SIB LLC — 13F holdings

SIB LLC reported 19 holdings worth $190M in its 13F filing for Q4 2024, filed January 15, 2025.

Largest positions

1. TXRH TEXAS ROADHOUSE INC — $33.1M (17.4%)
2. ODFL OLD DOMINION FREIGHT LINE IN — $27.2M (14.3%)
3. LULU LULULEMON ATHLETICA INC — $17.7M (9.3%)
4. KNX KNIGHT-SWIFT TRANSN HLDGS IN — $16.4M (8.7%)
5. JBHT HUNT J B TRANS SVCS INC — $15.7M (8.3%)
6. LEN.B LENNAR CORP — $13.2M (6.9%)
7. RYAAY RYANAIR HOLDINGS PLC — $12.7M (6.7%)
8. URBN URBAN OUTFITTERS INC — $12.3M (6.5%)
9. TBBB BBB Foods Inc — $8.48M (4.5%)
10. TOL TOLL BROTHERS INC — $8.24M (4.3%)