Sib as of Dec. 31, 2014
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings | 12.6 | $18M | 251k | 71.27 | |
| Old Dominion Freight Line (ODFL) | 8.5 | $12M | 157k | 77.64 | |
| Knight Transportation | 8.5 | $12M | 360k | 33.66 | |
| J.B. Hunt Transport Services (JBHT) | 8.5 | $12M | 144k | 84.25 | |
| Lowe's Companies (LOW) | 6.4 | $9.1M | 132k | 68.80 | |
| Quanta Services (PWR) | 6.0 | $8.6M | 303k | 28.39 | |
| Texas Roadhouse (TXRH) | 5.7 | $8.0M | 238k | 33.76 | |
| Lululemon Athletica (LULU) | 5.4 | $7.7M | 138k | 55.79 | |
| Heartland Express (HTLD) | 5.1 | $7.2M | 268k | 27.01 | |
| Urban Outfitters (URBN) | 4.1 | $5.9M | 168k | 35.13 | |
| CarMax (KMX) | 4.0 | $5.7M | 86k | 66.58 | |
| Celgene Corporation | 3.7 | $5.3M | 47k | 111.86 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.1 | $4.5M | 35k | 127.85 | |
| Southwestern Energy Company (SWN) | 2.9 | $4.2M | 154k | 27.29 | |
| American Axle & Manufact. Holdings (AXL) | 2.9 | $4.2M | 185k | 22.59 | |
| Coach | 2.6 | $3.8M | 100k | 37.56 | |
| Dick's Sporting Goods (DKS) | 2.4 | $3.4M | 68k | 49.66 | |
| Carnival Corporation (CCL) | 1.8 | $2.6M | 58k | 45.32 | |
| Toll Brothers (TOL) | 1.7 | $2.5M | 72k | 34.27 | |
| Staples | 1.6 | $2.3M | 125k | 18.12 | |
| Francescas Hldgs Corp | 1.0 | $1.4M | 85k | 16.70 | |
| Pulte (PHM) | 0.7 | $1.0M | 47k | 21.47 | |
| Safe Bulkers Inc Com Stk (SB) | 0.3 | $448k | 115k | 3.91 | |
| Lennar Corporation (LEN) | 0.2 | $251k | 5.6k | 44.82 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $9.0k | 500.00 | 18.00 | |
| Zoe's Kitchen | 0.0 | $6.0k | 200.00 | 30.00 |
