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 |
