Sib as of March 31, 2017
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 10.6 | $13M | 150k | 85.57 | |
| J.B. Hunt Transport Services (JBHT) | 10.4 | $13M | 138k | 91.74 | |
| Knight Transportation | 8.9 | $11M | 346k | 31.35 | |
| Quanta Services (PWR) | 8.9 | $11M | 291k | 37.11 | |
| Ryanair Holdings (RYAAY) | 8.7 | $11M | 127k | 82.98 | |
| Texas Roadhouse (TXRH) | 8.4 | $10M | 229k | 44.53 | |
| Lululemon Athletica (LULU) | 5.7 | $6.9M | 133k | 51.87 | |
| Celgene Corporation | 4.7 | $5.7M | 46k | 124.44 | |
| Heartland Express (HTLD) | 4.2 | $5.2M | 257k | 20.05 | |
| CarMax (KMX) | 4.0 | $4.9M | 83k | 59.22 | |
| Lowe's Companies (LOW) | 4.0 | $4.8M | 58k | 82.21 | |
| Coach | 3.3 | $4.0M | 96k | 41.33 | |
| Urban Outfitters (URBN) | 3.1 | $3.8M | 161k | 23.76 | |
| Carnival Corporation (CCL) | 2.7 | $3.3M | 55k | 58.92 | |
| Dick's Sporting Goods (DKS) | 2.6 | $3.2M | 66k | 48.66 | |
| Toll Brothers (TOL) | 2.1 | $2.5M | 69k | 36.11 | |
| American Axle & Manufact. Holdings (AXL) | 2.0 | $2.4M | 127k | 18.78 | |
| Juno Therapeutics | 1.8 | $2.2M | 100k | 22.19 | |
| Francescas Hldgs Corp | 1.0 | $1.2M | 81k | 15.35 | |
| Southwestern Energy Company (SWN) | 1.0 | $1.2M | 147k | 8.17 | |
| Staples | 0.9 | $1.1M | 120k | 8.77 | |
| Pulte (PHM) | 0.6 | $684k | 29k | 23.54 | |
| Lennar Corporation (LEN) | 0.2 | $237k | 4.6k | 51.15 | |
| Safe Bulkers Inc Com Stk (SB) | 0.2 | $242k | 110k | 2.20 | |
| Zoe's Kitchen | 0.0 | $4.0k | 190.00 | 21.05 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $6.0k | 191.00 | 31.41 |
