Sib as of Dec. 31, 2017
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 14.2 | $20M | 150k | 131.55 | |
| Knight Swift Transn Hldgs (KNX) | 10.9 | $15M | 346k | 43.72 | |
| J.B. Hunt Transport Services (JBHT) | 10.8 | $15M | 131k | 114.98 | |
| Ryanair Holdings (RYAAY) | 9.5 | $13M | 127k | 104.19 | |
| Texas Roadhouse (TXRH) | 8.7 | $12M | 229k | 52.68 | |
| Quanta Services (PWR) | 8.2 | $11M | 291k | 39.11 | |
| Heartland Express (HTLD) | 4.3 | $6.0M | 257k | 23.34 | |
| Urban Outfitters (URBN) | 4.1 | $5.6M | 161k | 35.06 | |
| Lululemon Athletica (LULU) | 4.0 | $5.6M | 71k | 78.59 | |
| CarMax (KMX) | 3.8 | $5.3M | 83k | 64.14 | |
| Celgene Corporation | 3.4 | $4.7M | 46k | 104.36 | |
| Juno Therapeutics | 3.3 | $4.6M | 100k | 45.71 | |
| Tapestry (TPR) | 3.0 | $4.3M | 96k | 44.23 | |
| Carnival Corporation (CCL) | 2.6 | $3.7M | 55k | 66.36 | |
| Toll Brothers (TOL) | 2.4 | $3.3M | 69k | 48.02 | |
| Lowe's Companies (LOW) | 1.7 | $2.4M | 25k | 92.93 | |
| American Axle & Manufact. Holdings (AXL) | 1.6 | $2.2M | 127k | 17.03 | |
| Dick's Sporting Goods (DKS) | 1.4 | $1.9M | 66k | 28.74 | |
| Pulte (PHM) | 0.7 | $966k | 29k | 33.25 | |
| Southwestern Energy Company (SWN) | 0.6 | $822k | 147k | 5.58 | |
| Francescas Hldgs Corp | 0.4 | $593k | 81k | 7.31 | |
| Safe Bulkers Inc Com Stk (SB) | 0.3 | $355k | 110k | 3.23 | |
| Lennar Corporation (LEN) | 0.2 | $293k | 4.6k | 63.24 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $10k | 191.00 | 52.36 | |
| Lennar Corporation (LEN.B) | 0.0 | $5.0k | 92.00 | 54.35 | |
| Zoe's Kitchen | 0.0 | $3.0k | 190.00 | 15.79 |
