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.
- Positions
- 19
- 0 vs. Q4 2021
- Portfolio value
- $162.5M
- −$30.3M (−15.7%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LENLennar Corp | CL A | 4,633 | $376.0K | 0.2% | 00.0% | Unchanged | History |
| FUBOFuboTV Inc. | COM | 127,271 | $836.0K | 0.5% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 25,255 | $1.06M | 0.7% | 00.0% | Unchanged | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 60,000 | $1.16M | 0.7% | 00.0% | Unchanged | History |
| TOLToll Brothers, Inc. | COM | 69,349 | $3.26M | 2.0% | 00.0% | Unchanged | History |
| HTLDHeartland Express Inc | COM | 245,232 | $3.45M | 2.1% | 00.0% | Unchanged | History |
| TPRTapestry, Inc. | COM | 96,110 | $3.57M | 2.2% | 00.0% | Unchanged | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 51,179 | $4.15M | 2.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 25,332 | $5.12M | 3.2% | 00.0% | Unchanged | History |
| FIGSFIGS, Inc. | CL A | 240,643 | $5.18M | 3.2% | 00.0% | Unchanged | History |
| URBNUrban Outfitters Inc | COM | 228,838 | $5.75M | 3.5% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 71,946 | $6.94M | 4.3% | 00.0% | Unchanged | History |
| LEN.BLennar Corp | CL B | 102,692 | $7.02M | 4.3% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 118,700 | $10.3M | 6.4% | 00.0% | Unchanged | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 313,639 | $15.8M | 9.7% | 00.0% | Unchanged | History |
| TXRHTexas Roadhouse, Inc. | COM | 216,316 | $18.1M | 11.1% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 110,707 | $22.2M | 13.7% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 60,993 | $22.3M | 13.7% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 86,586 | $25.9M | 15.9% | 00.0% | Unchanged | History |