Sib as of June 30, 2018
Portfolio Holdings for Sib
Sib holds 25 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 15.7 | $22M | 150k | 148.96 | |
| J.B. Hunt Transport Services (JBHT) | 11.1 | $16M | 131k | 121.55 | |
| Texas Roadhouse (TXRH) | 10.5 | $15M | 229k | 65.51 | |
| Ryanair Holdings (RYAAY) | 10.2 | $15M | 127k | 114.23 | |
| Knight Swift Transn Hldgs (KNX) | 9.2 | $13M | 346k | 38.21 | |
| Quanta Services (PWR) | 6.8 | $9.7M | 291k | 33.40 | |
| Urban Outfitters (URBN) | 6.3 | $9.0M | 201k | 44.55 | |
| Lululemon Athletica (LULU) | 6.2 | $8.9M | 71k | 124.84 | |
| CarMax (KMX) | 4.2 | $6.0M | 83k | 72.87 | |
| Heartland Express (HTLD) | 3.3 | $4.8M | 257k | 18.55 | |
| Tapestry (TPR) | 3.1 | $4.5M | 96k | 46.71 | |
| Celgene Corporation | 2.5 | $3.6M | 46k | 79.42 | |
| Carnival Corporation (CCL) | 2.2 | $3.2M | 55k | 57.31 | |
| Toll Brothers (TOL) | 1.8 | $2.6M | 69k | 36.99 | |
| Lowe's Companies (LOW) | 1.7 | $2.4M | 25k | 95.57 | |
| Dick's Sporting Goods (DKS) | 1.6 | $2.3M | 66k | 35.25 | |
| American Axle & Manufact. Holdings (AXL) | 1.4 | $2.0M | 127k | 15.56 | |
| Pulte (PHM) | 0.6 | $835k | 29k | 28.74 | |
| Southwestern Energy Company (SWN) | 0.6 | $781k | 147k | 5.30 | |
| Francescas Hldgs Corp | 0.4 | $613k | 81k | 7.55 | |
| Safe Bulkers Inc Com Stk (SB) | 0.3 | $374k | 110k | 3.40 | |
| Lennar Corporation (LEN) | 0.2 | $243k | 4.6k | 52.45 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $14k | 191.00 | 73.30 | |
| Lennar Corporation (LEN.B) | 0.0 | $4.0k | 92.00 | 43.48 | |
| Zoe's Kitchen | 0.0 | $2.0k | 190.00 | 10.53 |
