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

• New Purchases: DHI, EZPW, LEN,
• Added Positions: SEB, LOPE, FIVN, CDAY, PGR, SPOT, PKG, PRSP, ILPT,
• Reduced Positions: TPB, DLTR, EEFT, CTRA, EGHT, DIS, SHW, IBKR, PVTL, SDI, UPLD,
• Sold Out: OLN, MIC, PLAN, ANSS, BRMR,

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

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%

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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.

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.

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.

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.

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.