Sib as of Dec. 31, 2023
Portfolio Holdings for Sib
Sib holds 18 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 17.1 | $34M | 83k | 405.33 | |
| Lululemon Athletica (LULU) | 13.7 | $27M | 53k | 511.29 | |
| Texas Roadhouse (TXRH) | 13.5 | $26M | 216k | 122.23 | |
| J.B. Hunt Transport Services (JBHT) | 10.3 | $20M | 101k | 199.74 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 9.2 | $18M | 314k | 57.65 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 8.1 | $16M | 119k | 133.36 | |
| Lennar Corp. CL B (LEN.B) | 7.0 | $14M | 103k | 134.05 | |
| Urban Outfitters (URBN) | 4.2 | $8.2M | 229k | 35.69 | |
| Toll Brothers (TOL) | 3.6 | $7.1M | 69k | 102.79 | |
| Floor & Dcor Cl A (FND) | 2.9 | $5.7M | 51k | 111.56 | |
| Lowe's Companies (LOW) | 2.9 | $5.6M | 25k | 222.55 | |
| CarMax (KMX) | 2.8 | $5.5M | 72k | 76.74 | |
| Heartland Express (HTLD) | 1.8 | $3.5M | 245k | 14.26 | |
| Pulte (PHM) | 1.3 | $2.6M | 25k | 103.22 | |
| Figs Cl A (FIGS) | 0.9 | $1.7M | 241k | 6.95 | |
| Lennar Corp Cl A (LEN) | 0.4 | $691k | 4.6k | 149.04 | |
| Fubotv (FUBO) | 0.2 | $405k | 127k | 3.18 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.2 | $402k | 60k | 6.70 |
