Sib as of Dec. 31, 2018
Portfolio Holdings for Sib
Sib holds 24 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 14.0 | $17M | 134k | 123.49 | |
| Texas Roadhouse (TXRH) | 11.5 | $14M | 229k | 59.70 | |
| J.B. Hunt Transport Services (JBHT) | 10.3 | $12M | 131k | 93.04 | |
| Ryanair Holdings (RYAAY) | 7.7 | $9.1M | 127k | 71.34 | |
| Quanta Services (PWR) | 7.4 | $8.8M | 291k | 30.10 | |
| Urban Outfitters (URBN) | 7.4 | $8.7M | 263k | 33.20 | |
| Knight Swift Transn Hldgs (KNX) | 7.3 | $8.7M | 346k | 25.07 | |
| Lululemon Athletica (LULU) | 7.3 | $8.6M | 71k | 121.62 | |
| CarMax (KMX) | 4.4 | $5.2M | 83k | 62.73 | |
| Heartland Express (HTLD) | 4.0 | $4.7M | 257k | 18.30 | |
| Lennar Corporation (LEN.B) | 3.1 | $3.7M | 118k | 31.33 | |
| Tapestry (TPR) | 2.7 | $3.2M | 96k | 33.75 | |
| Celgene Corporation | 2.5 | $2.9M | 46k | 64.10 | |
| Carnival Corporation (CCL) | 2.3 | $2.7M | 55k | 49.30 | |
| Lowe's Companies (LOW) | 2.0 | $2.3M | 25k | 92.37 | |
| Toll Brothers (TOL) | 1.9 | $2.3M | 69k | 32.93 | |
| Dick's Sporting Goods (DKS) | 1.7 | $2.0M | 66k | 31.20 | |
| American Axle & Manufact. Holdings (AXL) | 1.2 | $1.4M | 127k | 11.10 | |
| Pulte (PHM) | 0.6 | $755k | 29k | 25.99 | |
| Southwestern Energy Company (SWN) | 0.4 | $503k | 147k | 3.41 | |
| Safe Bulkers Inc Com Stk (SB) | 0.2 | $196k | 110k | 1.78 | |
| Lennar Corporation (LEN) | 0.1 | $181k | 4.6k | 39.07 | |
| Francescas Hldgs Corp | 0.1 | $79k | 81k | 0.97 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $13k | 191.00 | 68.06 |
