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Livermore
Livermore
ZHEN

Sib LLC

SEC CIK
0001426857
Latest filing
Jan 15, 2025

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 18, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
18
0 vs. Q3 2023
Portfolio value
$196.0M
+$27.1M (+16.0%) vs. Q3 2023
Filed
Jan 18, 2024
SEC
Holdings of Sib LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
ODFLOld Dominion Freight Line, Inc.COM82,586$33.5M17.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock52,493$26.8M13.7%−4,300−7.6%ReducedHistory
TXRHTexas Roadhouse, Inc.COM216,316$26.4M13.5%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM100,607$20.1M10.3%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A313,639$18.1M9.2%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR118,700$15.8M8.1%00.0%UnchangedHistory
LEN.BLennar CorpCL B102,692$13.8M7.0%00.0%UnchangedHistory
URBNUrban Outfitters IncCOM228,838$8.17M4.2%00.0%UnchangedHistory
TOLToll Brothers, Inc.COM69,349$7.13M3.6%00.0%UnchangedHistory
FNDFloor & Decor Holdings, Inc.CL A51,179$5.71M2.9%00.0%UnchangedHistory
LOWLowes Companies IncStock25,332$5.64M2.9%00.0%UnchangedHistory
KMXCarMax IncCOM71,946$5.52M2.8%00.0%UnchangedHistory
HTLDHeartland Express IncCOM245,232$3.50M1.8%00.0%UnchangedHistory
PHMPultegroup IncCOM25,255$2.61M1.3%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A240,643$1.67M0.9%00.0%UnchangedHistory
LENLennar CorpCL A4,633$690.5K0.4%00.0%UnchangedHistory
FUBOFuboTV Inc.COM127,229$404.6K0.2%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A60,000$402.0K0.2%00.0%UnchangedHistory