Sib as of Sept. 30, 2022
Portfolio Holdings for Sib
Sib holds 18 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 16.4 | $22M | 87k | 248.77 | |
| Texas Roadhouse (TXRH) | 14.4 | $19M | 216k | 87.26 | |
| J.B. Hunt Transport Services (JBHT) | 13.2 | $17M | 111k | 156.42 | |
| Lululemon Athletica (LULU) | 13.0 | $17M | 61k | 279.56 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 11.7 | $15M | 314k | 48.93 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 5.3 | $6.9M | 119k | 58.42 | |
| Lennar Corp. CL B (LEN.B) | 4.7 | $6.1M | 103k | 59.51 | |
| Lowe's Companies (LOW) | 3.6 | $4.8M | 25k | 187.83 | |
| CarMax (KMX) | 3.6 | $4.7M | 72k | 66.02 | |
| Urban Outfitters (URBN) | 3.4 | $4.5M | 229k | 19.65 | |
| Floor & Decor Cl A (FND) | 2.7 | $3.6M | 51k | 70.26 | |
| Heartland Express (HTLD) | 2.7 | $3.5M | 245k | 14.31 | |
| Toll Brothers (TOL) | 2.2 | $2.9M | 69k | 42.00 | |
| Figs Cl A (FIGS) | 1.5 | $2.0M | 241k | 8.25 | |
| Pulte (PHM) | 0.7 | $947k | 25k | 37.50 | |
| Fubotv (FUBO) | 0.3 | $452k | 127k | 3.55 | |
| Lennar Corp Cl A (LEN) | 0.3 | $345k | 4.6k | 74.47 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.2 | $280k | 60k | 4.67 |
