Sib as of June 30, 2013
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings | 11.5 | $15M | 289k | 51.53 | |
| Old Dominion Freight Line (ODFL) | 9.0 | $12M | 279k | 41.62 | |
| J.B. Hunt Transport Services (JBHT) | 8.2 | $11M | 148k | 72.24 | |
| Lululemon Athletica (LULU) | 8.1 | $11M | 161k | 65.50 | |
| Quanta Services (PWR) | 6.4 | $8.3M | 312k | 26.46 | |
| Urban Outfitters (URBN) | 6.2 | $8.0M | 200k | 40.22 | |
| Knight Transportation | 4.8 | $6.2M | 371k | 16.82 | |
| Texas Roadhouse (TXRH) | 4.8 | $6.1M | 245k | 25.02 | |
| Coach | 4.5 | $5.9M | 103k | 57.09 | |
| Southwestern Energy Company | 4.5 | $5.8M | 158k | 36.53 | |
| Lowe's Companies (LOW) | 4.3 | $5.5M | 136k | 40.90 | |
| CarMax (KMX) | 3.2 | $4.1M | 89k | 46.15 | |
| Heartland Express (HTLD) | 3.0 | $3.8M | 276k | 13.88 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.8 | $3.6M | 36k | 100.11 | |
| American Axle & Manufact. Holdings (AXL) | 2.7 | $3.5M | 190k | 18.63 | |
| Dick's Sporting Goods (DKS) | 2.7 | $3.5M | 70k | 50.06 | |
| Abb (ABBNY) | 2.7 | $3.5M | 163k | 21.66 | |
| Thor Industries (THO) | 2.3 | $3.0M | 61k | 49.17 | |
| Toll Brothers (TOL) | 1.9 | $2.4M | 74k | 32.63 | |
| Francescas Hldgs Corp | 1.9 | $2.4M | 87k | 27.79 | |
| Staples | 1.6 | $2.0M | 129k | 15.87 | |
| Carnival Corporation (CCL) | 1.6 | $2.0M | 59k | 34.29 | |
| Pulte (PHM) | 0.7 | $891k | 47k | 18.96 | |
| Safe Bulkers Inc Com Stk (SB) | 0.5 | $628k | 118k | 5.32 | |
| Lennar Corporation (LEN) | 0.2 | $202k | 5.6k | 36.07 | |
| Shutterstock (SSTK) | 0.0 | $56k | 1.0k | 56.00 |
