Sib

Sib as of June 30, 2019

Portfolio Holdings for Sib

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Old Dominion Freight Line (ODFL) 15.3 $20M 134k 149.26
Lululemon Athletica (LULU) 9.8 $13M 71k 180.21
Texas Roadhouse (TXRH) 9.4 $12M 229k 53.67
J.B. Hunt Transport Services (JBHT) 9.2 $12M 131k 91.41
Knight Swift Transn Hldgs (KNX) 8.7 $11M 346k 32.84
Quanta Services (PWR) 8.5 $11M 291k 38.19
Ryanair Holdings (RYAAY) 6.2 $8.2M 127k 64.14
CarMax (KMX) 5.5 $7.2M 83k 86.83
Urban Outfitters (URBN) 4.6 $6.0M 263k 22.75
Heartland Express (HTLD) 3.6 $4.6M 257k 18.07
Lennar Corporation (LEN.B) 3.5 $4.5M 118k 38.51
Celgene Corporation 3.2 $4.2M 46k 92.44
Tapestry (TPR) 2.3 $3.0M 96k 31.73
Carnival Corporation (CCL) 2.0 $2.6M 55k 46.55
Lowe's Companies (LOW) 2.0 $2.6M 25k 100.90
Toll Brothers (TOL) 1.9 $2.5M 69k 36.63
Dick's Sporting Goods (DKS) 1.7 $2.3M 66k 34.64
American Axle & Manufact. Holdings (AXL) 1.2 $1.6M 127k 12.76
Pulte (PHM) 0.7 $919k 29k 31.63
Southwestern Energy Company (SWN) 0.4 $466k 147k 3.16
Lennar Corporation (LEN) 0.2 $225k 4.6k 48.56
Safe Bulkers Inc Com Stk (SB) 0.1 $172k 110k 1.56
Francescas Hldgs Corp 0.0 $40k 81k 0.49
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $17k 191.00 89.01