Sib LLC — Q2 2021 13F Holdings

Name: Sib LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001426857

Total reported value

$189.8M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	LULU	Lululemon Athletica INC	Stock-Consumer Disc	12.58%	—	—
2	ODFL	Old Dominion Freight Line	Stock-Industrials	12.39%	—	—
3	TXRH	Texas Roadhouse INC	Stock-Consumer Disc	11.64%	—	—
4	JBHT	Hunt (jb) Transprt Svcs INC	Stock-Industrials	10.09%	—	—
5	KNX	Knight-swift Transportation	Stock-Industrials	7.98%	—	—
6	RYAAY	Ryanair Holdings Plc-sp Adr	Stock-Industrials	7.19%	—	—
7	URBN	Urban Outfitters INC	Stock-Consumer Disc	5.28%	—	—
8	KMX	Carmax INC	Stock-Consumer Disc	5.20%	—	—
9	LEN-B	Lennar CORP - B Shs	Stock-Other	4.68%	—	—
10	2655787D	Blueprint Medicines CORP	Stock-Other	3.21%	—	—
11	FND	Floor & Decor Holdings Inc-a	Stock-Consumer Disc	3.03%	—	—
12	LOW	Lowe's Cos INC	Stock-Consumer Disc	2.75%	—	—
13	FIGS	Figs Inc-class A	Stock-Other	2.54%	—	—
14	HTLD	Heartland Express INC	Stock-Other	2.35%	—	—
15	TPR	Tapestry INC	Stock-Consumer Disc	2.34%	—	—
16	FUBOGBP	Fubotv INC	Stock-Other	2.29%	—	—
17	TOL	Toll Brothers INC	Stock-Consumer Disc	2.24%	—	—
18	GDRX	Goodrx Holdings Inc-class A	Stock-Other	1.21%	—	—
19	PHM	Pultegroup INC	Stock-Consumer Disc	0.77%	—	—
20	LEN	Lennar Corp-a	Stock-Consumer Disc	0.26%	—	—
21	FRANUSD	Francescas Holdings CORP	Stock-Other	—	—	—

Position changes disclosed by Sib LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ODFL	Old Dominion Freight Line	—	EXIT	Sold out
2	TXRH	Texas Roadhouse INC	—	EXIT	Sold out
3	LULU	Lululemon Athletica INC	—	EXIT	Sold out
4	JBHT	Hunt (jb) Transprt Svcs INC	—	EXIT	Sold out
5	KNX	Knight-swift Transportation	—	EXIT	Sold out
6	RYAAY	Ryanair Holdings Plc-sp Adr	—	EXIT	Sold out
7	KMX	Carmax INC	—	EXIT	Sold out
8	URBN	Urban Outfitters INC	—	EXIT	Sold out
9	LEN-B	Lennar CORP - B Shs	—	EXIT	Sold out
10	2655787D	Blueprint Medicines CORP	—	EXIT	Sold out
11	FND	Floor & Decor Holdings Inc-a	—	EXIT	Sold out
12	LOW	Lowe's Cos INC	—	EXIT	Sold out
13	HTLD	Heartland Express INC	—	EXIT	Sold out
14	TPR	Tapestry INC	—	EXIT	Sold out
15	TOL	Toll Brothers INC	—	EXIT	Sold out
16	FUBOGBP	Fubotv INC	—	EXIT	Sold out
17	GDRX	Goodrx Holdings Inc-class A	—	EXIT	Sold out
18	PHM	Pultegroup INC	—	EXIT	Sold out
19	LEN	Lennar Corp-a	—	EXIT	Sold out
20	FRANUSD	Francescas Holdings CORP	—	EXIT	Sold out