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Size ($ in 1000's)
At 03/31/2024: $212,175
At 12/31/2023: $195,964
Sib LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sib LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Sib LLC top holdings by largest position size, as per the latest 13f filing made by Sib LLC.
In the Sib LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sib LLC in that top holding, then the share count change between reporting periods, and finally the Sib LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| OLD DOMINION FGHT LINES INC |
165,172 |
+82,586 |
$36,224 | | ODFL | 165,172 | +82,586 | $36,224 | | TEXAS ROADHOUSE INC |
216,316 |
UNCH |
$33,414 | | TXRH | 216,316 | UNCH | $33,414 | | LULULEMON ATHLETICA INC |
52,493 |
UNCH |
$20,506 | | LULU | 52,493 | UNCH | $20,506 | | HUNT J B TRANS SVCS INC |
100,607 |
UNCH |
$20,046 | | JBHT | 100,607 | UNCH | $20,046 | | RYANAIR HLDGS PLC |
118,700 |
UNCH |
$17,282 | | RYAAY | 118,700 | UNCH | $17,282 | | KNIGHT SWIFT TRANSN HLDGS INC |
313,639 |
UNCH |
$17,256 | | KNX | 313,639 | UNCH | $17,256 |  LENNAR CORP. |
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$16,630 | | LEN.B | 102,692 | UNCH | $15,833 | | LEN | 4,633 | UNCH | $797 | | URBAN OUTFITTERS INC |
228,838 |
UNCH |
$9,936 | | URBN | 228,838 | UNCH | $9,936 | | TOLL BROTHERS INC |
69,349 |
UNCH |
$8,972 | | TOL | 69,349 | UNCH | $8,972 | | FLOOR & DCOR |
51,179 |
UNCH |
$6,634 | | FND | 51,179 | UNCH | $6,634 | | LOWES COS INC |
25,332 |
UNCH |
$6,453 | | LOW | 25,332 | UNCH | $6,453 | | CARMAX INC |
71,946 |
UNCH |
$6,267 | | KMX | 71,946 | UNCH | $6,267 | | BBB FOODS INC. |
200,000 |
+200,000 |
$4,756 | | TBBB | 200,000 | +200,000 | $4,756 | | PULTE GROUP INC |
25,255 |
UNCH |
$3,046 | | PHM | 25,255 | UNCH | $3,046 | | HEARTLAND EXPRESS INC |
245,232 |
UNCH |
$2,928 | | HTLD | 245,232 | UNCH | $2,928 | | FIGS INC. |
240,643 |
UNCH |
$1,198 | | FIGS | 240,643 | UNCH | $1,198 | | GOODRX HOLDINGS INC |
60,000 |
UNCH |
$426 | | GDRX | 60,000 | UNCH | $426 |
See Full List: All Stocks Held By Sib LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sib LLC
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