Sib as of March 31, 2023
Portfolio Holdings for Sib
Sib holds 18 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 17.5 | $28M | 83k | 340.84 | |
| Texas Roadhouse (TXRH) | 14.5 | $23M | 216k | 108.06 | |
| Lululemon Athletica (LULU) | 12.8 | $21M | 57k | 364.19 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 11.0 | $18M | 314k | 56.58 | |
| J.B. Hunt Transport Services (JBHT) | 11.0 | $18M | 101k | 175.46 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 6.9 | $11M | 119k | 94.29 | |
| Lennar Corp. CL B (LEN.B) | 5.7 | $9.2M | 103k | 89.31 | |
| Urban Outfitters (URBN) | 3.9 | $6.3M | 229k | 27.72 | |
| Lowe's Companies (LOW) | 3.1 | $5.1M | 25k | 199.97 | |
| Floor & Decor Cl A (FND) | 3.1 | $5.0M | 51k | 98.22 | |
| CarMax (KMX) | 2.9 | $4.6M | 72k | 64.28 | |
| Toll Brothers (TOL) | 2.6 | $4.2M | 69k | 60.03 | |
| Heartland Express (HTLD) | 2.4 | $3.9M | 245k | 15.92 | |
| Figs Cl A (FIGS) | 0.9 | $1.5M | 241k | 6.19 | |
| Pulte (PHM) | 0.9 | $1.5M | 25k | 58.28 | |
| Lennar Corp Cl A (LEN) | 0.3 | $487k | 4.6k | 105.11 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.2 | $375k | 60k | 6.25 | |
| Fubotv (FUBO) | 0.1 | $154k | 127k | 1.21 |
