Sib LLC
- SEC CIK
- 0001426857
- Latest filing
- Jan 15, 2025
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 19, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 19
- 0 vs. Q1 2022
- Portfolio value
- $133.0M
- −$29.5M (−18.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ODFLOld Dominion Freight Line, Inc. | COM | 86,586 | $22.2M | 16.7% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 110,707 | $17.4M | 13.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 60,993 | $16.6M | 12.5% | 00.0% | Unchanged | History |
| TXRHTexas Roadhouse, Inc. | COM | 216,316 | $15.8M | 11.9% | 00.0% | Unchanged | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 313,639 | $14.5M | 10.9% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 118,700 | $7.98M | 6.0% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 71,946 | $6.51M | 4.9% | 00.0% | Unchanged | History |
| LEN.BLennar Corp | CL B | 102,692 | $6.03M | 4.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 25,332 | $4.42M | 3.3% | 00.0% | Unchanged | History |
| URBNUrban Outfitters Inc | COM | 228,838 | $4.27M | 3.2% | 00.0% | Unchanged | History |
| HTLDHeartland Express Inc | COM | 245,232 | $3.41M | 2.6% | 00.0% | Unchanged | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 51,179 | $3.22M | 2.4% | 00.0% | Unchanged | History |
| TOLToll Brothers, Inc. | COM | 69,349 | $3.09M | 2.3% | 00.0% | Unchanged | History |
| TPRTapestry, Inc. | COM | 96,110 | $2.93M | 2.2% | 00.0% | Unchanged | History |
| FIGSFIGS, Inc. | CL A | 240,643 | $2.19M | 1.6% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 25,255 | $1.00M | 0.8% | 00.0% | Unchanged | History |
| FUBOFuboTV Inc. | COM | 254,500 | $629.0K | 0.5% | +127,229+100.0% | Added | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 60,000 | $355.0K | 0.3% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 4,633 | $327.0K | 0.2% | 00.0% | Unchanged | History |