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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
MGE Energy Inc(MGEE)COM55277P104$48070.0%
Penumbra Inc(PEN)COM70975L107$48420.0%
Kontoor Brands Inc(KTB)COM50050N103$484110.0%
Reynolds Consumer Prods Inc(REYN)COM76171L106$487190.0%
Artisan Partners Asset Mgmt(APAM)CL A04316A108$487130.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$48860.0%
Knife River Corp(KNF)COMMON STOCK498894104$489100.0%
ST JOE Co(JOE)COM790148100$48990.0%
Frontdoor Inc(FTDR)COM35905A109$490160.0%
Atlantic UN Bankshares Corp(AUB)COM04911A107$490170.0%
Enact Hldgs Inc(ACT)COM29249E109$491180.0%
Simmons 1ST Natl Corp(SFNC)CL A $1 PAR828730200$492290.0%
Hubspot Inc(HUBS)COM443573100$49310.0%
Cogent Communications Hldgs(CCOI)COM NEW19239V302$49680.0%
Lumentum Hldgs Inc(LITE)COM55024U109$497110.0%
Kennametal Inc(KMT)COM489170100$498200.0%
Mcgrath Rentcorp(MGRC)COM580589109$50250.0%
Unity Software Inc(U)COM91332U101$503160.0%
Advance Auto Parts Inc(AAP)COM00751Y106$50490.0%
Conmed Corp(CNMD)COM207410101$50550.0%
Seaworld Entmt Inc(PRKS)COM81282V100$509110.0%
Spire Inc(SR)COM84857L101$51090.0%
Wsfs Finl Corp(WSFS)COM929328102$511140.0%
Lemonade Inc(LMND)COM52567D107$512440.0%
CVB Finl Corp(CVBF)COM126600105$514310.0%
Exponent Inc(EXPO)COM30214U102$51460.0%
United States Cellular Corp(AD)COM911684108$516120.0%
Invesco Exch Traded FD TR II(TAN)SOLAR ETF46138G706$518100.0%
Alamo Group Inc(ALG)COM011311107$51930.0%
Solaredge Technologies Inc(SEDG)COM83417M104$51940.0%
ABM Inds Inc(ABM)COM000957100$521130.0%
Bankunited Inc(BKU)COM06652K103$523230.0%
Consol Energy Inc New(CEIXEUR)COM20854L108$52550.0%
UGI Corp New(UGI)COM902681105$529230.0%
Dana Inc(DAN)COM235825205$529360.0%
Cavco Inds Inc del(CVCO)COM149568107$53220.0%
Hostess Brands Inc(TWNKEUR)CL A44109J106$533160.0%
Netscout SYS Inc(NTCT)COM64115T104$533190.0%
United Cmnty BKS Blairsvle G(UCB)COM90984P303$534210.0%
Winnebago Inds Inc(WGO)COM974637100$53690.0%
Tronox Holdings PLC(TROX)SHSG9087Q102$538400.0%
Neogen Corp(NEOG)COM640491106$538290.0%
Madden Steven LTD(SHOO)COM556269108$541170.0%
Yelp Inc(YELP)CL A985817105$541130.0%
Gibraltar Inds Inc(ROCK)COM374689107$54180.0%
Moelis & Co(MC)CL A60786M105$542120.0%
Verra Mobility Corp(VRRM)CL A COM STK92511U102$543290.0%
One Gas Inc(OGS)COM68235P108$54780.0%
Grocery Outlet Hldg Corp(GO)COM39874R101$549190.0%
Cactus Inc(WHD)CL A127203107$553110.0%
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