First Sabrepoint Capital Management’s FirstCash FCFS Stock Holding History

First Sabrepoint Capital Management’s Portfolio FCFS Stock Details FCFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.2M	Sell	172,103 -5,044	-3%	-$1.1M	12.24%	2
2026 Q1	$33.3M	Sell	177,147 -17,853	-9%	-$3.23M	12.08%	2
2025 Q4	$31.1M	Sell	195,000 -5,000	-3%	-$788K	11.99%	2
2025 Q3	$31.7M	Hold	200,000	–	–	10.03%	2
2025 Q2	$27M	Buy	200,000 +34,999	+21%	+$4.48M	9.63%	3
2025 Q1	$19.9M	Buy	165,001 +26,086	+19%	+$2.96M	7.37%	2
2024 Q4	$14.4M	Sell	138,915 -61,085	-31%	-$6.58M	3.86%	5
2024 Q3	$23M	Buy	200,000 +35,000	+21%	+$3.96M	6.67%	1
2024 Q2	$17.3M	Buy	165,000 +52,000	+46%	+$6.15M	5.22%	4
2024 Q1	$14.4M	Sell	113,000 -124,500	-52%	-$14.4M	3.85%	9
2023 Q4	$25.7M	Sell	237,500 -32,500	-12%	-$3.52M	8.48%	2
2023 Q3	$27.1M	Buy	270,000 +162,000	+150%	+$15.3M	11.56%	1
2023 Q2	$10.1M	Buy	+108,000	New	+$10.6M	4.41%	11

Other funds holding FCFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Sabrepoint Capital Management's FCFS Position: Q2 2026 in Review

First Sabrepoint Capital Management reduced its FirstCash (FCFS) stake by 2.8% in Q2 2026, selling an estimated $1.1M and leaving 172,103 shares worth $37.2M. The position accounts for 12.24% of the portfolio, ranked #2.

First Sabrepoint Capital Management first reported a position in FCFS in Q2 2023 and has held it in 13 quarters since. 504 funds tracked by Wall St. Rank hold FCFS as of Q2 2026.

First Sabrepoint Capital Management held 172,103 shares of FirstCash worth $37.2M as of Q2 2026.
First Sabrepoint Capital Management sold 5,044 FirstCash shares in Q2 2026, an estimated $1.1M.
FirstCash made up 12.24% of First Sabrepoint Capital Management's portfolio in Q2 2026, its #2 holding.
First Sabrepoint Capital Management first reported a position in FirstCash in Q2 2023 and has held it in 13 quarters since.
504 funds tracked by Wall St. Rank held FirstCash as of Q2 2026.

Based on First Sabrepoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.