Sib

Sib as of March 31, 2019

Portfolio Holdings for Sib

Sib holds 24 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Old Dominion Freight Line (ODFL) 14.3 $19M 134k 144.39
Texas Roadhouse (TXRH) 10.5 $14M 229k 62.19
J.B. Hunt Transport Services (JBHT) 9.8 $13M 131k 101.29
Lululemon Athletica (LULU) 8.6 $12M 71k 163.87
Knight Swift Transn Hldgs (KNX) 8.4 $11M 346k 32.68
Quanta Services (PWR) 8.1 $11M 291k 37.74
Ryanair Holdings (RYAAY) 7.1 $9.5M 127k 74.94
Urban Outfitters (URBN) 5.8 $7.8M 263k 29.64
CarMax (KMX) 4.3 $5.8M 83k 69.80
Heartland Express (HTLD) 3.7 $5.0M 257k 19.28
Lennar Corporation (LEN.B) 3.4 $4.6M 118k 39.12
Celgene Corporation 3.2 $4.3M 46k 94.33
Tapestry (TPR) 2.3 $3.1M 96k 32.49
Carnival Corporation (CCL) 2.1 $2.8M 55k 50.73
Lowe's Companies (LOW) 2.0 $2.8M 25k 109.47
Toll Brothers (TOL) 1.9 $2.5M 69k 36.19
Dick's Sporting Goods (DKS) 1.8 $2.4M 66k 36.81
American Axle & Manufact. Holdings (AXL) 1.3 $1.8M 127k 14.31
Pulte (PHM) 0.6 $812k 29k 27.95
Southwestern Energy Company (SWN) 0.5 $691k 147k 4.69
Lennar Corporation (LEN) 0.2 $227k 4.6k 49.00
Safe Bulkers Inc Com Stk (SB) 0.1 $161k 110k 1.46
Francescas Hldgs Corp 0.0 $55k 81k 0.68
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $16k 191.00 83.77