Sib LLC
- SEC CIK
- 0001426857
- Latest filing
- Jan 15, 2025
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 19
- 0 vs. Q2 2024
- Portfolio value
- $204.4M
- +$16.7M (+8.9%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TXRHTexas Roadhouse, Inc. | COM | 212,316 | $37.5M | 18.3% | 00.0% | Unchanged | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 163,572 | $32.5M | 15.9% | 00.0% | Unchanged | History |
| LEN.BLennar Corp | CL B | 100,692 | $17.4M | 8.5% | 00.0% | Unchanged | History |
| JBHTHunt J B Transport Services Inc | COM | 98,607 | $17.0M | 8.3% | 00.0% | Unchanged | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 313,439 | $16.9M | 8.3% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 50,493 | $13.7M | 6.7% | 00.0% | Unchanged | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 291,000 | $13.1M | 6.4% | 00.0% | UnchangedConverted for a 5-for-2 split | History |
| TOLToll Brothers, Inc. | COM | 67,949 | $10.5M | 5.1% | 00.0% | Unchanged | History |
| TBBBBBB Foods Inc | CL A COM | 300,000 | $9.00M | 4.4% | 00.0% | Unchanged | History |
| URBNUrban Outfitters Inc | COM | 224,838 | $8.61M | 4.2% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 24,832 | $6.73M | 3.3% | 00.0% | Unchanged | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 50,179 | $6.23M | 3.0% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 70,546 | $5.46M | 2.7% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 24,755 | $3.55M | 1.7% | 00.0% | Unchanged | History |
| HTLDHeartland Express Inc | COM | 245,232 | $3.01M | 1.5% | 00.0% | Unchanged | History |
| FIGSFIGS, Inc. | CL A | 240,643 | $1.65M | 0.8% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 4,633 | $868.6K | 0.4% | 00.0% | Unchanged | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 60,000 | $416.4K | 0.2% | 00.0% | Unchanged | History |
| FUBOFuboTV Inc. | COM | 127,229 | $180.7K | 0.1% | 00.0% | Unchanged | History |