Sib as of March 31, 2021
Portfolio Holdings for Sib
Sib holds 20 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 12.3 | $21M | 87k | 240.41 | |
| Texas Roadhouse (TXRH) | 12.2 | $21M | 216k | 95.94 | |
| Lululemon Athletica (LULU) | 11.1 | $19M | 62k | 306.71 | |
| J.B. Hunt Transport Services (JBHT) | 10.9 | $19M | 111k | 168.07 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 8.9 | $15M | 314k | 48.09 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 8.0 | $14M | 119k | 115.00 | |
| CarMax (KMX) | 5.6 | $9.5M | 72k | 132.66 | |
| Urban Outfitters (URBN) | 5.0 | $8.5M | 229k | 37.19 | |
| Lennar Corp. CL B (LEN.B) | 5.0 | $8.5M | 103k | 82.34 | |
| Blueprint Medicines (BPMC) | 3.7 | $6.3M | 65k | 97.24 | |
| Floor & Decor Cl A (FND) | 2.9 | $4.9M | 51k | 95.49 | |
| Lowe's Companies (LOW) | 2.8 | $4.8M | 25k | 190.19 | |
| Heartland Express (HTLD) | 2.8 | $4.8M | 245k | 19.58 | |
| Tapestry (TPR) | 2.3 | $4.0M | 96k | 41.21 | |
| Toll Brothers (TOL) | 2.3 | $3.9M | 69k | 56.73 | |
| Fubotv (FUBO) | 1.7 | $2.8M | 127k | 22.12 | |
| Goodrx Holdings Com Cl A (GDRX) | 1.4 | $2.3M | 60k | 39.02 | |
| Pulte (PHM) | 0.8 | $1.3M | 25k | 52.43 | |
| Lennar Corp Cl A (LEN) | 0.3 | $469k | 4.6k | 101.23 | |
| Francescas Hldgs Corp Com New | 0.0 | $3.0k | 6.8k | 0.44 |
