Sib as of Dec. 31, 2013
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 9.8 | $14M | 257k | 53.02 | |
| Ryanair Holdings | 9.0 | $13M | 267k | 46.93 | |
| J.B. Hunt Transport Services (JBHT) | 8.2 | $11M | 148k | 77.30 | |
| Quanta Services (PWR) | 7.1 | $9.9M | 312k | 31.56 | |
| Lululemon Athletica (LULU) | 6.3 | $8.7M | 148k | 59.03 | |
| Urban Outfitters (URBN) | 4.9 | $6.9M | 185k | 37.10 | |
| Texas Roadhouse (TXRH) | 4.9 | $6.8M | 245k | 27.80 | |
| Knight Transportation | 4.9 | $6.8M | 371k | 18.34 | |
| Lowe's Companies (LOW) | 4.8 | $6.7M | 136k | 49.55 | |
| Southwestern Energy Company (SWN) | 4.5 | $6.2M | 158k | 39.33 | |
| Coach | 4.2 | $5.8M | 103k | 56.13 | |
| Heartland Express (HTLD) | 3.9 | $5.4M | 276k | 19.62 | |
| Abb (ABBNY) | 3.1 | $4.3M | 163k | 26.56 | |
| CarMax (KMX) | 3.0 | $4.2M | 89k | 47.02 | |
| Celgene Corporation | 3.0 | $4.1M | 25k | 168.98 | |
| Dick's Sporting Goods (DKS) | 2.9 | $4.1M | 70k | 58.10 | |
| American Axle & Manufact. Holdings (AXL) | 2.8 | $3.9M | 190k | 20.45 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.5 | $3.5M | 36k | 96.53 | |
| Thor Industries (THO) | 2.4 | $3.3M | 61k | 55.23 | |
| Toll Brothers (TOL) | 2.0 | $2.8M | 74k | 37.00 | |
| Carnival Corporation (CCL) | 1.7 | $2.4M | 59k | 40.17 | |
| Staples | 1.5 | $2.0M | 129k | 15.89 | |
| Francescas Hldgs Corp | 1.1 | $1.6M | 87k | 18.40 | |
| Safe Bulkers Inc Com Stk (SB) | 0.9 | $1.2M | 118k | 10.40 | |
| Pulte (PHM) | 0.7 | $957k | 47k | 20.36 | |
| Lennar Corporation (LEN) | 0.2 | $222k | 5.6k | 39.64 |
