SEC 13F Intelligence

First Sabrepoint Capital Management LP / DIS

First Sabrepoint Capital Management LP’s Disney Walt Co Position

Does First Sabrepoint Capital Management LP own Disney Walt Co (DIS)? Not currently — the last reported position was 55.0K shares worth $8M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2019
Shares
55.0K
% of Portfolio
+2.82%
Quarters Held
5
position exited

Position History DIS

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $6MQ1 ’19Q2 ’19: $10MQ2 ’19Q3 ’19: $10MQ3 ’19Q4 ’19: $8MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201955.0K$8M+2.82%
Q3 201980.0K$10M+4.65%
Q2 201970.0K$10M+4.33%
Q1 201955.0K$6M+2.82%
Q4 201881.5K$9M+4.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Sabrepoint Capital Management LP’s full portfolio or all institutional holders of DIS.