Saber Capital Managment, LLC BSM BLACK STONE MINERALS L P

Ownership history in Saber Capital Managment, LLC  ·  5 quarters on record

AI Ownership Summary

Saber Capital Managment, LLC reported BLACK STONE MINERALS L P (BSM) in 5 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 7.0% in 2025 Q4. The latest visible filing shows BSM at 6.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Saber Capital Managment, LLC's position in BLACK STONE MINERALS L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSM was reported at 6.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Saber Capital Managment, LLC held BSM — position size vs. price
% of Fund (quarterly)    BSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 572,399 -58,823 -9.3% 6.43% $8.7M 2026-05-06 $13.27
2025 Q4 ADDED 631,222 +599,981 +1920.5% 7.00% $8.4M 2026-02-13 $14.57
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Saber Capital Managment, LLC and BSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Saber Capital Managment, LLC reported owning BSM?

Saber Capital Managment, LLC reported BSM across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BSM position in Saber Capital Managment, LLC's portfolio?

The largest reported portfolio weight for BSM was 7.00% in 2025 Q4.

What is the latest reported BSM position on this page?

The most recent filing on this page is 2026 Q1, when Saber Capital Managment, LLC reported 572,399 shares, equal to 6.43% of portfolio, with an estimated market value of $8.7M.

What does the chart on this BSM ownership page compare?

The chart compares Saber Capital Managment, LLC's quarterly BSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Saber Capital Managment, LLC time their BSM position?

Based on 13F filing dates vs. subsequent BSM price moves, Saber Capital Managment, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BSM relative to SPY over the holding period was -9.2%.

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