Sib as of Dec. 31, 2022
Portfolio Holdings for Sib
Sib holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 16.6 | $23M | 83k | 283.78 | |
| Texas Roadhouse (TXRH) | 13.9 | $20M | 216k | 90.95 | |
| Lululemon Athletica (LULU) | 12.9 | $18M | 57k | 320.37 | |
| J.B. Hunt Transport Services (JBHT) | 12.4 | $18M | 101k | 174.36 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 11.6 | $16M | 314k | 52.41 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 6.3 | $8.9M | 119k | 74.76 | |
| Lennar Corp. CL B (LEN.B) | 5.4 | $7.7M | 103k | 74.78 | |
| Urban Outfitters (URBN) | 3.9 | $5.5M | 229k | 23.85 | |
| Lowe's Companies (LOW) | 3.6 | $5.0M | 25k | 199.23 | |
| CarMax (KMX) | 3.1 | $4.4M | 72k | 60.89 | |
| Heartland Express (HTLD) | 2.7 | $3.8M | 245k | 15.34 | |
| Floor & Decor Cl A (FND) | 2.5 | $3.6M | 51k | 69.64 | |
| Toll Brothers (TOL) | 2.5 | $3.5M | 69k | 49.92 | |
| Figs Cl A (FIGS) | 1.1 | $1.6M | 241k | 6.73 | |
| Pulte (PHM) | 0.8 | $1.1M | 25k | 45.54 | |
| Lennar Corp Cl A (LEN) | 0.3 | $419k | 4.6k | 90.44 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.2 | $280k | 60k | 4.67 | |
| Fubotv (FUBO) | 0.2 | $221k | 127k | 1.74 |
