Sib as of March 31, 2022
Portfolio Holdings for Sib
Sib holds 19 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 15.9 | $26M | 87k | 298.69 | |
| Lululemon Athletica (LULU) | 13.7 | $22M | 61k | 365.22 | |
| J.B. Hunt Transport Services (JBHT) | 13.7 | $22M | 111k | 200.79 | |
| Texas Roadhouse (TXRH) | 11.1 | $18M | 216k | 83.73 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 9.7 | $16M | 314k | 50.46 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 6.4 | $10M | 119k | 87.12 | |
| Lennar Corp. CL B (LEN.B) | 4.3 | $7.0M | 103k | 68.35 | |
| CarMax (KMX) | 4.3 | $6.9M | 72k | 96.48 | |
| Urban Outfitters (URBN) | 3.5 | $5.7M | 229k | 25.11 | |
| Figs Cl A (FIGS) | 3.2 | $5.2M | 241k | 21.52 | |
| Lowe's Companies (LOW) | 3.2 | $5.1M | 25k | 202.19 | |
| Floor & Decor Cl A (FND) | 2.6 | $4.1M | 51k | 81.01 | |
| Tapestry (TPR) | 2.2 | $3.6M | 96k | 37.14 | |
| Heartland Express (HTLD) | 2.1 | $3.4M | 245k | 14.07 | |
| Toll Brothers (TOL) | 2.0 | $3.3M | 69k | 47.02 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.7 | $1.2M | 60k | 19.33 | |
| Pulte (PHM) | 0.7 | $1.1M | 25k | 41.89 | |
| Fubotv (FUBO) | 0.5 | $836k | 127k | 6.57 | |
| Lennar Corp Cl A (LEN) | 0.2 | $376k | 4.6k | 81.16 |
