Sib as of Sept. 30, 2013
Portfolio Holdings for Sib
Sib holds 27 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings | 10.5 | $14M | 289k | 49.74 | |
| Old Dominion Freight Line (ODFL) | 9.4 | $13M | 279k | 45.99 | |
| Lululemon Athletica (LULU) | 8.6 | $12M | 161k | 73.13 | |
| J.B. Hunt Transport Services (JBHT) | 7.9 | $11M | 148k | 72.93 | |
| Quanta Services (PWR) | 6.3 | $8.6M | 312k | 27.51 | |
| Urban Outfitters (URBN) | 5.4 | $7.3M | 200k | 36.77 | |
| Lowe's Companies (LOW) | 4.7 | $6.5M | 136k | 47.61 | |
| Texas Roadhouse (TXRH) | 4.7 | $6.5M | 245k | 26.30 | |
| Knight Transportation | 4.5 | $6.1M | 371k | 16.52 | |
| Southwestern Energy Company | 4.2 | $5.8M | 158k | 36.38 | |
| Coach | 4.1 | $5.6M | 103k | 54.53 | |
| CarMax (KMX) | 3.1 | $4.3M | 89k | 48.48 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.1 | $4.3M | 36k | 119.47 | |
| Heartland Express (HTLD) | 2.9 | $3.9M | 276k | 14.19 | |
| Abb (ABBNY) | 2.8 | $3.8M | 163k | 23.59 | |
| Celgene Corporation | 2.8 | $3.8M | 25k | 154.12 | |
| Dick's Sporting Goods (DKS) | 2.7 | $3.7M | 70k | 53.38 | |
| American Axle & Manufact. Holdings (AXL) | 2.7 | $3.8M | 190k | 19.72 | |
| Thor Industries (THO) | 2.6 | $3.5M | 61k | 58.04 | |
| Toll Brothers (TOL) | 1.8 | $2.4M | 74k | 32.43 | |
| Carnival Corporation (CCL) | 1.4 | $1.9M | 59k | 32.64 | |
| Staples | 1.4 | $1.9M | 129k | 14.65 | |
| Francescas Hldgs Corp | 1.2 | $1.6M | 87k | 18.62 | |
| Safe Bulkers Inc Com Stk (SB) | 0.6 | $802k | 118k | 6.80 | |
| Pulte (PHM) | 0.6 | $775k | 47k | 16.49 | |
| Lennar Corporation (LEN) | 0.1 | $198k | 5.6k | 35.36 | |
| Shutterstock (SSTK) | 0.1 | $73k | 1.0k | 73.00 |
