Sib as of Sept. 30, 2021
Portfolio Holdings for Sib
Sib holds 20 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 13.8 | $25M | 87k | 285.97 | |
| Lululemon Athletica (LULU) | 13.8 | $25M | 62k | 404.70 | |
| Texas Roadhouse (TXRH) | 10.9 | $20M | 216k | 91.33 | |
| J.B. Hunt Transport Services (JBHT) | 10.2 | $19M | 111k | 167.22 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 8.9 | $16M | 314k | 51.15 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 7.2 | $13M | 119k | 110.06 | |
| CarMax (KMX) | 5.1 | $9.2M | 72k | 127.96 | |
| Lennar Corp. CL B (LEN.B) | 4.4 | $8.0M | 103k | 77.59 | |
| Urban Outfitters (URBN) | 3.8 | $6.8M | 229k | 29.69 | |
| Blueprint Medicines (BPMC) | 3.7 | $6.7M | 65k | 102.81 | |
| Floor & Decor Cl A (FND) | 3.4 | $6.2M | 51k | 120.79 | |
| Lowe's Companies (LOW) | 2.8 | $5.1M | 25k | 202.87 | |
| Heartland Express (HTLD) | 2.2 | $3.9M | 245k | 16.02 | |
| Toll Brothers (TOL) | 2.1 | $3.8M | 69k | 55.29 | |
| Tapestry (TPR) | 2.0 | $3.6M | 96k | 37.02 | |
| Figs Cl A (FIGS) | 1.9 | $3.4M | 91k | 37.13 | |
| Fubotv (FUBO) | 1.7 | $3.0M | 127k | 23.96 | |
| Goodrx Holdings Com Cl A (GDRX) | 1.4 | $2.5M | 60k | 41.02 | |
| Pulte (PHM) | 0.6 | $1.2M | 25k | 45.93 | |
| Lennar Corp Cl A (LEN) | 0.2 | $434k | 4.6k | 93.68 |
