John Huber — Saber Capital Management, LLC
John HuberSaber Capital Management, LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| NRP | Natural Resource Partners L.P. | 215,216 | $20.9M | 15.0% |
| PBI | Pitney Bowes Inc. | 934,244 | $16.4M | 11.8% |
| FCNCA | First Citizens BancShares, Inc. | 6,329 | $13.2M | 9.5% |
| FND | Floor & Decor Holdings, Inc. | 187,534 | $11.1M | 8.0% |
| BSM | Black Stone Minerals, L.P. | 616,921 | $8.6M | 6.2% |
| MCS | The Marcus Corporation | 312,599 | $7.3M | 5.3% |
| GDOT | Green Dot Corporation | 473,023 | $6.4M | 4.6% |
| DIS | The Walt Disney Company | 58,095 | $5.6M | 4.0% |
| V | Visa Inc. | 15,820 | $5.4M | 3.9% |
| CRC | California Resources Corp | 84,510 | $4.5M | 3.2% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.