Sib as of March 31, 2018
Portfolio Holdings for Sib
Sib holds 25 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 15.9 | $22M | 150k | 146.97 | |
| Knight Swift Transn Hldgs (KNX) | 11.4 | $16M | 346k | 46.01 | |
| Ryanair Holdings (RYAAY) | 11.3 | $16M | 127k | 122.85 | |
| J.B. Hunt Transport Services (JBHT) | 11.0 | $15M | 131k | 117.15 | |
| Texas Roadhouse (TXRH) | 9.5 | $13M | 229k | 57.78 | |
| Quanta Services (PWR) | 7.2 | $10M | 291k | 34.35 | |
| Lululemon Athletica (LULU) | 4.5 | $6.3M | 71k | 89.12 | |
| Urban Outfitters (URBN) | 4.3 | $6.0M | 161k | 36.96 | |
| CarMax (KMX) | 3.7 | $5.1M | 83k | 61.94 | |
| Tapestry (TPR) | 3.6 | $5.1M | 96k | 52.61 | |
| Heartland Express (HTLD) | 3.3 | $4.6M | 257k | 17.99 | |
| Celgene Corporation | 2.9 | $4.1M | 46k | 89.21 | |
| Carnival Corporation (CCL) | 2.6 | $3.6M | 55k | 65.59 | |
| Toll Brothers (TOL) | 2.2 | $3.0M | 69k | 43.25 | |
| Dick's Sporting Goods (DKS) | 1.6 | $2.3M | 66k | 35.05 | |
| Lowe's Companies (LOW) | 1.6 | $2.2M | 25k | 87.75 | |
| American Axle & Manufact. Holdings (AXL) | 1.4 | $1.9M | 127k | 15.22 | |
| Pulte (PHM) | 0.6 | $857k | 29k | 29.50 | |
| Southwestern Energy Company (SWN) | 0.5 | $638k | 147k | 4.33 | |
| Francescas Hldgs Corp | 0.3 | $390k | 81k | 4.81 | |
| Safe Bulkers Inc Com Stk (SB) | 0.2 | $349k | 110k | 3.17 | |
| Lennar Corporation (LEN) | 0.2 | $273k | 4.6k | 58.93 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $12k | 191.00 | 62.83 | |
| Lennar Corporation (LEN.B) | 0.0 | $4.0k | 92.00 | 43.48 | |
| Zoe's Kitchen | 0.0 | $3.0k | 190.00 | 15.79 |
