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SJS Investment Consulting Inc.

Q3 2023 Holdings

Filed 2023-10-17 | 2069 holdings | $398.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
John Bean Technologies Corp(JBTM)COM477839104$63160.0%
MSA Safety Inc(MSA)COM553498106$63140.0%
Hamilton Lane Inc(HLNE)CL A407497106$63470.0%
Associated Banc Corp(ASB)COM045487105$634370.0%
Euronet Worldwide Inc(EEFT)COM298736109$63680.0%
Repligen Corp(RGEN)COM759916109$63740.0%
Ziff Davis Inc(ZD)COM48123V102$637100.0%
Cognex Corp(CGNX)COM192422103$637150.0%
Quaker Houghton(KWR)COM747316107$64040.0%
Ryder SYS Inc(R)COM783549108$64260.0%
Magnolia Oil & Gas Corp(MGY)CL A559663109$642280.0%
Exlservice Holdings Inc(EXLS)COM302081104$645230.0%
Workday Inc(WDAY)CL A98138H101$64530.0%
Heico Corp New(HEI/A)CL A422806208$64750.0%
Heico Corp New(HEI)COM422806109$64840.0%
Portland GEN Elec Co(POR)COM NEW736508847$648160.0%
ADT Inc del(ADT)COM00090Q103$6481080.0%
Armstrong World Inds Inc New(AWI)COM04247X102$64890.0%
Home Bancshares Inc(HOMB)COM436893200$650310.0%
Hilton Grand Vacations Inc(HGV)COM43283X105$652160.0%
Patterson COS Inc(PDCOEUR)COM703395103$653220.0%
Ameris Bancorp(ABCB)COM03076K108$653170.0%
Brinks Co(BCO)COM109696104$65490.0%
Corcept Therapeutics Inc(CORT)COM218352102$654240.0%
J & J Snack Foods Corp(JJSF)COM466032109$65540.0%
National Beverage Corp(FIZZ)COM635017106$659140.0%
Brady Corp(BRC)CL A104674106$660120.0%
United Bankshares Inc West V(UBSI)COM909907107$663240.0%
Wayfair Inc(W)CL A94419L101$667110.0%
GAP Inc(GAP)COM364760108$670630.0%
National Fuel Gas Co(NFG)COM636180101$675130.0%
Hillenbrand Inc(9HI)COM431571108$677160.0%
Burlington Stores Inc(BURL)COM122017106$67750.0%
Ceridian HCM Hldg Inc(DAY)COM15677J108$679100.0%
American Airls Group Inc(AAL)COM02376R102$679530.0%
Otter Tail Corp(OTTR)COM689648103$68490.0%
Enovis Corporation(ENOV)COM194014502$686130.0%
Casella Waste SYS Inc(CWST)CL A147448104$68790.0%
Jackson Financial Inc(JXN)COM CL A46817M107$688180.0%
Mongodb Inc(MDB)CL A60937P106$69220.0%
Carters Inc(CRI)COM146229109$692100.0%
Horizon Therapeutics PUB LSHSG46188101$69560.0%
Cathay GEN Bancorp(CATY)COM149150104$696200.0%
LGI Homes Inc(LGIH)COM50187T106$69770.0%
American Eagle Outfitters in(AEO)COM02553E106$698420.0%
Helen of Troy LTD(HELE)COMG4388N106$70060.0%
CSW Industrials Inc(CSW)COM126402106$70140.0%
RBC Bearings Inc(RBC)COM75524B104$70330.0%
First Finl Bankshares Inc(FFIN)COM32020R109$704280.0%
Direxion SHS ETF TR(SPXL)DRX S&P500BULL25459W862$70490.0%
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