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Portfolio (Quarterly) Guide ↗

Saber Capital Managment, LLC

· CIK 0001911378
13F Portfolio $135M AUM 34 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 9 Added 12 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC. Communication Services 41,135.0 $4.0M 2.94% NEW $96.15 -7.9%
2 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 77,451.0 $3.9M 2.92% NEW $50.80 -5.1%
3 TEAM ATLASSIAN CORPORATION Technology 45,825.0 $3.1M 2.32% NEW $68.25 +25.2%
4 SLV PUT ISHARES SILVER TR Financial Services 38,000.0 $2.6M 1.92% NEW $68.14 +0.3%
5 INTU INTUIT Technology 5,365.0 $2.3M 1.72% NEW $432.38 -26.0%
6 WDAY WORKDAY INC Technology 8,868.0 $1.2M 0.86% NEW $129.92 -1.4%
7 LE LANDS END INC NEW Consumer Cyclical 92,643.0 $1.0M 0.77% NEW $11.24 +3.8%
8 MU PUT MICRON TECHNOLOGY INC Technology 1,200.0 $405K 0.30% NEW $337.84 +122.3%
9 GLW PUT CORNING INC Technology 2,000.0 $272K 0.20% NEW $135.97 +42.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 33.3%
Communication Services 19.3%
Financial Services 16.5%
Industrials 12.5%
Technology 6.2%
Consumer Cyclical 5.6%
Real Estate 4.5%
Healthcare 2.0%