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SJS Investment Consulting Inc.

Q2 2024 Holdings

Filed 2024-07-16 | 2105 holdings | $516.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Brown Forman Corp(BF/A)CL A115637100$13330.0%
Ingles Mkts Inc(IMKTA)CL A457030104$13820.0%
Certara Inc(CERT)COM15687V109$139100.0%
CNA Finl Corp(CNA)COM126117100$13930.0%
Seacoast BKG Corp FLA(SBCF)COM NEW811707801$14260.0%
Calix Inc(CALX)COM13100M509$14240.0%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$14420.0%
Pacira Biosciences Inc(PCRX)COM695127100$14450.0%
Avidxchange Holdings Inc(AVDX)COM05368X102$145120.0%
Sentinelone Inc(S)CL A81730H109$14870.0%
MGP Ingredients Inc New(MGPI)COM55303J106$14920.0%
Harmony Biosciences Hldgs in(HRMY)COM413197104$15150.0%
Lions Gate Entmnt Corp(LGFEUR)CL A VTG535919401$151160.0%
Allegiant Travel Co(ALGT)COM01748X102$15130.0%
Driven Brands Hldgs Inc(DRVN)COM26210V102$153120.0%
Central Garden & PET Co(CENT)COM153527106$15440.0%
Dimensional ETF Trust(DFAR)US REAL ESTATE E25434V823$15570.0%
NBT Bancorp Inc(NBTB)COM628778102$15540.0%
Informatica Inc(INFA1EUR)COM CL A45674M101$15550.0%
National Vision Hldgs Inc(EYE)COM63845R107$158120.0%
Lantheus Hldgs Inc(LNTH)COM516544103$16120.0%
Ecovyst Inc(ECVT)COM27923Q109$162180.0%
Arcadium Lithium PLCCOM SHSG0508H110$162480.0%
Mercury SYS Inc(MRCY)COM589378108$16260.0%
Sonic Automotive Inc(SAH)CL A83545G102$16430.0%
Uipath Inc(PATH)CL A90364P105$165130.0%
MP Materials Corp(MP)COM CL A553368101$166130.0%
Neogen Corp(NEOG)COM640491106$172110.0%
Goosehead INS Inc(GSHD)COM CL A38267D109$17330.0%
Garrett Motion Inc(GTX)COM366505105$181210.0%
Maxlinear Inc(MXL)COM57776J100$18290.0%
Aerovironment Inc(AVAV)COM008073108$18310.0%
Lakeland Finl Corp(LKFN)COM511656100$18530.0%
Nv5 Global Inc(NVEEUSD)COM62945V109$18620.0%
Papa Johns Intl Inc(PZZA)COM698813102$18840.0%
Weis Mkts Inc(WMK)COM948849104$18930.0%
Conduent Inc(CNDT)COM206787103$190580.0%
Helios Technologies Inc(HLIO)COM42328H109$19140.0%
Bloomin Brands Inc(BLMN)COM094235108$193100.0%
Penn Entertainment Inc(PENN)COM707569109$194100.0%
Doubleverify Hldgs Inc(DV)COM25862V105$195100.0%
Neogenomics Inc(NEO)COM NEW64049M209$195140.0%
Cinemark Hldgs Inc(CNK)COM17243V102$19590.0%
Echostar Corp(SATS)CL A278768106$196110.0%
Ultra Clean Hldgs Inc(UCTT)COM90385V107$19640.0%
Tennant Co(TNC)COM880345103$19720.0%
Cheesecake Factory Inc(CAKE)COM163072101$19750.0%
Alps ETF TR(OGIG)OSHS GBL INTER00162Q361$19750.0%
Lions Gate Entmnt Corp(LGF/BEUR)CL B NON VTG535919500$198230.0%
Cohu Inc(COHU)COM192576106$19960.0%
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