John Huber's portfolio
In the Q2 2026 13F, filed July 27, 2026, Saber Capital Management reported 32 US stock positions worth $139M. The largest was Natural Resource Partners (NRP) at 15.0% of the portfolio. New positions: Green Dot (GDOT), Lifeway Foods (LWAY) and PermRock Royalty Trust (PRT). Added to: Natural Resource Partners (NRP) and First Citizens BancShares (FCNCA). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
Added to
- Natural Resource PartnersNRP$21M
- First Citizens BancSharesFCNCA$13M
- Floor & DecorFND$11M
- Black Stone MineralsBSM$9M
- VisaV$5M
- Greenfire ResourcesGFR$4M
- NetflixNFLX$4M
- Five Point HoldingsFPH$3M
- CopartCPRT$3M
- Rave RestaurantRAVE$2M
Trimmed
- Pitney BowesPBI$16M
- MarcusMCS$7M
- California ResourcesCRC$4M
- SR BancorpSRBK$4M
- Douglas EllimanDOUG$2M
- Nacco IndustriesNC$1M
- Millrose PropertiesMRP$945,373
- Lands’ EndLE$907,432
- UnitedHealth GroupUNH$789,697
- Atlassian Corp PlcTEAM$646,590
Sold out
None this quarter.
Holdings
32 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Natural Resource PartnersNRP | 15.01% | $21M | 215,216 | Added |
| Pitney BowesPBI | 11.77% | $16M | 934,244 | Trimmed |
| First Citizens BancSharesFCNCA | 9.47% | $13M | 6,329 | Added |
| Floor & DecorFND | 8.00% | $11M | 187,534 | Added |
| Black Stone MineralsBSM | 6.20% | $9M | 616,921 | Added |
| MarcusMCS | 5.27% | $7M | 312,599 | Trimmed |
| Green DotGDOT | 4.59% | $6M | 473,023 | New |
| Disney Walt | 4.02% | $6M | 58,095 | Held |
| VisaV | 3.90% | $5M | 15,820 | Added |
| California ResourcesCRC | 3.21% | $4M | 84,510 | Trimmed |
| SR BancorpSRBK | 2.95% | $4M | 208,552 | Trimmed |
| Greenfire ResourcesGFR | 2.74% | $4M | 675,236 | Added |
| NetflixNFLX | 2.59% | $4M | 50,507 | Added |
| Five Point HoldingsFPH | 2.43% | $3M | 641,995 | Added |
| Entravision Communications C | 2.42% | $3M | 258,348 | Held |
| CopartCPRT | 1.92% | $3M | 94,828 | Added |
| Cinemark Hldgs | 1.82% | $3M | 80,004 | Held |
| Douglas EllimanDOUG | 1.70% | $2M | 1,336,220 | Trimmed |
| Rave RestaurantRAVE | 1.65% | $2M | 701,483 | Added |
| IntuitINTU | 1.20% | $2M | 6,370 | Added |
| Comstock Holding CompaniesCHCI | 0.92% | $1M | 80,350 | Added |
| NVRNVR | 0.91% | $1M | 185 | Held |
| Lifeway FoodsLWAY | 0.85% | $1M | 39,412 | New |
| MicrosoftMSFT | 0.78% | $1M | 2,900 | Held |
| Nacco IndustriesNC | 0.74% | $1M | 20,626 | Trimmed |
| Millrose PropertiesMRP | 0.68% | $945,373 | 31,460 | Trimmed |
| Lands’ EndLE | 0.65% | $907,432 | 86,587 | Trimmed |
| UnitedHealth GroupUNH | 0.57% | $789,697 | 1,900 | Trimmed |
| Atlassian Corp PlcTEAM | 0.47% | $646,590 | 8,312 | Trimmed |
| BV FinancialBVFL | 0.26% | $366,711 | 17,314 | Trimmed |
| PermRock Royalty TrustPRT | 0.23% | $321,610 | 143,576 | New |
| Tilly'sTLYS | 0.06% | $86,100 | 20,500 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does John Huber own?
In the Q2 2026 13F, Saber Capital Management reported 32 US stock positions worth $139M. The largest: Natural Resource Partners (NRP) 15.0%, Pitney Bowes (PBI) 11.8%, First Citizens BancShares (FCNCA) 9.5%, Floor & Decor (FND) 8.0%, Black Stone Minerals (BSM) 6.2%.
What did John Huber buy last quarter?
In Q2 2026: new position in Green Dot (GDOT); new position in Lifeway Foods (LWAY); new position in PermRock Royalty Trust (PRT); added to Natural Resource Partners (NRP); added to First Citizens BancShares (FCNCA); added to Floor & Decor (FND).
What did John Huber sell last quarter?
In Q2 2026: cut Pitney Bowes (PBI); cut Marcus (MCS); cut California Resources (CRC).
When is John Huber's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.