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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
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLV PUT ISHARES SILVER TR Financial Services 38,100.0 $2.0M 1.39% $53.47 +11.4%
22 WMT PUT WALMART INC Consumer Defensive 15,400.0 $1.7M 1.19% -500.0 -3.1% $113.26 +0.9%
23 INTU INTUIT Technology 6,370.0 $1.7M 1.13% +1K +18.7% $260.99 +28.6%
24 CHCI COMSTOCK HLDG COS INC Real Estate 80,350.0 $1.3M 0.87% +8K +11.2% $15.99 +17.4%
25 NVR NVR INC Consumer Cyclical 185.0 $1.3M 0.86% $6813.40 -7.6%
26 GLW PUT CORNING INC Technology 4,800.0 $1.2M 0.83% +3K +140.0% $255.43 -32.2%
27 LWAY LIFEWAY FOODS INC Consumer Defensive 39,412.0 $1.2M 0.80% NEW $29.84 -17.1%
28 MSFT MICROSOFT CORP Technology 2,900.0 $1.1M 0.74% $373.02 +28.8%
29 NC NACCO INDS INC Energy 20,626.0 $1.0M 0.70% $50.05 -17.1%
30 MILLROSE PPTYS INC 31,460.0 $945K 0.64% -2K -5.1% $30.05
31 LE LANDS END INC NEW Consumer Cyclical 86,587.0 $907K 0.62% -6K -6.5% $10.48 +17.6%
32 UNH UNITEDHEALTH GROUP INC Healthcare 1,900.0 $790K 0.54% -7K -79.6% $415.63 -4.8%
33 TEAM ATLASSIAN CORPORATION Technology 8,312.0 $647K 0.44% -38K -81.9% $77.79 +103.5%
34 NRP CALL NATURAL RESOURCE PARTNERS LP Energy 4,000.0 $388K 0.26% NEW $97.00 +7.2%
35 BV FINL INC 17,314.0 $367K 0.25% -14K -45.1% $21.18
36 PRT PERMROCK ROYALTY TRUST Energy 143,576.0 $322K 0.22% NEW $2.24 -2.0%
37 TLYS TILLYS INC Consumer Cyclical 20,500.0 $86K 0.06% NEW $4.20 -12.4%
38 PBI CALL PITNEY BOWES INC Industrials 2,000.0 $35K 0.02% -39K -95.2% $17.52 -8.6%
Page 2 of 2  ·  38 positions

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%