SEC 13F Intelligence

First Sabrepoint Capital Management LP / SEB

First Sabrepoint Capital Management LP’s Seaboard Corp Del Position

Does First Sabrepoint Capital Management LP own Seaboard Corp Del (SEB)? Not currently — the last reported position was 2.8K shares worth $8M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2020
Shares
2.8K
% of Portfolio
+2.74%
Quarters Held
9
position exited

Position History SEB

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $16MQ2 ’19: $26MQ2 ’19Q3 ’19: $27MQ4 ’19: $26MQ4 ’19Q1 ’20: $19MQ2 ’20: $16MQ2 ’20Q3 ’20: $13MQ4 ’20: $8MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20202.8K$8M+2.74%
Q3 20204.6K$13M+4.66%
Q2 20205.3K$16M+6.17%
Q1 20206.7K$19M+7.63%
Q4 20196.0K$26M+9.04%
Q3 20196.2K$27M+12.08%
Q2 20196.2K$26M+11.36%
Q1 20193.6K$16M+7.20%
Q4 2018699$2M+1.30%

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 SEB.