John Huber Holdings Activity

Saber Capital Management Portfolio 13F

Saber Capital Management has disclosed a total of 17 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 6, bought 2 totally new, decreased the number of shares of 6 and completely sold out 3 position(s).

What stocks is John Huber buying now?

In the recent quarter John Huber has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (CPRT) COPART INC (added shares +86.14%), (CNK) CINEMARK HOLDINGS INC (new buy), (BAC) BANK OF AMERICA CORP (added shares +38.73%), (FND) FLOOR & DECOR HOLDINGS INC-A (added shares +7.89%) and (USB) US BANCORP (new buy).

What does John Huber invest in?

John Huber's top 5 holdings (by % of portfolio) are (V) VISA INC-CLASS A SHARES (13.45%), (AMZN) AMAZONCOM INC (12.73%), (MSFT) MICROSOFT CORP (11.64%), (FND) FLOOR & DECOR HOLDINGS INC-A (9.87%) and (CPRT) COPART INC (8.79%).

In the latest report(s) the following changes have been made to the top investments: (V) VISA INC-CLASS A SHARES (added shares +0.19%), (AMZN) AMAZONCOM INC (reduced shares -0.7%), (MSFT) MICROSOFT CORP (reduced shares -0.03%), (FND) FLOOR & DECOR HOLDINGS INC-A (added shares +7.89%) and (CPRT) COPART INC (added shares +86.14%).

2022 Q4 (17 results)
CNK
buy
+328,722
+3.11%
$8.66
48.96% $12.90
3.11%
USB
buy
+13,520
+0.64%
$43.61
20.91% $34.49
0.64%
CPRT
+86.14%
+42,792
+4.07%
$60.89
15.83% $70.53
8.79%
BAC
+38.73%
+49,906
+1.81%
$33.12
16.21% $27.75
6.47%
FND
+7.89%
+9,488
+0.72%
$69.63
32.73% $92.42
9.87%
V
+0.19%
+75
+0.03%
$207.76
4.98% $218.10
13.45%
GOOGL
+0.19%
+132
+0.01%
$88.23
14.72% $101.22
6.59%
JPM
+0.17%
+63
+0.01%
$134.10
5.23% $127.09
7.96%
MSFT
-0.03%
-12
-0.00%
$239.82
13.51% $272.23
11.64%
PHM
-0.07%
-19
-0.00%
$45.53
21.52% $55.33
1.36%
AMZN
-0.70%
-702
-0.09%
$84.00
16.32% $97.71
12.73%
GOOG
-0.95%
-60
-0.01%
$88.73
14.88% $101.93
0.61%
GS
-4.74%
-924
-0.35%
$343.38
9.90% $309.40
6.98%
META
-30.83%
-8,941
-1.18%
$120.34
64.38% $197.81
2.64%
ETSY
-100.00%
-17,150
-1.88%
$100.12
8.23% $108.36
0.00%
MA
-100.00%
-8,947
-4.06%
$315.47
10.66% $349.10
0.00%
SPOT
-100.00%
-16,762
-1.58%
$86.33
46.46% $126.43
0.00%
2022 Q3 (15 results)
JPM
buy
+54,216
+6.12%
$104.51
21.61% $127.09
6.12%
FND
+49.52%
+30,859
+3.02%
$70.26
31.54% $92.42
9.13%
PHM
+3.16%
+840
+0.03%
$37.49
47.59% $55.33
1.11%
BAC
+1.26%
+1,268
+0.05%
$30.20
8.10% $27.75
4.21%
GOOG
+0.96%
+48
+0.01%
$96.21
5.94% $101.93
0.66%
NVR
+0.64%
+6
+0.04%
$3,987.32
37.94% $5,500.00
6.11%
V
+0.44%
+189
+0.05%
$177.64
22.78% $218.10
11.35%
MSFT
+0.11%
+51
+0.01%
$232.90
16.89% $272.23
11.18%
CPRT
+0.11%
+80
+0.01%
$106.40
33.71% $70.53
8.16%
AMZN
-0.50%
-708
-0.09%
$113.00
13.53% $97.71
17.06%
SPOT
-2.41%
-414
-0.04%
$86.33
46.46% $126.43
0.00%
MA
-2.65%
-243
-0.11%
$315.47
10.66% $349.10
0.00%
META
-7.67%
-2,408
-0.35%
$135.67
45.80% $197.81
4.25%
GS
-8.17%
-1,737
-0.55%
$293.05
5.58% $309.40
6.18%
PSTH
-100.00%
-190,874
-4.10%
$19.89
1.27% $20.14
0.00%
2022 Q2 (18 results)
FND
buy
+80,404
+5.54%
$62.96
46.80% $92.42
5.54%
BAC
buy
+127,251
+4.34%
$31.13
10.85% $27.75
4.34%
PHM
buy
+21,775
+1.15%
$39.62
39.67% $55.33
1.15%
GS
buy
+18,061
+6.91%
$297.00
4.17% $309.40
6.91%
V
+390.40%
+46,844
+10.10%
$196.90
10.77% $218.10
12.69%
PSTH
+261.00%
+138,000
+3.01%
$19.89
1.27% $20.14
0.00%
NVR
+77.58%
+616
+2.70%
$4,004.26
37.35% $5,500.00
6.18%
GOOG
+46.05%
+1,980
+0.24%
$109.39
6.82% $101.93
0.75%
MSFT
+19.16%
+5,955
+2.01%
$256.84
5.99% $272.23
12.48%
GOOGL
+12.79%
+6,811
+0.92%
$108.97
7.11% $101.22
8.15%
AMZN
+7.77%
+10,120
+1.18%
$106.21
8.01% $97.71
16.33%
CPRT
+0.64%
+390
+0.05%
$108.66
35.09% $70.53
8.44%
MA
-0.05%
-6
-0.00%
$315.47
10.66% $349.10
4.18%
ETSY
-1.10%
-190
-0.02%
$73.59
47.26% $108.36
1.38%
SPOT
-1.66%
-290
-0.03%
$93.85
34.71% $126.43
1.77%
META
-33.13%
-15,556
-2.75%
$161.25
22.67% $197.81
5.55%
NFLX
-100.00%
-54,296
-22.28%
$374.59
18.54% $305.13
0.00%
W
-100.00%
-16,473
-2.00%
$110.79
71.71% $31.34
0.00%
50 of 65

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.