Sib as of Sept. 30, 2023
Portfolio Holdings for Sib
Sib holds 18 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 20.0 | $34M | 83k | 409.14 | |
| Lululemon Athletica (LULU) | 13.0 | $22M | 57k | 385.61 | |
| Texas Roadhouse (TXRH) | 12.3 | $21M | 216k | 96.10 | |
| J.B. Hunt Transport Services (JBHT) | 11.2 | $19M | 101k | 188.52 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 9.3 | $16M | 314k | 50.15 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 6.8 | $12M | 119k | 97.21 | |
| Lennar Corp. CL B (LEN.B) | 6.2 | $11M | 103k | 102.23 | |
| Urban Outfitters (URBN) | 4.4 | $7.5M | 229k | 32.69 | |
| Lowe's Companies (LOW) | 3.1 | $5.3M | 25k | 207.84 | |
| Toll Brothers (TOL) | 3.0 | $5.1M | 69k | 73.96 | |
| CarMax (KMX) | 3.0 | $5.1M | 72k | 70.73 | |
| Floor & Dcor Cl A (FND) | 2.7 | $4.6M | 51k | 90.50 | |
| Heartland Express (HTLD) | 2.1 | $3.6M | 245k | 14.69 | |
| Pulte (PHM) | 1.1 | $1.9M | 25k | 74.05 | |
| Figs Cl A (FIGS) | 0.8 | $1.4M | 241k | 5.90 | |
| Lennar Corp Cl A (LEN) | 0.3 | $520k | 4.6k | 112.23 | |
| Fubotv (FUBO) | 0.2 | $340k | 127k | 2.67 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.2 | $338k | 60k | 5.63 |
