0001731530-23-000001.txt : 20230213 0001731530-23-000001.hdr.sgml : 20230213 20230213130733 ACCESSION NUMBER: 0001731530-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIRST SABREPOINT CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001731530 IRS NUMBER: 811648421 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18558 FILM NUMBER: 23616451 BUSINESS ADDRESS: STREET 1: 8750 NORTH CENTRAL EXPRESSWAY STREET 2: SUITE 920 CITY: DALLAS STATE: TX ZIP: 75231 BUSINESS PHONE: 214 432 1593 MAIL ADDRESS: STREET 1: 8750 NORTH CENTRAL EXPRESSWAY STREET 2: SUITE 920 CITY: DALLAS STATE: TX ZIP: 75231 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001731530 XXXXXXXX 12-31-2022 12-31-2022 FIRST SABREPOINT CAPITAL MANAGEMENT LP

8750 NORTH CENTRAL EXPRESSWAY SUITE 920 DALLAS TX 75231

13F HOLDINGS REPORT 028-18558 000283638 801-115038 N Jean Fonteneau 214-432-1593 /s/ Jean Fonteneau Dallas TX 02-13-2023 0 23 204009362 false INFORMATION TABLE 2 SPCMQ413F.xml AMERICAS CAR-MART INC COM 03062T105 2222934 30763 SH SOLE 30763 0 0 AUTOZONE INC COM 053332102 12330900 5000 SH SOLE 5000 0 0 AZENTA INC COM 114340102 5530900 95000 SH SOLE 95000 0 0 CLEARWATER PAPER CORP COM 18538R103 13706125 362500 SH SOLE 362500 0 0 D R HORTON INC COM 23331A109 13371000 150000 SH SOLE 150000 0 0 EVENTBRITE INC COM CL A 29975E109 1424326 243059 SH SOLE 243059 0 0 GRAND CANYON ED INC COM 38526M106 21132000 200000 SH SOLE 200000 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 8538000 200000 SH SOLE 200000 0 0 KOSMOS ENERGY LTD COM 500688106 13996452 2200700 SH SOLE 2200700 0 0 LEONARDO DRS INC COM 52661A108 8946000 700000 SH SOLE 700000 0 0 MATCH GROUP INC NEW COM 57667L107 4862960 117208 SH SOLE 117208 0 0 MICROSOFT CORP COM 594918104 9592800 40000 SH SOLE 40000 0 0 OMNIAB INC COM 68218J103 5220000 1450000 SH SOLE 1450000 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 3376120 4000 SH SOLE 4000 0 0 PAPA JOHNS INTL INC COM 698813102 5185530 63000 SH SOLE 63000 0 0 SEMRUSH HLDGS INC CL A COM 81686C104 848245 104207 SH SOLE 104207 0 0 TARGET HOSPITALITY CORP COM 87615L107 6813000 450000 SH SOLE 450000 0 0 TRIUMPH FINANCIAL INC COM 89679E300 8356770 171000 SH SOLE 171000 0 0 TURNING PT BRANDS INC COM 90041L105 7570500 350000 SH SOLE 350000 0 0 UPWORK INC COM 91688F104 5742000 550000 SH SOLE 550000 0 0 VAALCO ENERGY INC COM NEW 91851C201 7524000 1650000 SH SOLE 1650000 0 0 VISTRA CORP COM 92840M102 23200000 1000000 SH SOLE 1000000 0 0 WALKER & DUNLOP INC COM 93148P102 14518800 185000 SH SOLE 185000 0 0