Sib as of Dec. 31, 2020
Portfolio Holdings for Sib
Sib holds 21 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lululemon Athletica (LULU) | 14.3 | $21M | 62k | 348.02 | |
| Old Dominion Freight Line (ODFL) | 12.5 | $19M | 96k | 195.18 | |
| Texas Roadhouse (TXRH) | 11.3 | $17M | 216k | 78.16 | |
| J.B. Hunt Transport Services (JBHT) | 10.1 | $15M | 111k | 136.65 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 8.8 | $13M | 314k | 41.82 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 8.7 | $13M | 119k | 109.98 | |
| CarMax (KMX) | 4.5 | $6.8M | 72k | 94.46 | |
| Lennar Corp. CL B (LEN.B) | 4.2 | $6.3M | 103k | 61.20 | |
| Blueprint Medicines (BPMC) | 4.1 | $6.2M | 55k | 112.14 | |
| Urban Outfitters (URBN) | 3.9 | $5.9M | 229k | 25.60 | |
| Floor & Decor Cl A (FND) | 3.2 | $4.8M | 51k | 92.85 | |
| Heartland Express (HTLD) | 3.0 | $4.4M | 245k | 18.10 | |
| Lowe's Companies (LOW) | 2.7 | $4.1M | 25k | 160.51 | |
| Dick's Sporting Goods (DKS) | 2.1 | $3.2M | 57k | 56.22 | |
| Toll Brothers (TOL) | 2.0 | $3.0M | 69k | 43.48 | |
| Tapestry (TPR) | 2.0 | $3.0M | 96k | 31.08 | |
| Goodrx Holdings Com Cl A (GDRX) | 1.6 | $2.4M | 60k | 40.33 | |
| Pulte (PHM) | 0.7 | $1.1M | 25k | 43.12 | |
| Lennar Corp Cl A (LEN) | 0.2 | $353k | 4.6k | 76.19 | |
| Bristol-myers Squibb Co Rights Right | 0.0 | $31k | 46k | 0.68 | |
| Francescas Hldgs Corp Com New | 0.0 | $3.0k | 6.8k | 0.44 |
