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 | 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 |