Sib as of June 30, 2017
Portfolio Holdings for Sib
Sib holds 26 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Old Dominion Freight Line (ODFL) | 11.1 | $14M | 150k | 95.24 | |
| Ryanair Holdings (RYAAY) | 10.6 | $14M | 127k | 107.61 | |
| Knight Transportation | 9.9 | $13M | 346k | 37.05 | |
| J.B. Hunt Transport Services (JBHT) | 9.7 | $13M | 138k | 91.38 | |
| Texas Roadhouse (TXRH) | 9.0 | $12M | 229k | 50.95 | |
| Quanta Services (PWR) | 7.4 | $9.6M | 291k | 32.92 | |
| Lululemon Athletica (LULU) | 6.1 | $7.9M | 133k | 59.67 | |
| Celgene Corporation | 4.6 | $5.9M | 46k | 129.87 | |
| Heartland Express (HTLD) | 4.1 | $5.4M | 257k | 20.82 | |
| CarMax (KMX) | 4.0 | $5.2M | 83k | 63.06 | |
| Coach | 3.5 | $4.5M | 96k | 47.34 | |
| Lowe's Companies (LOW) | 3.5 | $4.5M | 58k | 77.53 | |
| Carnival Corporation (CCL) | 2.8 | $3.6M | 55k | 65.57 | |
| Urban Outfitters (URBN) | 2.3 | $3.0M | 161k | 18.54 | |
| Juno Therapeutics | 2.3 | $3.0M | 100k | 29.89 | |
| Toll Brothers (TOL) | 2.1 | $2.7M | 69k | 39.51 | |
| Dick's Sporting Goods (DKS) | 2.0 | $2.6M | 66k | 39.83 | |
| American Axle & Manufact. Holdings (AXL) | 1.5 | $2.0M | 127k | 15.60 | |
| Staples | 0.9 | $1.2M | 120k | 10.07 | |
| Southwestern Energy Company (SWN) | 0.7 | $896k | 147k | 6.08 | |
| Francescas Hldgs Corp | 0.7 | $888k | 81k | 10.94 | |
| Pulte (PHM) | 0.6 | $713k | 29k | 24.54 | |
| Lennar Corporation (LEN) | 0.2 | $247k | 4.6k | 53.31 | |
| Safe Bulkers Inc Com Stk (SB) | 0.2 | $252k | 110k | 2.29 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $8.0k | 191.00 | 41.88 | |
| Zoe's Kitchen | 0.0 | $2.0k | 190.00 | 10.53 |
