Sib LLC
- SEC CIK
- 0001426857
- Latest filing
- Jan 15, 2025
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 15, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 21
- +1 vs. Q1 2021
- Portfolio value
- $178.8M
- +$8.59M (+5.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Francescas Hldgs Corp351793203 | Common Stock | 6,763 | $2.00K | <0.1% | 00.0% | Unchanged | – |
| LENLennar Corp | CL A | 4,633 | $460.0K | 0.3% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 25,255 | $1.38M | 0.8% | 00.0% | Unchanged | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 60,000 | $2.16M | 1.2% | 00.0% | Unchanged | History |
| TOLToll Brothers, Inc. | COM | 69,349 | $4.01M | 2.2% | 00.0% | Unchanged | History |
| FUBOFuboTV Inc. | COM | 127,271 | $4.09M | 2.3% | 00.0% | Unchanged | History |
| TPRTapestry, Inc. | COM | 96,110 | $4.18M | 2.3% | 00.0% | Unchanged | History |
| HTLDHeartland Express Inc | COM | 245,232 | $4.20M | 2.3% | 00.0% | Unchanged | History |
| FIGSFIGS, Inc. | CL A | 90,777 | $4.55M | 2.5% | +90,777 | New | History |
| LOWLowes Companies Inc | Stock | 25,332 | $4.91M | 2.7% | 00.0% | Unchanged | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 51,179 | $5.41M | 3.0% | 00.0% | Unchanged | History |
| BPMCBlueprint Medicines Corp | COM | 65,151 | $5.73M | 3.2% | 00.0% | Unchanged | History |
| LEN.BLennar Corp | CL B | 102,692 | $8.36M | 4.7% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 71,946 | $9.29M | 5.2% | 00.0% | Unchanged | History |
| URBNUrban Outfitters Inc | COM | 228,838 | $9.43M | 5.3% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 118,700 | $12.8M | 7.2% | 00.0% | Unchanged | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 313,639 | $14.3M | 8.0% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 110,707 | $18.0M | 10.1% | 00.0% | Unchanged | History |
| TXRHTexas Roadhouse, Inc. | COM | 216,316 | $20.8M | 11.6% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 87,305 | $22.2M | 12.4% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 61,631 | $22.5M | 12.6% | 00.0% | Unchanged | History |