Sib as of Sept. 30, 2018
Portfolio Holdings for Sib
Sib holds 25 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 15.9 | $24M | 150k | 161.26 | |
| Texas Roadhouse (TXRH) | 10.4 | $16M | 229k | 69.29 | |
| J.B. Hunt Transport Services (JBHT) | 10.2 | $16M | 131k | 118.94 | |
| Ryanair Holdings (RYAAY) | 8.0 | $12M | 127k | 96.04 | |
| Knight Swift Transn Hldgs (KNX) | 7.8 | $12M | 346k | 34.48 | |
| Lululemon Athletica (LULU) | 7.6 | $12M | 71k | 162.49 | |
| Urban Outfitters (URBN) | 7.1 | $11M | 263k | 40.90 | |
| Quanta Services (PWR) | 6.4 | $9.7M | 291k | 33.38 | |
| CarMax (KMX) | 4.1 | $6.2M | 83k | 74.67 | |
| Heartland Express (HTLD) | 3.3 | $5.1M | 257k | 19.73 | |
| Tapestry (TPR) | 3.2 | $4.8M | 96k | 50.27 | |
| Lennar Corporation (LEN.B) | 3.0 | $4.5M | 118k | 38.50 | |
| Celgene Corporation | 2.7 | $4.1M | 46k | 89.50 | |
| Carnival Corporation (CCL) | 2.3 | $3.5M | 55k | 63.78 | |
| Lowe's Companies (LOW) | 1.9 | $2.9M | 25k | 114.83 | |
| Dick's Sporting Goods (DKS) | 1.5 | $2.3M | 66k | 35.48 | |
| Toll Brothers (TOL) | 1.5 | $2.3M | 69k | 33.04 | |
| American Axle & Manufact. Holdings (AXL) | 1.4 | $2.2M | 127k | 17.44 | |
| Southwestern Energy Company (SWN) | 0.5 | $753k | 147k | 5.11 | |
| Pulte (PHM) | 0.5 | $720k | 29k | 24.78 | |
| Safe Bulkers Inc Com Stk (SB) | 0.2 | $317k | 110k | 2.88 | |
| Francescas Hldgs Corp | 0.2 | $301k | 81k | 3.71 | |
| Lennar Corporation (LEN) | 0.1 | $216k | 4.6k | 46.62 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $18k | 191.00 | 94.24 | |
| Zoe's Kitchen | 0.0 | $2.0k | 190.00 | 10.53 |
