Sib

Sib as of June 30, 2024

Portfolio Holdings for Sib

Sib holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Roadhouse (TXRH) 19.4 $37M 212k 171.71
Old Dominion Freight Line (ODFL) 15.4 $29M 164k 176.60
J.B. Hunt Transport Services (JBHT) 8.4 $16M 99k 160.00
Knight Swift Transn Hldgs Cl A (KNX) 8.3 $16M 313k 49.92
Lululemon Athletica (LULU) 8.0 $15M 51k 298.70
Lennar Corp. CL B (LEN.B) 7.5 $14M 101k 139.43
Ryanair Hldgs Sponsored Ads (RYAAY) 7.2 $14M 116k 116.44
Urban Outfitters (URBN) 4.9 $9.2M 225k 41.05
Toll Brothers (TOL) 4.2 $7.8M 68k 115.18
Bbb Foods Cl A Com (TBBB) 3.8 $7.2M 300k 23.86
Lowe's Companies (LOW) 2.9 $5.5M 25k 220.46
CarMax (KMX) 2.8 $5.2M 71k 73.34
Floor & Dcor Cl A (FND) 2.7 $5.0M 50k 99.41
Heartland Express (HTLD) 1.6 $3.0M 245k 12.33
Pulte (PHM) 1.5 $2.7M 25k 110.10
Figs Cl A (FIGS) 0.7 $1.3M 241k 5.33
Lennar Corp Cl A (LEN) 0.4 $694k 4.6k 149.87
Goodrx Holdings Com Cl A (GDRX) 0.2 $468k 60k 7.80
Fubotv (FUBO) 0.1 $158k 127k 1.24