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 |