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Livermore
Livermore
ZHEN

Sib LLC

SEC CIK
0001426857
Latest filing
Jan 15, 2025

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Apr 18, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
18
0 vs. Q4 2022
Portfolio value
$161.1M
+$19.9M (+14.1%) vs. Q4 2022
Filed
Apr 18, 2023
SEC
Holdings of Sib LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ODFLOld Dominion Freight Line, Inc.COM82,586$28.1M17.5%00.0%UnchangedHistory
TXRHTexas Roadhouse, Inc.COM216,316$23.4M14.5%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock56,793$20.7M12.8%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A313,639$17.7M11.0%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM100,607$17.7M11.0%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR118,700$11.2M6.9%00.0%UnchangedHistory
LEN.BLennar CorpCL B102,692$9.17M5.7%00.0%UnchangedHistory
URBNUrban Outfitters IncCOM228,838$6.34M3.9%00.0%UnchangedHistory
LOWLowes Companies IncStock25,332$5.07M3.1%00.0%UnchangedHistory
FNDFloor & Decor Holdings, Inc.CL A51,179$5.03M3.1%00.0%UnchangedHistory
KMXCarMax IncCOM71,946$4.62M2.9%00.0%UnchangedHistory
TOLToll Brothers, Inc.COM69,349$4.16M2.6%00.0%UnchangedHistory
HTLDHeartland Express IncCOM245,232$3.90M2.4%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A240,643$1.49M0.9%00.0%UnchangedHistory
PHMPultegroup IncCOM25,255$1.47M0.9%00.0%UnchangedHistory
LENLennar CorpCL A4,633$487.0K0.3%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A60,000$375.0K0.2%00.0%UnchangedHistory
FUBOFuboTV Inc.COM127,229$153.9K0.1%00.0%UnchangedHistory