IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SJS Investment Consulting Inc.

Q1 2024 Holdings

Filed 2024-04-18 | 2108 holdings | $500.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Cytokinetics Inc(CYTK)COM NEW23282W605$35150.0%
Krispy Kreme Inc(DNUT)COM50101L106$351230.0%
Avista Corp(AVA)COM05379B107$351100.0%
Heartland Finl USA Inc(HTLFEUR)COM42234Q102$352100.0%
Insmed Inc(INSM)COM PAR $.01457669307$353130.0%
MYR Group Inc del(MYRG)COM55405W104$35420.0%
Chord Energy Corporation(CHRD)COM NEW674215207$35720.0%
Patrick Inds Inc(PATK)COM703343103$35930.0%
AAR Corp(AIR)COM000361105$36060.0%
Leggett & Platt Inc(LEG)COM524660107$364190.0%
Openlane Inc(OPLN)COM48238T109$364210.0%
TFS Finl Corp(TFSL)COM87240R107$365290.0%
United States Cellular Corp(AD)COM911684108$365100.0%
The ODP Corp(ODP1)COM88337F105$37270.0%
Pactiv Evergreen IncCOM69526K105$373260.0%
Bloomin Brands Inc(BLMN)COM094235108$373130.0%
Unity Software Inc(U)COM91332U101$374140.0%
Rush Enterprises Inc(RUSHB)CL B781846308$37470.0%
Masterbrand Inc(MBC)COMMON STOCK57638P104$375200.0%
Dave & Busters Entmt Inc(PLAY)COM238337109$37660.0%
FB Finl Corp(FBK)COM30257X104$377100.0%
Under Armour Inc(UAA)CL A904311107$377510.0%
PJT Partners Inc(PJT)COM CL A69343T107$37840.0%
Wafd Inc(WAFD)COM938824109$378130.0%
Solarwinds Corp(0OIA)COM NEW83417Q204$379300.0%
Ingevity Corp(NGVT)COM45688C107$38280.0%
Viavi Solutions Inc(VIAV)COM925550105$382420.0%
Wiley John & Sons Inc(WLY)CL A968223206$382100.0%
Black Hills Corp(BKH)COM092113109$38370.0%
Bank of NT Butterfield&son L(NTB)SHS NEWG0772R208$384120.0%
Zscaler Inc(ZS)COM98980G102$38620.0%
Cogent Communications Hldgs(CCOI)COM NEW19239V302$39260.0%
MGE Energy Inc(MGEE)COM55277P104$39450.0%
Callon Pete Co del(CPE*)COM13123X508$394110.0%
Brookfield Renewable CorpCL A SUB VTG11284V105$394160.0%
Sofi Technologies Inc(SOFI)COM83406F102$395540.0%
Perficient Inc(PRFTUSD)COM71375U101$39570.0%
Columbia Finl Inc(CLBK)COM197641103$396230.0%
Levi Strauss & Co New(LEVI)CL A COM STK52736R102$400200.0%
Squarespace Inc(8DT)CLASS A85225A107$401110.0%
Buckle Inc(BKE)COM118440106$403100.0%
First Finl Bancorp OH(FFBC)COM320209109$404180.0%
Digital Turbine Inc(APPS)COM NEW25400W102$4041540.0%
Kratos Defense & SEC Solutio(KTOS)COM NEW50077B207$405220.0%
Pacific Premier Bancorp(LF2)COM69478X105$408170.0%
Independent Bank Group Inc(IBTXUSD)COM45384B106$41190.0%
Endeavor Group Hldgs Inc(0C3)CL A COM29260Y109$412160.0%
Exponent Inc(EXPO)COM30214U102$41450.0%
Under Armour Inc(UA)CL C904311206$415580.0%
Celsius Hldgs Inc(CELH)COM NEW15118V207$41550.0%
PreviousPage 6 of 33Next