Sib as of Sept. 30, 2017
Portfolio Holdings for Sib
Sib holds 25 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 11.9 | $17M | 150k | 110.11 | |
| J.B. Hunt Transport Services (JBHT) | 11.0 | $15M | 138k | 111.08 | |
| Knight Swift Transn Hldgs (KNX) | 10.3 | $14M | 346k | 41.55 | |
| Ryanair Holdings (RYAAY) | 9.6 | $13M | 127k | 105.42 | |
| Texas Roadhouse (TXRH) | 8.1 | $11M | 229k | 49.14 | |
| Quanta Services (PWR) | 7.8 | $11M | 291k | 37.37 | |
| Lululemon Athletica (LULU) | 5.9 | $8.3M | 133k | 62.25 | |
| Celgene Corporation | 4.8 | $6.6M | 46k | 145.81 | |
| Heartland Express (HTLD) | 4.6 | $6.5M | 257k | 25.08 | |
| CarMax (KMX) | 4.5 | $6.3M | 83k | 75.81 | |
| Lowe's Companies (LOW) | 3.3 | $4.7M | 58k | 79.95 | |
| Juno Therapeutics | 3.2 | $4.5M | 100k | 44.86 | |
| Coach | 2.8 | $3.9M | 96k | 40.28 | |
| Urban Outfitters (URBN) | 2.8 | $3.8M | 161k | 23.90 | |
| Carnival Corporation (CCL) | 2.6 | $3.6M | 55k | 64.57 | |
| Toll Brothers (TOL) | 2.1 | $2.9M | 69k | 41.47 | |
| American Axle & Manufact. Holdings (AXL) | 1.6 | $2.2M | 127k | 17.58 | |
| Dick's Sporting Goods (DKS) | 1.3 | $1.8M | 66k | 27.01 | |
| Southwestern Energy Company (SWN) | 0.7 | $901k | 147k | 6.11 | |
| Pulte (PHM) | 0.6 | $794k | 29k | 27.33 | |
| Francescas Hldgs Corp | 0.4 | $597k | 81k | 7.36 | |
| Safe Bulkers Inc Com Stk (SB) | 0.2 | $301k | 110k | 2.74 | |
| Lennar Corporation (LEN) | 0.2 | $245k | 4.6k | 52.88 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $9.0k | 191.00 | 47.12 | |
| Zoe's Kitchen | 0.0 | $2.0k | 190.00 | 10.53 |
