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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
Spectrum Brands Hldgs Inc NE(SPB)COM84790A105$784100.0%
Coherent Corp(COHR)COM19247G107$784240.0%
Southwest Gas Hldgs Inc(SWX)COM844895102$786130.0%
Sealed AIR Corp New(SEE)COM81211K100$789240.0%
Albertsons COS Inc(ACI)COMMON STOCK013091103$797350.0%
Halozyme Therapeutics Inc(HALO)COM40637H109$803210.0%
FMC Corp(FMC)COM NEW302491303$804120.0%
O-I Glass Inc(OI)COM67098H104$804480.0%
Nelnet Inc(NNI)CL A64031N108$80490.0%
Robinhood Mkts Inc(HOOD)COM CL A770700102$805820.0%
UMB Finl Corp(UMBF)COM902788108$807130.0%
Option Care Health Inc(OPCH)COM NEW68404L201$809250.0%
Unifirst Corp Mass(UNF)COM904708104$81650.0%
Bio-Techne Corp(TECH)COM09073M104$817120.0%
Yeti Hldgs Inc(YETI)COM98585X104$820170.0%
LCI Inds(LCII)COM50189K103$82270.0%
Texas Cap Bancshares Inc(TCBI)COM88224Q107$825140.0%
Perrigo Co PLC(PRGO)SHSG97822103$831260.0%
Live Nation Entertainment in(LYV)COM538034109$831100.0%
Cabot Corp(CBT)COM127055101$832120.0%
Wendys Co(WEN)COM95058W100$837410.0%
Summit Matls Inc(7SU)CL A86614U100$841270.0%
Hancock Whitney Corporation(HWC)COM410120109$851230.0%
Academy Sports & Outdoors in(ASO)COM00402L107$851180.0%
New Jersey RES Corp(NJR)COM646025106$854210.0%
Marketaxess Hldgs Inc(MKTX)COM57060D108$85540.0%
Intellia Therapeutics Inc(NTLA)COM45826J105$855270.0%
Teradata Corp del(TDC)COM88076W103$856190.0%
Rush Enterprises Inc(RUSHA)CL A781846209$858210.0%
Harley Davidson Inc(HOG)COM412822108$860260.0%
Silgan Hldgs Inc(SLGN)COM827048109$863200.0%
Mastec Inc(MTZ)COM576323109$864120.0%
Liberty Media Corp del(LM0C)COM LBTY SRM S C531229789$866340.0%
Pennymac Finl Svcs Inc New(PFSI)COM70932M107$866130.0%
Lauder Estee COS Inc(EL)CL A518439104$86860.0%
Cadence Bank(CADE)COM12740C103$871410.0%
Dolby Laboratories Inc(DLB)COM CL A25659T107$872110.0%
Splunk Inc(SPLKCHF)COM848637104$87860.0%
Fuller H B Co(FUL)COM359694106$892130.0%
Skyline Champion Corporation(SKY)COM830830105$893140.0%
California RES Corp(CRC)COM STOCK13057Q305$897160.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$902120.0%
Valvoline Inc(VVV)COM92047W101$903280.0%
Southern Copper Corp(SCCO)COM84265V105$904120.0%
Wyndham Hotels & Resorts Inc(WH)COM98311A105$905130.0%
Tyson Foods Inc(TSN)CL A902494103$909180.0%
IPG Photonics Corp(IPGP)COM44980X109$91490.0%
Align Technology Inc(ALGN)COM016255101$91630.0%
Prestige Consmr Healthcare I(PBH)COM74112D101$916160.0%
Qualys Inc(QLYS)COM74758T303$91660.0%
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