Sib as of Sept. 30, 2019
Portfolio Holdings for Sib
Sib holds 24 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 16.1 | $23M | 134k | 169.97 | |
| J.B. Hunt Transport Services (JBHT) | 10.3 | $15M | 131k | 110.65 | |
| Lululemon Athletica (LULU) | 9.7 | $14M | 71k | 192.53 | |
| Knight Swift Transn Hldgs (KNX) | 8.9 | $13M | 346k | 36.30 | |
| Texas Roadhouse (TXRH) | 8.5 | $12M | 229k | 52.52 | |
| Quanta Services (PWR) | 7.8 | $11M | 291k | 37.80 | |
| Ryanair Holdings (RYAAY) | 6.0 | $8.4M | 127k | 66.38 | |
| Urban Outfitters (URBN) | 5.2 | $7.4M | 263k | 28.09 | |
| CarMax (KMX) | 5.2 | $7.3M | 83k | 88.00 | |
| Heartland Express (HTLD) | 3.9 | $5.5M | 257k | 21.51 | |
| Lennar Corporation (LEN.B) | 3.7 | $5.2M | 118k | 44.37 | |
| Celgene Corporation | 3.2 | $4.5M | 46k | 99.30 | |
| Toll Brothers (TOL) | 2.0 | $2.8M | 69k | 41.05 | |
| Lowe's Companies (LOW) | 2.0 | $2.8M | 25k | 109.98 | |
| Dick's Sporting Goods (DKS) | 1.9 | $2.7M | 66k | 40.81 | |
| Tapestry (TPR) | 1.8 | $2.5M | 96k | 26.05 | |
| Carnival Corporation (CCL) | 1.7 | $2.4M | 55k | 43.71 | |
| Pulte (PHM) | 0.8 | $1.1M | 29k | 36.55 | |
| American Axle & Manufact. Holdings (AXL) | 0.7 | $1.0M | 127k | 8.22 | |
| Southwestern Energy Company (SWN) | 0.2 | $284k | 147k | 1.93 | |
| Lennar Corporation (LEN) | 0.2 | $259k | 4.6k | 55.90 | |
| Safe Bulkers Inc Com Stk (SB) | 0.1 | $193k | 110k | 1.75 | |
| Francescas Holdings Corp | 0.1 | $95k | 6.8k | 14.05 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $11k | 191.00 | 57.59 |
