SEC 13F Intelligence

First Sabrepoint Capital Management LP / TPB

First Sabrepoint Capital Management LP’s Turning Pt Brands Inc Position

Does First Sabrepoint Capital Management LP own Turning Pt Brands Inc (TPB)? Yes400.0K shares worth $35M (+12.60% of its 13F portfolio) as of Q1 2026.

Position Value
$35M
Q1 2026
Shares
400.0K
% of Portfolio
+12.60%
Quarters Held
24
currently held

Position History TPB

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $4MQ2 ’19: $7MQ3 ’19: $6MQ3 ’19Q4 ’19: $4MQ1 ’20: $10MQ2 ’20: $10MQ2 ’20Q3 ’20: $15MQ4 ’20: $12MQ1 ’21: $12MQ1 ’21Q2 ’21: $10MQ3 ’21: $14MQ4 ’21: $14MQ4 ’21Q1 ’22: $13MQ2 ’22: $11MQ3 ’22: $10MQ3 ’22Q4 ’22: $8MQ3 ’24: $8MQ4 ’24: $17MQ4 ’24Q1 ’25: $22MQ2 ’25: $30MQ3 ’25: $40MQ3 ’25Q4 ’25: $43MQ1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026400.0K$35M+12.60%
Q4 2025400.0K$43M+16.73%
Q3 2025400.0K$40M+12.52%
Q2 2025400.0K$30M+10.80%
Q1 2025376.8K$22M+8.31%
Q4 2024280.0K$17M+4.52%
Q3 2024174.2K$8M+2.18%
Q4 2022350.0K$8M+3.71%
Q3 2022454.3K$10M+3.96%
Q2 2022413.8K$11M+4.39%
Q1 2022386.2K$13M+4.61%
Q4 2021383.7K$14M+3.88%
Q3 2021281.8K$14M+3.63%
Q2 2021226.6K$10M+3.27%
Q1 2021226.6K$12M+3.84%
Q4 2020263.0K$12M+3.78%
Q3 2020530.0K$15M+5.28%
Q2 2020394.8K$10M+3.88%
Q1 2020450.0K$10M+3.85%
Q4 2019131.1K$4M+1.33%
Q3 2019251.7K$6M+2.59%
Q2 2019134.0K$7M+2.90%
Q1 201996.2K$4M+2.04%
Q4 2018467.1K$13M+6.68%

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 TPB.