SabreSABR
About: Sabre holds the number-two air booking volume share in the global distribution system industry. The travel solutions segment represented 91% of total 2023 revenue, split between distribution (78% of segment sales) and airline IT solutions (22%) revenue. The company also has a growing hotel IT solutions division (9% of revenue). Transaction fees, which are mostly tied to volume and not price, account for the bulk of sales and profits.
Employees: 6,232
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
52% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 29
38% more capital invested
Capital invested by funds: $944M [Q2] → $1.3B (+$360M) [Q3]
6% more funds holding
Funds holding: 239 [Q2] → 254 (+15) [Q3]
6% more call options, than puts
Call options by funds: $34.6M | Put options by funds: $32.7M
0.41% less ownership
Funds ownership: 92.56% [Q2] → 92.15% (-0.41%) [Q3]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q2] → 4 (-1) [Q3]
27% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 89
Research analyst outlook
We haven’t received any recent analyst ratings for SABR.
Financial journalist opinion
Based on 15 articles about SABR published over the past 30 days
