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.
- Positions
- 18
- 0 vs. Q3 2022
- Portfolio value
- $141.2M
- +$9.99M (+7.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FUBOFuboTV Inc. | COM | 127,229 | $221.0K | 0.2% | 00.0% | Unchanged | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 60,000 | $280.0K | 0.2% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 4,633 | $419.0K | 0.3% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 25,255 | $1.15M | 0.8% | 00.0% | Unchanged | History |
| FIGSFIGS, Inc. | CL A | 240,643 | $1.62M | 1.1% | 00.0% | Unchanged | History |
| TOLToll Brothers, Inc. | COM | 69,349 | $3.46M | 2.5% | 00.0% | Unchanged | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 51,179 | $3.56M | 2.5% | 00.0% | Unchanged | History |
| HTLDHeartland Express Inc | COM | 245,232 | $3.76M | 2.7% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 71,946 | $4.38M | 3.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 25,332 | $5.05M | 3.6% | 00.0% | Unchanged | History |
| URBNUrban Outfitters Inc | COM | 228,838 | $5.46M | 3.9% | 00.0% | Unchanged | History |
| LEN.BLennar Corp | CL B | 102,692 | $7.68M | 5.4% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 118,700 | $8.87M | 6.3% | 00.0% | Unchanged | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 313,639 | $16.4M | 11.6% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 100,607 | $17.5M | 12.4% | −10,100−9.1% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 56,793 | $18.2M | 12.9% | −4,200−6.9% | Reduced | History |
| TXRHTexas Roadhouse, Inc. | COM | 216,316 | $19.7M | 13.9% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 82,586 | $23.4M | 16.6% | −4,000−4.6% | Reduced | History |