Sib as of June 30, 2014
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 11.9 | $16M | 257k | 63.68 | |
| Ryanair Holdings | 10.8 | $15M | 267k | 55.80 | |
| J.B. Hunt Transport Services (JBHT) | 8.1 | $11M | 152k | 73.78 | |
| Quanta Services (PWR) | 8.0 | $11M | 322k | 34.58 | |
| Knight Transportation | 6.6 | $9.1M | 382k | 23.77 | |
| Southwestern Energy Company (SWN) | 5.4 | $7.4M | 163k | 45.49 | |
| Lowe's Companies (LOW) | 4.8 | $6.7M | 140k | 47.99 | |
| Texas Roadhouse (TXRH) | 4.8 | $6.6M | 253k | 26.00 | |
| Heartland Express (HTLD) | 4.4 | $6.1M | 285k | 21.34 | |
| Urban Outfitters (URBN) | 4.4 | $6.0M | 178k | 33.86 | |
| Lululemon Athletica (LULU) | 4.3 | $5.9M | 147k | 40.48 | |
| CarMax (KMX) | 3.4 | $4.8M | 92k | 52.01 | |
| Celgene Corporation | 3.1 | $4.3M | 50k | 85.88 | |
| American Axle & Manufact. Holdings (AXL) | 2.7 | $3.7M | 196k | 18.89 | |
| Coach | 2.6 | $3.6M | 106k | 34.19 | |
| Thor Industries (THO) | 2.5 | $3.4M | 61k | 56.87 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.5 | $3.4M | 37k | 91.40 | |
| Dick's Sporting Goods (DKS) | 2.4 | $3.4M | 72k | 46.56 | |
| Toll Brothers (TOL) | 2.0 | $2.7M | 74k | 36.90 | |
| Carnival Corporation (CCL) | 1.7 | $2.3M | 61k | 37.65 | |
| Staples | 1.0 | $1.4M | 132k | 10.84 | |
| Francescas Hldgs Corp | 1.0 | $1.3M | 90k | 14.74 | |
| Safe Bulkers Inc Com Stk (SB) | 0.8 | $1.2M | 118k | 9.76 | |
| Pulte (PHM) | 0.7 | $947k | 47k | 20.15 | |
| Lennar Corporation (LEN) | 0.2 | $235k | 5.6k | 41.96 | |
| Zoe's Kitchen | 0.0 | $7.0k | 200.00 | 35.00 |
