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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
Wesbanco Inc(WSBC)COM950810101$294120.0%
Mercury SYS Inc(MRCY)COM589378108$29780.0%
Bank of NT Butterfield&son L(NTB)SHS NEWG0772R208$298110.0%
Vista Outdoor Inc(VSTOEUR)COM928377100$29990.0%
Nordstrom Inc(JWNUSD)COM655664100$299200.0%
Plug Power Inc(PLUG)COM NEW72919P202$304400.0%
Noble Corp PLC(NE)ORD SHS AG65431127$30460.0%
Topgolf Callaway Brands Corp(CALY)COM131193104$305220.0%
Liberty Media Corp delCOM LBTY SRM S A531229813$306120.0%
SIX Flags Entmt Corp New(SIXEUR)COM83001A102$306130.0%
Materion Corp(MTRN)COM576690101$30630.0%
Lennar Corp(LEN/B)CL B526057302$30730.0%
Fastly Inc(FSLY)CL A31188V100$307160.0%
TFS Finl Corp(TFSL)COM87240R107$308260.0%
Allegiant Travel Co(ALGT)COM01748X102$30840.0%
Xpel Inc(XPEL)COM98379L100$30940.0%
Liberty Latin America LTD(LILAK)COM CL CG9001E128$311380.0%
Viasat Inc(VSAT)COM92552V100$314170.0%
Columbia Finl Inc(CLBK)COM197641103$315200.0%
Veradigm Inc(MDRX)COM01988P108$316240.0%
MGP Ingredients Inc New(MGPI)COM55303J106$31730.0%
Rush Enterprises Inc(RUSHB)CL B781846308$31870.0%
First Advantage Corp New(FA)COM31846B108$318230.0%
Endeavor Group Hldgs Inc(0C3)CL A COM29260Y109$319160.0%
Hecla MNG Co(HL)COM422704106$321820.0%
Calix Inc(CALX)COM13100M509$32170.0%
Townebank Portsmouth VA(TOWN)COM89214P109$322140.0%
Triumph Financial Inc(TFIN)COM89679E300$32450.0%
MP Materials Corp(MP)COM CL A553368101$325170.0%
Eastern Bankshares Inc(EBC)COM27627N105$327260.0%
Dish Network Corporation(DISH)CL A25470M109$329560.0%
Foot Locker Inc(WOO)COM344849104$330190.0%
Kratos Defense & SEC Solutio(KTOS)COM NEW50077B207$331220.0%
California WTR SVC Group(CWT)COM130788102$33270.0%
Helios Technologies Inc(HLIO)COM42328H109$33360.0%
Array Technologies Inc(ARRY)COM SHS04271T100$333150.0%
Cargurus Inc(CARG)COM CL A141788109$333190.0%
Northwestern Corp(NWE)COM NEW668074305$33770.0%
Neurocrine Biosciences Inc(NBIX)COM64125C109$33830.0%
Abercrombie & Fitch Co(ANF)CL A002896207$33960.0%
Banner Corp(BANR)COM NEW06652V208$34080.0%
Renasant Corp(RNST)COM75970E107$341130.0%
Jetblue Awys Corp(JBLU)COM477143101$341740.0%
SPS Comm Inc(SPSC)COM78463M107$34220.0%
Papa Johns Intl Inc(PZZA)COM698813102$34250.0%
Pilgrims Pride Corp(PPC)COM72147K108$343150.0%
Adtalem Global ED Inc(ATGE)COM00737L103$34380.0%
Celsius Hldgs Inc(CELH)COM NEW15118V207$34420.0%
Forward AIR Corp(FWRDUSD)COM349853101$34450.0%
Openlane Inc(OPLN)COM48238T109$344230.0%
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