Sib as of Dec. 31, 2016
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| J.B. Hunt Transport Services (JBHT) | 10.8 | $13M | 138k | 97.07 | |
| Old Dominion Freight Line (ODFL) | 10.4 | $13M | 150k | 85.79 | |
| Knight Transportation | 9.2 | $11M | 346k | 33.05 | |
| Texas Roadhouse (TXRH) | 8.9 | $11M | 229k | 48.24 | |
| Ryanair Holdings (RYAAY) | 8.6 | $11M | 127k | 83.26 | |
| Quanta Services (PWR) | 8.2 | $10M | 291k | 34.85 | |
| Lululemon Athletica (LULU) | 7.0 | $8.6M | 133k | 64.99 | |
| CarMax (KMX) | 4.3 | $5.3M | 83k | 64.39 | |
| Celgene Corporation | 4.2 | $5.3M | 46k | 115.75 | |
| Heartland Express (HTLD) | 4.2 | $5.2M | 257k | 20.36 | |
| Urban Outfitters (URBN) | 3.7 | $4.6M | 161k | 28.48 | |
| Lowe's Companies (LOW) | 3.4 | $4.1M | 58k | 71.12 | |
| Dick's Sporting Goods (DKS) | 2.8 | $3.5M | 66k | 53.09 | |
| Coach | 2.7 | $3.4M | 96k | 35.02 | |
| Carnival Corporation (CCL) | 2.3 | $2.9M | 55k | 52.06 | |
| American Axle & Manufact. Holdings (AXL) | 2.0 | $2.4M | 127k | 19.30 | |
| Toll Brothers (TOL) | 1.7 | $2.1M | 69k | 31.00 | |
| Juno Therapeutics | 1.5 | $1.9M | 100k | 18.85 | |
| Southwestern Energy Company | 1.3 | $1.6M | 147k | 10.82 | |
| Francescas Hldgs Corp | 1.2 | $1.5M | 81k | 18.03 | |
| Staples | 0.9 | $1.1M | 120k | 9.05 | |
| Pulte (PHM) | 0.4 | $534k | 29k | 18.38 | |
| Lennar Corporation (LEN) | 0.2 | $199k | 4.6k | 42.95 | |
| Safe Bulkers Inc Com Stk (SB) | 0.1 | $127k | 110k | 1.15 | |
| Zoe's Kitchen | 0.0 | $5.0k | 190.00 | 26.32 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $5.0k | 191.00 | 26.18 |
