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Livermore
Livermore
ZHEN

Sib LLC

SEC CIK
0001426857
Latest filing
Jan 15, 2025

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Apr 26, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
19
+1 vs. Q4 2023
Portfolio value
$212.2M
+$16.2M (+8.3%) vs. Q4 2023
Filed
Apr 26, 2024
SEC
Holdings of Sib LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
ODFLOld Dominion Freight Line, Inc.COM165,172$36.2M17.1%00.0%UnchangedConverted for a 2-for-1 splitHistory
TXRHTexas Roadhouse, Inc.COM216,316$33.4M15.7%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock52,493$20.5M9.7%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM100,607$20.0M9.4%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR118,700$17.3M8.1%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A313,639$17.3M8.1%00.0%UnchangedHistory
LEN.BLennar CorpCL B102,692$15.8M7.5%00.0%UnchangedHistory
URBNUrban Outfitters IncCOM228,838$9.94M4.7%00.0%UnchangedHistory
TOLToll Brothers, Inc.COM69,349$8.97M4.2%00.0%UnchangedHistory
FNDFloor & Decor Holdings, Inc.CL A51,179$6.63M3.1%00.0%UnchangedHistory
LOWLowes Companies IncStock25,332$6.45M3.0%00.0%UnchangedHistory
KMXCarMax IncCOM71,946$6.27M3.0%00.0%UnchangedHistory
TBBBBBB Foods IncCL A COM200,000$4.76M2.2%+200,000NewHistory
PHMPultegroup IncCOM25,255$3.05M1.4%00.0%UnchangedHistory
HTLDHeartland Express IncCOM245,232$2.93M1.4%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A240,643$1.20M0.6%00.0%UnchangedHistory
LENLennar CorpCL A4,633$796.8K0.4%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A60,000$426.0K0.2%00.0%UnchangedHistory
FUBOFuboTV Inc.COM127,229$201.0K0.1%00.0%UnchangedHistory