holding in Olin Corp. The sale prices were between $20.1 and $27.12, with an estimated average price of $23.88.

Sold Out: Macquarie Infrastructure Corp (MIC)

First Sabrepoint Capital Management Lp sold out a holding in Macquarie Infrastructure Corp. The sale prices were between $36.56 and $43.67, with an estimated average price of $41.04.

Sold Out: Anaplan Inc (PLAN)

First Sabrepoint Capital Management Lp sold out a holding in Anaplan Inc. The sale prices were between $24 and $40.68, with an estimated average price of $33.5.

Sold Out: Ansys Inc (ANSS)

First Sabrepoint Capital Management Lp sold out a holding in Ansys Inc. The sale prices were between $137.64 and $182.71, with an estimated average price of $168.7.

Sold Out: Blue Ridge Mountain Resources Inc (BRMR)

First Sabrepoint Capital Management Lp sold out a holding in Blue Ridge Mountain Resources Inc. The sale prices were between $2 and $4.88, with an estimated average price of $4.25.



Here is the complete portfolio of FIRST SABREPOINT CAPITAL MANAGEMENT LP. Also check out:

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3. FIRST SABREPOINT CAPITAL MANAGEMENT LP's High Yield stocks
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