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Livermore
Livermore
ZHEN

Sib LLC

SEC CIK
0001426857
Latest filing
Jan 15, 2025

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Apr 19, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
19
0 vs. Q4 2021
Portfolio value
$162.5M
−$30.3M (−15.7%) vs. Q4 2021
Filed
Apr 19, 2022
SEC
Holdings of Sib LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ODFLOld Dominion Freight Line, Inc.COM86,586$25.9M15.9%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock60,993$22.3M13.7%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM110,707$22.2M13.7%00.0%UnchangedHistory
TXRHTexas Roadhouse, Inc.COM216,316$18.1M11.1%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A313,639$15.8M9.7%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR118,700$10.3M6.4%00.0%UnchangedHistory
LEN.BLennar CorpCL B102,692$7.02M4.3%00.0%UnchangedHistory
KMXCarMax IncCOM71,946$6.94M4.3%00.0%UnchangedHistory
URBNUrban Outfitters IncCOM228,838$5.75M3.5%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A240,643$5.18M3.2%00.0%UnchangedHistory
LOWLowes Companies IncStock25,332$5.12M3.2%00.0%UnchangedHistory
FNDFloor & Decor Holdings, Inc.CL A51,179$4.15M2.6%00.0%UnchangedHistory
TPRTapestry, Inc.COM96,110$3.57M2.2%00.0%UnchangedHistory
HTLDHeartland Express IncCOM245,232$3.45M2.1%00.0%UnchangedHistory
TOLToll Brothers, Inc.COM69,349$3.26M2.0%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A60,000$1.16M0.7%00.0%UnchangedHistory
PHMPultegroup IncCOM25,255$1.06M0.7%00.0%UnchangedHistory
FUBOFuboTV Inc.COM127,271$836.0K0.5%00.0%UnchangedHistory
LENLennar CorpCL A4,633$376.0K0.2%00.0%UnchangedHistory