Sib LLC
- SEC CIK
- 0001426857
- Latest filing
- Jan 15, 2025
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 20, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 19
- −1 vs. Q3 2021
- Portfolio value
- $192.8M
- +$11.7M (+6.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LENLennar Corp | CL A | 4,633 | $538.0K | 0.3% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 25,255 | $1.44M | 0.7% | 00.0% | Unchanged | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 60,000 | $1.96M | 1.0% | 00.0% | Unchanged | History |
| FUBOFuboTV Inc. | COM | 127,271 | $1.98M | 1.0% | 00.0% | Unchanged | History |
| TPRTapestry, Inc. | COM | 96,110 | $3.90M | 2.0% | 00.0% | Unchanged | History |
| HTLDHeartland Express Inc | COM | 245,232 | $4.13M | 2.1% | 00.0% | Unchanged | History |
| TOLToll Brothers, Inc. | COM | 69,349 | $5.02M | 2.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 25,332 | $6.55M | 3.4% | 00.0% | Unchanged | History |
| FIGSFIGS, Inc. | CL A | 240,643 | $6.63M | 3.4% | +149,866+165.1% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 51,179 | $6.65M | 3.5% | 00.0% | Unchanged | History |
| URBNUrban Outfitters Inc | COM | 228,838 | $6.72M | 3.5% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 71,946 | $9.37M | 4.9% | 00.0% | Unchanged | History |
| LEN.BLennar Corp | CL B | 102,692 | $9.82M | 5.1% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 118,700 | $12.1M | 6.3% | 00.0% | Unchanged | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 313,639 | $19.1M | 9.9% | 00.0% | Unchanged | History |
| TXRHTexas Roadhouse, Inc. | COM | 216,316 | $19.3M | 10.0% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 110,707 | $22.6M | 11.7% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 60,993 | $23.9M | 12.4% | −638−1.0% | Reduced | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 86,586 | $31.0M | 16.1% | −719−0.8% | Reduced | History |
Sold out since Q3 2021 (1)
Positions held at the end of Q3 2021 that are gone from this filing.