Sib as of March 31, 2015
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings | 11.4 | $17M | 251k | 66.77 | |
| J.B. Hunt Transport Services (JBHT) | 8.3 | $12M | 144k | 85.39 | |
| Old Dominion Freight Line (ODFL) | 8.2 | $12M | 157k | 77.30 | |
| Knight Transportation | 7.9 | $12M | 360k | 32.25 | |
| Lowe's Companies (LOW) | 6.7 | $9.8M | 132k | 74.39 | |
| Lululemon Athletica (LULU) | 6.0 | $8.9M | 138k | 64.02 | |
| Texas Roadhouse (TXRH) | 5.9 | $8.7M | 238k | 36.43 | |
| Quanta Services (PWR) | 5.9 | $8.6M | 303k | 28.53 | |
| Urban Outfitters (URBN) | 5.2 | $7.7M | 168k | 45.65 | |
| Heartland Express (HTLD) | 4.3 | $6.4M | 268k | 23.76 | |
| CarMax (KMX) | 4.0 | $5.9M | 86k | 69.01 | |
| Celgene Corporation | 3.7 | $5.5M | 47k | 115.28 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.6 | $5.3M | 35k | 150.84 | |
| American Axle & Manufact. Holdings (AXL) | 3.2 | $4.8M | 185k | 25.83 | |
| Coach | 2.8 | $4.1M | 100k | 41.43 | |
| Dick's Sporting Goods (DKS) | 2.6 | $3.9M | 68k | 56.99 | |
| Southwestern Energy Company | 2.4 | $3.6M | 154k | 23.19 | |
| Toll Brothers (TOL) | 1.9 | $2.8M | 72k | 39.34 | |
| Carnival Corporation (CCL) | 1.9 | $2.8M | 58k | 47.84 | |
| Staples | 1.4 | $2.0M | 125k | 16.29 | |
| Francescas Hldgs Corp | 1.0 | $1.5M | 85k | 17.80 | |
| Pulte (PHM) | 0.7 | $1.0M | 47k | 22.24 | |
| Safe Bulkers Inc Com Stk (SB) | 0.3 | $411k | 115k | 3.59 | |
| Lennar Corporation (LEN) | 0.2 | $290k | 5.6k | 51.79 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $12k | 500.00 | 24.00 | |
| Zoe's Kitchen | 0.0 | $7.0k | 200.00 | 35.00 |
