Sib as of June 30, 2022
Portfolio Holdings for Sib
Sib holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 16.7 | $22M | 87k | 256.28 | |
| J.B. Hunt Transport Services (JBHT) | 13.1 | $17M | 111k | 157.47 | |
| Lululemon Athletica (LULU) | 12.5 | $17M | 61k | 272.61 | |
| Texas Roadhouse (TXRH) | 11.9 | $16M | 216k | 73.20 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 10.9 | $15M | 314k | 46.29 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 6.0 | $8.0M | 119k | 67.25 | |
| CarMax (KMX) | 4.9 | $6.5M | 72k | 90.48 | |
| Lennar Corp. CL B (LEN.B) | 4.5 | $6.0M | 103k | 58.71 | |
| Lowe's Companies (LOW) | 3.3 | $4.4M | 25k | 174.68 | |
| Urban Outfitters (URBN) | 3.2 | $4.3M | 229k | 18.66 | |
| Heartland Express (HTLD) | 2.6 | $3.4M | 245k | 13.91 | |
| Floor & Decor Cl A (FND) | 2.4 | $3.2M | 51k | 62.96 | |
| Toll Brothers (TOL) | 2.3 | $3.1M | 69k | 44.60 | |
| Tapestry (TPR) | 2.2 | $2.9M | 96k | 30.52 | |
| Figs Cl A (FIGS) | 1.6 | $2.2M | 241k | 9.11 | |
| Pulte (PHM) | 0.8 | $1.0M | 25k | 39.64 | |
| Fubotv (FUBO) | 0.5 | $629k | 255k | 2.47 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.3 | $355k | 60k | 5.92 | |
| Lennar Corp Cl A (LEN) | 0.2 | $327k | 4.6k | 70.58 |
