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
2025 Q1	–	Sell	-219,900	Closed	-$22.8M	–	40
2024 Q4	$22.8M	Buy	219,900 +90,400	+70%	+$9.74M	6.11%	1
2024 Q3	$14.9M	Sell	129,500 -199,100	-61%	-$22.5M	4.32%	7
2024 Q2	$34.5M	Buy	328,600 +72,600	+28%	+$8.58M	10.39%	1
2024 Q1	$32.7M	Buy	256,000 +14,300	+6%	+$1.66M	8.73%	1
2023 Q4	$26.2M	Buy	241,700 +235,300	+3,677%	+$25.5M	8.63%	1
2023 Q3	$642K	Buy	+6,400	New	+$605K	0.27%	32

Other funds holding FCFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Sabrepoint Capital Management's FCFS Position: Q1 2026 in Review

First Sabrepoint Capital Management reduced its FirstCash (FCFS) stake by 9.2% in Q1 2026, selling an estimated $3.23M and leaving 177,147 shares worth $33.3M. The position accounts for 12.08% of the portfolio, ranked #2.

First Sabrepoint Capital Management first reported a position in FCFS in Q2 2023 and has held it in 12 quarters since. 468 funds tracked by Wall St. Rank hold FCFS as of Q1 2026.

First Sabrepoint Capital Management held 177,147 shares of FirstCash worth $33.3M as of Q1 2026.
First Sabrepoint Capital Management sold 17,853 FirstCash shares in Q1 2026, an estimated $3.23M.
FirstCash made up 12.08% of First Sabrepoint Capital Management's portfolio in Q1 2026, its #2 holding.
First Sabrepoint Capital Management first reported a position in FirstCash in Q2 2023 and has held it in 12 quarters since.
468 funds tracked by Wall St. Rank held FirstCash as of Q1 2026.

Based on First Sabrepoint Capital Management's 13F filing for Q1 2026, filed 15 May 2026.