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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
19
0 vs. Q2 2024
Portfolio value
$204.4M
+$16.7M (+8.9%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Sib LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
FUBOFuboTV Inc.COM127,229$180.7K0.1%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A60,000$416.4K0.2%00.0%UnchangedHistory
LENLennar CorpCL A4,633$868.6K0.4%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A240,643$1.65M0.8%00.0%UnchangedHistory
HTLDHeartland Express IncCOM245,232$3.01M1.5%00.0%UnchangedHistory
PHMPultegroup IncCOM24,755$3.55M1.7%00.0%UnchangedHistory
KMXCarMax IncCOM70,546$5.46M2.7%00.0%UnchangedHistory
FNDFloor & Decor Holdings, Inc.CL A50,179$6.23M3.0%00.0%UnchangedHistory
LOWLowes Companies IncStock24,832$6.73M3.3%00.0%UnchangedHistory
URBNUrban Outfitters IncCOM224,838$8.61M4.2%00.0%UnchangedHistory
TBBBBBB Foods IncCL A COM300,000$9.00M4.4%00.0%UnchangedHistory
TOLToll Brothers, Inc.COM67,949$10.5M5.1%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR291,000$13.1M6.4%00.0%UnchangedConverted for a 5-for-2 splitHistory
LULUlululemon athletica inc.Stock50,493$13.7M6.7%00.0%UnchangedHistory
KNXKnight-Swift Transportation Holdings Inc.CL A313,439$16.9M8.3%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM98,607$17.0M8.3%00.0%UnchangedHistory
LEN.BLennar CorpCL B100,692$17.4M8.5%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM163,572$32.5M15.9%00.0%UnchangedHistory
TXRHTexas Roadhouse, Inc.COM212,316$37.5M18.3%00.0%UnchangedHistory