Sib as of March 31, 2024
Portfolio Holdings for Sib
Sib holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 17.1 | $36M | 165k | 219.31 | |
| Texas Roadhouse (TXRH) | 15.7 | $33M | 216k | 154.47 | |
| Lululemon Athletica (LULU) | 9.7 | $21M | 53k | 390.65 | |
| J.B. Hunt Transport Services (JBHT) | 9.4 | $20M | 101k | 199.25 | |
| Ryanair Hldgs Sponsored Ads (RYAAY) | 8.1 | $17M | 119k | 145.59 | |
| Knight Swift Transn Hldgs Cl A (KNX) | 8.1 | $17M | 314k | 55.02 | |
| Lennar Corp. CL B (LEN.B) | 7.5 | $16M | 103k | 154.18 | |
| Urban Outfitters (URBN) | 4.7 | $9.9M | 229k | 43.42 | |
| Toll Brothers (TOL) | 4.2 | $9.0M | 69k | 129.37 | |
| Floor & Dcor Cl A (FND) | 3.1 | $6.6M | 51k | 129.62 | |
| Lowe's Companies (LOW) | 3.0 | $6.5M | 25k | 254.73 | |
| CarMax (KMX) | 3.0 | $6.3M | 72k | 87.11 | |
| Bbb Foods Cl A Com (TBBB) | 2.2 | $4.8M | 200k | 23.78 | |
| Pulte (PHM) | 1.4 | $3.0M | 25k | 120.62 | |
| Heartland Express (HTLD) | 1.4 | $2.9M | 245k | 11.94 | |
| Figs Cl A (FIGS) | 0.6 | $1.2M | 241k | 4.98 | |
| Lennar Corp Cl A (LEN) | 0.4 | $797k | 4.6k | 171.98 | |
| Goodrx Holdings Com Cl A (GDRX) | 0.2 | $426k | 60k | 7.10 | |
| Fubotv (FUBO) | 0.1 | $201k | 127k | 1.58 |
