Sib as of Sept. 30, 2014
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 12.8 | $18M | 257k | 70.64 | |
| Ryanair Holdings | 10.6 | $15M | 267k | 56.43 | |
| Quanta Services (PWR) | 8.2 | $12M | 322k | 36.29 | |
| J.B. Hunt Transport Services (JBHT) | 7.9 | $11M | 152k | 74.05 | |
| Knight Transportation | 7.3 | $11M | 382k | 27.39 | |
| Lowe's Companies (LOW) | 5.2 | $7.4M | 140k | 52.92 | |
| Texas Roadhouse (TXRH) | 4.9 | $7.0M | 253k | 27.84 | |
| Heartland Express (HTLD) | 4.8 | $6.8M | 285k | 23.96 | |
| Urban Outfitters (URBN) | 4.6 | $6.5M | 178k | 36.70 | |
| Lululemon Athletica (LULU) | 4.3 | $6.2M | 147k | 42.01 | |
| Southwestern Energy Company (SWN) | 4.0 | $5.7M | 163k | 34.95 | |
| Celgene Corporation | 3.3 | $4.8M | 50k | 94.78 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.1 | $4.4M | 37k | 118.17 | |
| CarMax (KMX) | 3.0 | $4.2M | 92k | 46.45 | |
| Coach | 2.7 | $3.8M | 106k | 35.61 | |
| American Axle & Manufact. Holdings (AXL) | 2.3 | $3.3M | 196k | 16.77 | |
| Dick's Sporting Goods (DKS) | 2.2 | $3.2M | 72k | 43.88 | |
| Thor Industries (THO) | 2.2 | $3.1M | 61k | 51.50 | |
| Carnival Corporation (CCL) | 1.7 | $2.5M | 61k | 40.16 | |
| Toll Brothers (TOL) | 1.6 | $2.3M | 74k | 31.17 | |
| Staples | 1.1 | $1.6M | 132k | 12.10 | |
| Francescas Hldgs Corp | 0.9 | $1.3M | 90k | 13.94 | |
| Pulte (PHM) | 0.6 | $830k | 47k | 17.66 | |
| Safe Bulkers Inc Com Stk (SB) | 0.6 | $786k | 118k | 6.66 | |
| Lennar Corporation (LEN) | 0.1 | $217k | 5.6k | 38.75 | |
| Zoe's Kitchen | 0.0 | $6.0k | 200.00 | 30.00 |
