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Livermore
Livermore
ZHEN

Sib LLC

SEC CIK
0001426857
Latest filing
Jan 15, 2025

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 19, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
18
0 vs. Q3 2022
Portfolio value
$141.2M
+$9.99M (+7.6%) vs. Q3 2022
Filed
Jan 19, 2023
SEC
Holdings of Sib LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ODFLOld Dominion Freight Line, Inc.COM82,586$23.4M16.6%−4,000−4.6%ReducedHistory
TXRHTexas Roadhouse, Inc.COM216,316$19.7M13.9%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock56,793$18.2M12.9%−4,200−6.9%ReducedHistory
JBHTHunt J B Transport Services IncCOM100,607$17.5M12.4%−10,100−9.1%ReducedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A313,639$16.4M11.6%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR118,700$8.87M6.3%00.0%UnchangedHistory
LEN.BLennar CorpCL B102,692$7.68M5.4%00.0%UnchangedHistory
URBNUrban Outfitters IncCOM228,838$5.46M3.9%00.0%UnchangedHistory
LOWLowes Companies IncStock25,332$5.05M3.6%00.0%UnchangedHistory
KMXCarMax IncCOM71,946$4.38M3.1%00.0%UnchangedHistory
HTLDHeartland Express IncCOM245,232$3.76M2.7%00.0%UnchangedHistory
FNDFloor & Decor Holdings, Inc.CL A51,179$3.56M2.5%00.0%UnchangedHistory
TOLToll Brothers, Inc.COM69,349$3.46M2.5%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A240,643$1.62M1.1%00.0%UnchangedHistory
PHMPultegroup IncCOM25,255$1.15M0.8%00.0%UnchangedHistory
LENLennar CorpCL A4,633$419.0K0.3%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A60,000$280.0K0.2%00.0%UnchangedHistory
FUBOFuboTV Inc.COM127,229$221.0K0.2%00.0%UnchangedHistory