Sib as of June 30, 2021
Portfolio Holdings for Sib
Sib holds 21 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lululemon Athletica (LULU) | 12.6 | $23M | 62k | 364.96 | |
| Old Dominion Freight Line (ODFL) | 12.4 | $22M | 87k | 253.80 | |
| Texas Roadhouse (TXRH) | 11.6 | $21M | 216k | 96.20 | |
| J.B. Hunt Transport Services (JBHT) | 10.1 | $18M | 111k | 162.95 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 8.0 | $14M | 314k | 45.46 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 7.2 | $13M | 119k | 108.21 | |
| Urban Outfitters (URBN) | 5.3 | $9.4M | 229k | 41.22 | |
| CarMax (KMX) | 5.2 | $9.3M | 72k | 129.15 | |
| Lennar Corp. CL B (LEN.B) | 4.7 | $8.4M | 103k | 81.45 | |
| Blueprint Medicines (BPMC) | 3.2 | $5.7M | 65k | 87.96 | |
| Floor & Decor Cl A (FND) | 3.0 | $5.4M | 51k | 105.71 | |
| Lowe's Companies (LOW) | 2.7 | $4.9M | 25k | 193.98 | |
| Figs Cl A (FIGS) | 2.5 | $4.5M | 91k | 50.10 | |
| Heartland Express (HTLD) | 2.3 | $4.2M | 245k | 17.13 | |
| Tapestry (TPR) | 2.3 | $4.2M | 96k | 43.48 | |
| Fubotv (FUBO) | 2.3 | $4.1M | 127k | 32.11 | |
| Toll Brothers (TOL) | 2.2 | $4.0M | 69k | 57.81 | |
| Goodrx Holdings Com Cl A (GDRX) | 1.2 | $2.2M | 60k | 36.02 | |
| Pulte (PHM) | 0.8 | $1.4M | 25k | 54.56 | |
| Lennar Corp Cl A (LEN) | 0.3 | $460k | 4.6k | 99.29 | |
| Fhc Holdings Corporation Com New | 0.0 | $2.0k | 6.8k | 0.30 |
