Sib LLC Top Holdings and 13F Report (2024)

About Sib LLC

Sib LLC has $212.18 million in total holdings as of March 31, 2024.
Sib LLC owns shares of 19 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 10.78% of the portfolio was purchased this quarter.
This quarter, Sib LLC has purchased 18 new stocks and bought additional shares in 1 stock.
Sib LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ODFL Old Dominion Freight Line	$36,223,871	$18,111,936 ▲	100.0%	165,172	17.1%	Transportation
TXRH Texas Roadhouse	$33,414,333		0.0%	216,316	15.7%	Retail/Wholesale
LULU Lululemon Athletica	$20,506,390		0.0%	52,493	9.7%	Consumer Discretionary
JBHT J.B. Hunt Transport Services	$20,045,945		0.0%	100,607	9.4%	Transportation
RYAAY Ryanair	$17,281,533		0.0%	118,700	8.1%	Transportation
KNX Knight-Swift Transportation	$17,256,418		0.0%	313,639	8.1%	Transportation
LEN.B Lennar	$15,833,053		0.0%	102,692	7.5%	Construction
URBN Urban Outfitters	$9,936,146		0.0%	228,838	4.7%	Retail/Wholesale
TOL Toll Brothers	$8,971,680		0.0%	69,349	4.2%	Construction
FND Floor & Decor	$6,633,822		0.0%	51,179	3.1%	Construction
LOW Lowe's Companies	$6,452,820		0.0%	25,332	3.0%	Retail/Wholesale
KMX CarMax	$6,267,216		0.0%	71,946	3.0%	Retail/Wholesale
BBB FOODS INC.	$4,756,000	$4,756,000 ▲	New Holding	200,000	2.2%	CL A COM
PHM PulteGroup	$3,046,258		0.0%	25,255	1.4%	Construction
HTLD Heartland Express	$2,928,070		0.0%	245,232	1.4%	Transportation
FIGS FIGS	$1,198,402		0.0%	240,643	0.6%	Retail/Wholesale
LEN Lennar	$796,783		0.0%	4,633	0.4%	Construction
GDRX GoodRx	$426,000		0.0%	60,000	0.2%	Medical
FUBO fuboTV	$201,022		0.0%	127,229	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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