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Livermore
Livermore
ZHEN

Sib LLC

SEC CIK
0001426857
Latest filing
Jan 15, 2025

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
18
0 vs. Q1 2023
Portfolio value
$176.0M
+$14.9M (+9.2%) vs. Q1 2023
Filed
Jul 14, 2023
SEC
Holdings of Sib LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ODFLOld Dominion Freight Line, Inc.COM82,586$30.5M17.4%00.0%UnchangedHistory
TXRHTexas Roadhouse, Inc.COM216,316$24.3M13.8%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock56,793$21.5M12.2%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM100,607$18.2M10.4%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A313,639$17.4M9.9%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR118,700$13.1M7.5%00.0%UnchangedHistory
LEN.BLennar CorpCL B102,692$11.6M6.6%00.0%UnchangedHistory
URBNUrban Outfitters IncCOM228,838$7.58M4.3%00.0%UnchangedHistory
KMXCarMax IncCOM71,946$6.02M3.4%00.0%UnchangedHistory
LOWLowes Companies IncStock25,332$5.72M3.2%00.0%UnchangedHistory
TOLToll Brothers, Inc.COM69,349$5.48M3.1%00.0%UnchangedHistory
FNDFloor & Decor Holdings, Inc.CL A51,179$5.32M3.0%00.0%UnchangedHistory
HTLDHeartland Express IncCOM245,232$4.02M2.3%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A240,643$1.99M1.1%00.0%UnchangedHistory
PHMPultegroup IncCOM25,255$1.96M1.1%00.0%UnchangedHistory
LENLennar CorpCL A4,633$580.6K0.3%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A60,000$331.2K0.2%00.0%UnchangedHistory
FUBOFuboTV Inc.COM127,229$264.6K0.2%00.0%UnchangedHistory