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 | 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 |