First Sabrepoint Capital Management’s Vaalco Energy EGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.88M	Sell	1,400,000 -110,000	-7%	-$554K	3.63%	8
2025 Q4	$5.5M	Sell	1,510,000 -390,000	-21%	-$1.44M	2.26%	19
2025 Q3	$7.64M	Sell	1,900,000 -100,000	-5%	-$386K	3.08%	14
2025 Q2	$7.22M	Hold	2,000,000	–	–	3.09%	14
2025 Q1	$7.52M	Buy	2,000,000 +50,000	+3%	+$209K	3.15%	17
2024 Q4	$8.52M	Buy	1,950,000 +500,000	+34%	+$2.66M	3.19%	17
2024 Q3	$8.32M	Sell	1,450,000 -54,669	-4%	-$345K	3.21%	16
2024 Q2	$9.43M	Sell	1,504,669 -285,331	-16%	-$1.84M	3.99%	14
2024 Q1	$12.5M	Buy	1,790,000 +90,000	+5%	+$422K	5.55%	13
2023 Q4	$7.63M	Sell	1,700,000 -136,000	-7%	-$598K	3.47%	18
2023 Q3	$8.06M	Sell	1,836,000 -864,000	-32%	-$3.76M	3.74%	12
2023 Q2	$10.2M	Buy	2,700,000 +350,000	+15%	+$1.43M	4.44%	9
2023 Q1	$10.6M	Buy	2,350,000 +700,000	+42%	+$3.2M	4.47%	9
2022 Q4	$7.52M	Buy	+1,650,000	New	+$8.29M	3.69%	13