Sib

Sib as of Dec. 31, 2024

Portfolio Holdings for Sib

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Roadhouse (TXRH) 17.4 $33M 183k 180.43
Old Dominion Freight Line (ODFL) 14.3 $27M 154k 176.40
Lululemon Athletica (LULU) 9.3 $18M 46k 382.41
Knight Swift Transn Hldgs Cl A (KNX) 8.7 $16M 310k 53.04
J.B. Hunt Transport Services (JBHT) 8.3 $16M 92k 170.66
Lennar Corp. CL B (LEN.B) 6.9 $13M 100k 132.15
Ryanair Hldgs Sponsored Ads (RYAAY) 6.7 $13M 291k 43.59
Urban Outfitters (URBN) 6.5 $12M 225k 54.88
Bbb Foods Cl A Com (TBBB) 4.5 $8.5M 300k 28.28
Toll Brothers (TOL) 4.3 $8.2M 65k 125.95
Lowe's Companies (LOW) 3.2 $6.1M 25k 246.80
CarMax (KMX) 3.0 $5.8M 71k 81.76
Floor & Dcor Cl A (FND) 2.6 $5.0M 50k 99.70
Heartland Express (HTLD) 1.4 $2.8M 245k 11.22
Pulte (PHM) 1.4 $2.7M 25k 108.90
Figs Cl A (FIGS) 0.8 $1.5M 241k 6.19
Lennar Corp Cl A (LEN) 0.3 $632k 4.6k 136.37
Goodrx Holdings Com Cl A (GDRX) 0.1 $275k 59k 4.65
Fubotv (FUBO) 0.1 $160k 127k 1.26