John Huber Holdings Activity

Saber Capital Management Portfolio 13F

Saber Capital Management has disclosed a total of 18 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 4, bought 3 totally new, decreased the number of shares of 10 and completely sold out 1 position(s).

What stocks is John Huber buying now?

In the recent quarter John Huber has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (NRP) NATURAL RESOURCE PARTNERS LP (new buy), (FCNCA) FIRST CITIZENS BCSHS -CL A (added shares +200%), (CPRT) COPART INC (added shares +83.13%), (PNC) PNC FINANCIAL SERVICES GROUP (new buy) and (BVFL) BV FINANCIAL INC (new buy).

What does John Huber invest in?

John Huber's top 5 holdings (by % of portfolio) are (NRP) NATURAL RESOURCE PARTNERS LP (17.75%), (FND) FLOOR & DECOR HOLDINGS INC-A (10.46%), (CPRT) COPART INC (10.25%), (V) VISA INC-CLASS A SHARES (8.58%) and (MSFT) MICROSOFT CORP (8.34%).

In the latest report(s) the following changes have been made to the top investments: (NRP) NATURAL RESOURCE PARTNERS LP (new buy), (FND) FLOOR & DECOR HOLDINGS INC-A (reduced shares -3.24%), (CPRT) COPART INC (added shares +83.13%), (V) VISA INC-CLASS A SHARES (reduced shares -13.65%) and (MSFT) MICROSOFT CORP (reduced shares -33.93%).

2022 Q1 (15 results)
TWLO
-100.00%
-20,472
-5.42%
$263.34
76.50% $61.89
0.00%
SPOT
-73.28%
-47,897
-7.27%
$151.04
96.03% $296.07
2.65%
ETSY
-60.91%
-27,017
-3.37%
$124.28
51.75% $59.97
2.16%
W
-36.43%
-9,441
-1.05%
$110.79
42.60% $63.59
0.00%
AMZN
+9.12%
+10,880
+1.78%
$163.00
14.24% $186.21
21.33%
META
+10.77%
+4,224
+1.02%
$222.35
103.26% $451.96
10.49%
MSFT
+14.71%
+4,773
+1.48%
$308.30
31.90% $406.66
11.53%
MA
+27.22%
+2,589
+0.93%
$357.38
24.12% $443.58
4.34%
NFLX
+34.96%
+14,066
+5.29%
$374.59
54.66% $579.34
0.00%
CPRT
+84.84%
+30,390
+4.08%
$125.47
56.01% $55.20
8.88%
NVR
+254.46%
+518
+2.56%
$4,467.25
69.83% $7,586.55
3.56%
PSTH
buy
+52,874
+1.06%
$19.90
1.22% $20.14
1.06%
GOOGL
buy
+60,500
+8.45%
$139.07
20.25% $167.24
8.45%
V
buy
+10,739
+2.67%
$221.77
21.07% $268.49
2.67%
GOOG
buy
+4,106
+0.60%
$139.53
21.11% $168.99
0.60%
15 of 114

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.