SIB LLC
CIK 1426857 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- TXRH19.43%
- ODFL15.39%
- JBHT8.41%
- KNX8.34%
- LULU8.04%
- LEN.B7.48%
- RYAAY7.22%
- URBN4.92%
- TOL4.17%
- TBBB3.81%
Share classes counted separately87.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TXRHWeight increased · +3.68 pp15.75% → 19.43%Shares -4.00K (-1.85%)
- ODFLWeight decreased · -1.68 pp17.07% → 15.39%Shares -1.60K (-0.97%)
- LULUWeight decreased · -1.62 pp9.66% → 8.04%Shares -2.00K (-3.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TXRHTEXAS ROADHOUSE INC View history and evidence | $36.46M | 19.43% | 212.32K shares | 15.75% → 19.43%+3.68 pp -4.00K (-1.85%) | Reduced | ↗▾ |
| 02 | ODFLOLD DOMINION FREIGHT LINE View history and evidence | $28.89M | 15.39% | 163.57K shares | 17.07% → 15.39%-1.68 pp -1.60K (-0.97%) | Reduced | ↗▾ |
| 03 | JBHTHUNT (JB) TRANSPRT SVCS INC View history and evidence | $15.78M | 8.41% | 98.61K shares | 9.45% → 8.41%-1.04 pp -2.00K (-1.99%) | Reduced | ↗▾ |
| 04 | KNXKNIGHT-SWIFT TRANSPORTATIONCL A View history and evidence | $15.65M | 8.34% | 313.44K shares | 8.13% → 8.34%+0.21 pp -200 (-0.06%) | Reduced | ↗▾ |
| 05 | LULULULULEMON ATHLETICA INC View history and evidence | $15.08M | 8.04% | 50.49K shares | 9.66% → 8.04%-1.62 pp -2.00K (-3.81%) | Reduced | ↗▾ |
| 06 | LEN.BLENNAR CORP - B SHSCL B View history and evidence | $14.04M | 7.48% | 100.69K shares | 7.46% → 7.48%+0.02 pp -2.00K (-1.95%) | Reduced | ↗▾ |
| 07 | RYAAYRYANAIR HOLDINGS PLC-SP ADRSPONSORED ADS View history and evidence | $13.55M | 7.22% | 116.40K shares | 8.14% → 7.22%-0.92 pp -2.30K (-1.94%) | Reduced | ↗▾ |
| 08 | URBNURBAN OUTFITTERS INC View history and evidence | $9.23M | 4.92% | 224.84K shares | 4.68% → 4.92%+0.24 pp -4.00K (-1.75%) | Reduced | ↗▾ |
| 09 | TOLTOLL BROTHERS INC View history and evidence | $7.83M | 4.17% | 67.95K shares | 4.23% → 4.17%-0.06 pp -1.40K (-2.02%) | Reduced | ↗▾ |
| 10 | TBBBBBB FOODS INC-CLASS ACL A COM View history and evidence | $7.16M | 3.81% | 300.00K shares | 2.24% → 3.81%+1.57 pp +100.00K (+50.00%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1426857 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Aug 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 187645494
}Take these holdings further.
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