SIB LLC
CIK 1426857 · Holdings on Dec 31, 2023 · First reported Jan 18, 2024
Top ten holdings
Q4 2023- ODFL17.08%
- LULU13.70%
- TXRH13.49%
- JBHT10.25%
- KNX9.23%
- RYAAY8.08%
- LEN.B7.02%
- URBN4.17%
- TOL3.64%
- FND2.91%
Share classes counted separately89.57%
Portfolio value by quarter
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ODFLOLD DOMINION FREIGHT LINE View history and evidence | $33.47M | 17.08% | 82.59K shares | — | ↗▾ | |
| 02 | LULULULULEMON ATHLETICA INC View history and evidence | $26.84M | 13.70% | 52.49K shares | — | ↗▾ | |
| 03 | TXRHTEXAS ROADHOUSE INC View history and evidence | $26.44M | 13.49% | 216.32K shares | — | ↗▾ | |
| 04 | JBHTHUNT (JB) TRANSPRT SVCS INC View history and evidence | $20.10M | 10.25% | 100.61K shares | — | ↗▾ | |
| 05 | KNXKNIGHT-SWIFT TRANSPORTATIONCL A View history and evidence | $18.08M | 9.23% | 313.64K shares | — | ↗▾ | |
| 06 | RYAAYRYANAIR HOLDINGS PLC-SP ADRSPONSORED ADS View history and evidence | $15.83M | 8.08% | 118.70K shares | — | ↗▾ | |
| 07 | LEN.BLENNAR CORP - B SHSCL B View history and evidence | $13.77M | 7.02% | 102.69K shares | — | ↗▾ | |
| 08 | URBNURBAN OUTFITTERS INC View history and evidence | $8.17M | 4.17% | 228.84K shares | — | ↗▾ | |
| 09 | TOLTOLL BROTHERS INC View history and evidence | $7.13M | 3.64% | 69.35K shares | — | ↗▾ | |
| 10 | FNDFLOOR & DECOR HOLDINGS INC-ACL A View history and evidence | $5.71M | 2.91% | 51.18K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1426857 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 18, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 195963561
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.