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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
Asbury Automotive Group Inc(ABG)COM043436104$92140.0%
Monolithic PWR SYS Inc(MPWR)COM609839105$92420.0%
Caesars Entertainment Inc NE(CZR)COM12769G100$927200.0%
F N B Corp(FNB)COM302520101$928860.0%
Spotify Technology S A(SPOT)SHSL8681T102$92860.0%
Eversource Energy(ES)COM30040W108$931160.0%
Digital Turbine Inc(APPS)COM NEW25400W102$9321540.0%
Goodyear Tire & Rubr Co(GT)COM382550101$933750.0%
Stericycle Inc(SRCLEUR)COM858912108$939210.0%
American Centy ETF TR(AVGE)AVANTIS ALL EQT025072232$941160.0%
Esco Technologies Inc(ESE)COM296315104$94190.0%
Synovus Finl Corp(SYU1)COM NEW87161C501$946340.0%
Zebra Technologies Corporati(ZBRA)CL A989207105$94740.0%
Bath & Body Works Inc(BBWI)COM070830104$947280.0%
Federated Hermes Inc(FHI)CL B314211103$949280.0%
M D C Hldgs Inc(MDC1USD)COM552676108$949230.0%
Healthequity Inc(HQY)COM42226A107$950130.0%
Manpowergroup Inc WIS(MAN)COM56418H100$954130.0%
Acushnet Hldgs Corp(GOLF)COM005098108$955180.0%
Valley Natl Bancorp(VLY)COM919794107$9591120.0%
API Group Corp(APG)COM STK00187Y100$960370.0%
MDU RES Group Inc(MDU)COM552690109$960490.0%
Illumina Inc(ILMN)COM452327109$96170.0%
Enphase Energy Inc(ENPH)COM29355A107$96280.0%
Columbia Sportswear Co(COLM)COM198516106$964130.0%
Howard Hughes Holdings Inc(HHH)COM44267T102$964130.0%
Toronto Dominion BK ONT(TD)COM NEW891160509$965160.0%
PPL Corp(PPL)COM69351T106$966410.0%
American Eqty Invt Life HLD(AELUSD)COM025676206$966180.0%
OGE Energy Corp(OGE)COM670837103$967290.0%
Visteon Corp(VC)COM NEW92839U206$96870.0%
NCR Corp New(VYX)COM62886E108$971360.0%
KB Home(KBH)COM48666K109$973210.0%
American Elec PWR Co Inc(AEP)COM025537101$978130.0%
Generac Hldgs Inc(GNRC)COM368736104$98190.0%
Denbury Inc(DENEUR)COM24790A101$982100.0%
FOX Corp(FOX)CL B COM35137L204$982340.0%
Teleflex Incorporated(TFX)COM879369106$98350.0%
Corvel Corp(CRVL)COM221006109$98450.0%
TRI Pointe Homes Inc(TPH)COM87265H109$985360.0%
AES Corp(AES)COM00130H105$988650.0%
Adient PLC(ADNT)ORD SHSG0084W101$991270.0%
Lancaster Colony Corp(MZTI)COM513847103$99260.0%
Louisiana PAC Corp(LPX)COM546347105$995180.0%
Nexstar Media Group Inc(NXST)COMMON STOCK65336K103$1.0K70.0%
Cullen Frost Bankers Inc(CFR)COM229899109$1.0K110.0%
Marriott Vacations Worldwide(VAC)COM57164Y107$1.0K100.0%
Badger Meter Inc(BMI)COM056525108$1.0K70.0%
TKO Group Holdings Inc(TKO)CL A87256C101$1.0K120.0%
Peloton Interactive Inc(PTON)CL A COM70614W100$1.0K2000.0%
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