Sib as of Dec. 31, 2021
Portfolio Holdings for Sib
Sib holds 19 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 16.1 | $31M | 87k | 358.38 | |
| Lululemon Athletica (LULU) | 12.4 | $24M | 61k | 391.45 | |
| J.B. Hunt Transport Services (JBHT) | 11.7 | $23M | 111k | 204.40 | |
| Texas Roadhouse (TXRH) | 10.0 | $19M | 216k | 89.28 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 9.9 | $19M | 314k | 60.94 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 6.3 | $12M | 119k | 102.33 | |
| Lennar Corp. CL B (LEN.B) | 5.1 | $9.8M | 103k | 95.62 | |
| CarMax (KMX) | 4.9 | $9.4M | 72k | 130.24 | |
| Urban Outfitters (URBN) | 3.5 | $6.7M | 229k | 29.36 | |
| Floor & Decor Cl A (FND) | 3.5 | $6.7M | 51k | 130.01 | |
| Figs Cl A (FIGS) | 3.4 | $6.6M | 241k | 27.56 | |
| Lowe's Companies (LOW) | 3.4 | $6.5M | 25k | 258.49 | |
| Toll Brothers (TOL) | 2.6 | $5.0M | 69k | 72.39 | |
| Heartland Express (HTLD) | 2.1 | $4.1M | 245k | 16.82 | |
| Tapestry (TPR) | 2.0 | $3.9M | 96k | 40.60 | |
| Fubotv (FUBO) | 1.0 | $2.0M | 127k | 15.52 | |
| Goodrx Holdings Com Cl A (GDRX) | 1.0 | $2.0M | 60k | 32.68 | |
| Pulte (PHM) | 0.7 | $1.4M | 25k | 57.18 | |
| Lennar Corp Cl A (LEN) | 0.3 | $538k | 4.6k | 116.12 |
