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JFS Wealth Advisors, LLC

Q4 2022 Holdings

Filed 2023-02-13 | 1957 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Coherent Corp(COHR)COM19247G107$632180.0%
PNM RES Inc(TXNM)COM69349H107$634130.0%
Victory Cap Hldgs Inc(VCTR)COM CL A92645B103$644240.0%
Gevo Inc(GEVO)COM PAR374396406$6463400.0%
Century Cmntys Inc(CCS)COM156504300$650130.0%
Lindsay Corp(LNN)COM535555106$65140.0%
Enpro Inds Inc(NPO)COM29355X107$65260.0%
Eastern Bankshares Inc(EBC)COM27627N105$656380.0%
Avalon Hldgs Corp(AWX)CL A05343P109$6572390.0%
Biocryst Pharmaceuticals Inc(BCRX)COM09058V103$666580.0%
Grab Holdings Limited(GRAB)CLASS A ORDG4124C109$6702080.0%
PAN Amern Silver Corp(PAAS)COM697900108$686420.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$688110.0%
Hertz Global Hldgs Inc(HTZ)COM NEW42806J700$693450.0%
Pacira Biosciences Inc(PCRX)COM695127100$695180.0%
Hain Celestial Group Inc(HAIN)COM405217100$696430.0%
Brookfield Infrastructure Co(1939900D)COM SB VTG SHS A11275Q107$700180.0%
Warner Music Group Corp(WMG)COM CL A934550203$700200.0%
EVO Pmts Inc(EVOP1EUR)CL A COM26927E104$711210.0%
Spotify Technology S A(SPOT)SHSL8681T102$71190.0%
Sendas Distribuidora S A(ASAIY)SPON ADS81689T104$714390.0%
Semtech Corp(SMTC)COM816850101$717250.0%
Snowflake Inc(SNOW)CL A833445109$71850.0%
Group 1 Automotive Inc(GPI)COM398905109$72140.0%
Frontdoor Inc(FTDR)COM35905A109$728350.0%
Alpha Metallurgical Resour I(AMR)COM020764106$73250.0%
Roku Inc(ROKU)COM CL A77543R102$733180.0%
Shutterstock Inc(SSTK)COM825690100$738140.0%
Owens & Minor Inc New(ACH)COM690732102$742380.0%
Digital World Acquisition Co(DJT)CLASS A COM25400Q105$750500.0%
Compugen LTD(CGEN)ORDM25722105$7501,0480.0%
Genworth Finl Inc(GNW)COM CL A37247D106$7561430.0%
Madison Square Grdn Entertnm(SPHR)CL A55826T102$764170.0%
Weibo Corp(WB)SPONSORED ADR948596101$765400.0%
American Eagle Outfitters in(AEO)COM02553E106$768550.0%
Laureate Education Inc(LAUR)COMMON STOCK518613203$770800.0%
Harmony Biosciences Hldgs in(HRMY)COM413197104$771140.0%
Kennedy-Wilson Holdings Inc(KW)COM489398107$771490.0%
Artisan Partners Asset Mgmt(APAM)CL A04316A108$772260.0%
CVR Energy Inc(CVI)COM12662P108$784250.0%
Rayonier Inc(RYN)COM754907103$791240.0%
Yelp Inc(YELP)CL A985817105$793290.0%
Axcelis Technologies Inc(ACLS)COM NEW054540208$794100.0%
Grupo Televisa S A B(TLV)SPON ADR REP ORD40049J206$7981750.0%
Organigram Hldgs IncCOM68620P101$8001,0000.0%
Generac Hldgs Inc(GNRC)COM368736104$80580.0%
GXO Logistics Incorporated(GXO)COMMON STOCK36262G101$811190.0%
Compania Cervecerias Unidas(CCU)SPONSORED ADR204429104$813620.0%
Lennar Corp(LEN/B)CL B526057302$823110.0%
Axon Enterprise Inc(AXON)COM05464C101$83050.0%
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