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SJS Investment Consulting Inc.

Q1 2024 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Upbound Group Inc(UPBD)COM76009N100$564160.0%
Wendys Co(WEN)COM95058W100$566300.0%
Moelis & Co(MC)CL A60786M105$568100.0%
First Intst Bancsystem Inc(FIBK)COM32055Y201$572210.0%
Hecla MNG Co(HL)COM422704106$5731190.0%
Crocs Inc(CROX)COM227046109$57640.0%
Helen of Troy LTD(HELE)COMG4388N106$57750.0%
CNO Finl Group Inc(CNO)COM12621E103$578210.0%
J & J Snack Foods Corp(JJSF)COM466032109$57940.0%
Dorman Prods Inc(DORM)COM258278100$57960.0%
Wsfs Finl Corp(WSFS)COM929328102$587130.0%
Portland GEN Elec Co(POR)COM NEW736508847$588140.0%
Travel Plus Leisure Co(TNL)COM894164102$588120.0%
Bridgebio Pharma Inc(BBIO)COM10806X102$588190.0%
Visteon Corp(VC)COM NEW92839U206$58950.0%
Central Garden & PET Co(CENTA)CL A NON-VTG153527205$591160.0%
DUN & Bradstreet Hldgs Inc(DNB)COM26484T106$593590.0%
Cognex Corp(CGNX)COM192422103$594140.0%
Victory Cap Hldgs Inc(VCTR)COM CL A92645B103$595140.0%
Envista Holdings Corporation(NVST)COM29415F104$599280.0%
Papa Johns Intl Inc(PZZA)COM698813102$60090.0%
Walker & Dunlop Inc(WD)COM93148P102$60760.0%
BGC Group Inc(BGC)CL A088929104$607780.0%
Patterson COS Inc(PDCOEUR)COM703395103$609220.0%
Alight Inc(ALIT)COM CL A01626W101$611620.0%
Worthington STL Inc(WS)COM SHS982104101$611170.0%
Wayfair Inc(W)CL A94419L101$61190.0%
Virtu Finl Inc(VIRT)CL A928254101$616300.0%
Quaker Houghton(KWR)COM747316107$61630.0%
Lennar Corp(LEN/B)CL B526057302$61740.0%
Adtalem Global ED Inc(ATGE)COM00737L103$617120.0%
Sensient Technologies Corp(SXT)COM81725T100$62390.0%
Strategic ED Inc(STRA)COM86272C103$62560.0%
Enovis Corporation(ENOV)COM194014502$625100.0%
Foot Locker Inc(WOO)COM344849104$627220.0%
Cbiz Inc(CBZ)COM124805102$62880.0%
Diodes Inc(DIOD)COM254543101$63590.0%
Atlantic UN Bankshares Corp(AUB)COM04911A107$636180.0%
Option Care Health Inc(OPCH)COM NEW68404L201$638190.0%
Tidewater Inc New(TDW)COM88642R109$64470.0%
Gibraltar Inds Inc(ROCK)COM374689107$64580.0%
ADT Inc del(ADT)COM00090Q103$646960.0%
Simply Good Foods Co(SMPL)COM82900L102$647190.0%
CAL Maine Foods Inc(CALM)COM NEW128030202$648110.0%
Danaos Corporation(DAC)SHSY1968P121$65090.0%
Shockwave MED Inc(SWAVUSD)COM82489T104$65220.0%
Peabody Energy Corp(BTU)COM704551100$656270.0%
Kadant Inc(KAI)COM48282T104$65720.0%
Marketaxess Hldgs Inc(MKTX)COM57060D108$65830.0%
Korn Ferry(KFY)COM NEW500643200$658100.0%
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