Sib LLC
- SEC CIK
- 0001426857
- Latest filing
- Jan 15, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 16, 2021. Long positions only.
- Positions
- 20
- No 13F data for Q4 2020
- Portfolio value
- $170.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ODFLOld Dominion Freight Line, Inc. | COM | 87,305 | $21.0M | 12.3% | – | – | History |
| TXRHTexas Roadhouse, Inc. | COM | 216,316 | $20.8M | 12.2% | – | – | History |
| LULUlululemon athletica inc. | Stock | 61,631 | $18.9M | 11.1% | – | – | History |
| JBHTHunt J B Transport Services Inc | COM | 110,707 | $18.6M | 10.9% | – | – | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 313,639 | $15.1M | 8.9% | – | – | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 118,700 | $13.7M | 8.0% | – | – | History |
| KMXCarMax Inc | COM | 71,946 | $9.54M | 5.6% | – | – | History |
| URBNUrban Outfitters Inc | COM | 228,838 | $8.51M | 5.0% | – | – | History |
| LEN.BLennar Corp | CL B | 102,692 | $8.46M | 5.0% | – | – | History |
| BPMCBlueprint Medicines Corp | COM | 65,151 | $6.33M | 3.7% | – | – | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 51,179 | $4.89M | 2.9% | – | – | History |
| LOWLowes Companies Inc | Stock | 25,332 | $4.82M | 2.8% | – | – | History |
| HTLDHeartland Express Inc | COM | 245,232 | $4.80M | 2.8% | – | – | History |
| TPRTapestry, Inc. | COM | 96,110 | $3.96M | 2.3% | – | – | History |
| TOLToll Brothers, Inc. | COM | 69,349 | $3.93M | 2.3% | – | – | History |
| FUBOFuboTV Inc. | COM | 127,271 | $2.81M | 1.7% | – | – | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 60,000 | $2.34M | 1.4% | – | – | History |
| PHMPultegroup Inc | COM | 25,255 | $1.32M | 0.8% | – | – | History |
| LENLennar Corp | CL A | 4,633 | $469.0K | 0.3% | – | – | History |
| Francescas Hldgs Corp351793203 | Common Stock | 6,763 | $3.00K | <0.1% | – | – | – |