Sib as of June 30, 2023
Portfolio Holdings for Sib
Sib holds 18 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 17.4 | $31M | 83k | 369.75 | |
| Texas Roadhouse (TXRH) | 13.8 | $24M | 216k | 112.28 | |
| Lululemon Athletica (LULU) | 12.2 | $22M | 57k | 378.50 | |
| J.B. Hunt Transport Services (JBHT) | 10.4 | $18M | 101k | 181.03 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 9.9 | $17M | 314k | 55.56 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 7.5 | $13M | 119k | 110.60 | |
| Lennar Corp. CL B (LEN.B) | 6.6 | $12M | 103k | 112.98 | |
| Urban Outfitters (URBN) | 4.3 | $7.6M | 229k | 33.13 | |
| CarMax (KMX) | 3.4 | $6.0M | 72k | 83.70 | |
| Lowe's Companies (LOW) | 3.2 | $5.7M | 25k | 225.70 | |
| Toll Brothers (TOL) | 3.1 | $5.5M | 69k | 79.07 | |
| Floor & Decor Cl A (FND) | 3.0 | $5.3M | 51k | 103.96 | |
| Heartland Express (HTLD) | 2.3 | $4.0M | 245k | 16.41 | |
| Figs Cl A (FIGS) | 1.1 | $2.0M | 241k | 8.27 | |
| Pulte (PHM) | 1.1 | $2.0M | 25k | 77.68 | |
| Lennar Corp Cl A (LEN) | 0.3 | $581k | 4.6k | 125.31 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.2 | $331k | 60k | 5.52 | |
| Fubotv (FUBO) | 0.2 | $265k | 127k | 2.08 |
