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Portfolio (Quarterly) Guide ↗

Saber Capital Managment, LLC

· CIK 0001911378
13F Portfolio $147M AUM 38 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 14 Added 13 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PBI PITNEY BOWES INC Industrials 934,244.0 $16.4M 11.13% -175K -15.7% $17.52 -7.7%
2 MCS MARCUS CORP DEL Communication Services 312,599.0 $7.3M 4.99% -192K -38.1% $23.46 +27.1%
3 CRC CALIFORNIA RES CORP Energy 84,510.0 $4.5M 3.04% -1K -1.3% $52.87 +0.5%
4 SRBK SR BANCORP INC Financial Services 208,552.0 $4.1M 2.79% -24K -10.5% $19.68 +2.8%
5 CNK CINEMARK HLDGS INC Communication Services 80,004.0 $2.5M 1.73% -150K -65.2% $31.73 +15.7%
6 DOUG DOUGLAS ELLIMAN INC Real Estate 1,336,220.0 $2.4M 1.61% -32K -2.3% $1.77 +6.2%
7 WMT PUT WALMART INC Consumer Defensive 15,400.0 $1.7M 1.19% -500.0 -3.1% $113.26 +1.7%
8 MILLROSE PPTYS INC 31,460.0 $945K 0.64% -2K -5.1% $30.05
9 LE LANDS END INC NEW Consumer Cyclical 86,587.0 $907K 0.62% -6K -6.5% $10.48 +14.0%
10 UNH UNITEDHEALTH GROUP INC Healthcare 1,900.0 $790K 0.54% -7K -79.6% $415.63 -5.2%
11 TEAM ATLASSIAN CORPORATION Technology 8,312.0 $647K 0.44% -38K -81.9% $77.79 +109.5%
12 BV FINL INC 17,314.0 $367K 0.25% -14K -45.1% $21.18
13 PBI CALL PITNEY BOWES INC Industrials 2,000.0 $35K 0.02% -39K -95.2% $17.52 -7.7%

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 26.4%
Financial Services 21.7%
Communication Services 16.8%
Industrials 14.2%
Consumer Cyclical 11.7%
Real Estate 5.3%
Technology 2.5%
Consumer Defensive 0.9%
Healthcare 0.6%