Sib as of March 31, 2014
Portfolio Holdings for Sib
Sib holds 25 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings | 11.1 | $16M | 267k | 58.81 | |
| Old Dominion Freight Line (ODFL) | 10.3 | $15M | 257k | 56.74 | |
| Quanta Services (PWR) | 8.4 | $12M | 322k | 36.90 | |
| J.B. Hunt Transport Services (JBHT) | 7.7 | $11M | 152k | 71.92 | |
| Knight Transportation | 6.2 | $8.8M | 382k | 23.13 | |
| Lululemon Athletica (LULU) | 5.5 | $7.7M | 147k | 52.59 | |
| Southwestern Energy Company | 5.3 | $7.5M | 163k | 46.01 | |
| Lowe's Companies (LOW) | 4.8 | $6.8M | 140k | 48.90 | |
| Texas Roadhouse (TXRH) | 4.7 | $6.6M | 253k | 26.08 | |
| Urban Outfitters (URBN) | 4.6 | $6.5M | 178k | 36.47 | |
| Heartland Express (HTLD) | 4.5 | $6.5M | 285k | 22.69 | |
| Coach | 3.7 | $5.3M | 106k | 49.66 | |
| CarMax (KMX) | 3.0 | $4.3M | 92k | 46.80 | |
| Dick's Sporting Goods (DKS) | 2.8 | $3.9M | 72k | 54.61 | |
| Thor Industries (THO) | 2.6 | $3.7M | 61k | 61.06 | |
| American Axle & Manufact. Holdings (AXL) | 2.6 | $3.6M | 196k | 18.52 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.6 | $3.6M | 37k | 97.45 | |
| Celgene Corporation | 2.5 | $3.5M | 25k | 139.60 | |
| Toll Brothers (TOL) | 1.9 | $2.7M | 74k | 35.89 | |
| Carnival Corporation (CCL) | 1.6 | $2.3M | 61k | 37.86 | |
| Francescas Hldgs Corp | 1.1 | $1.6M | 90k | 18.14 | |
| Staples | 1.1 | $1.5M | 132k | 11.34 | |
| Safe Bulkers Inc Com Stk (SB) | 0.8 | $1.1M | 118k | 9.52 | |
| Pulte (PHM) | 0.6 | $902k | 47k | 19.19 | |
| Lennar Corporation (LEN) | 0.2 | $222k | 5.6k | 39.64 |
