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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
Netscout SYS Inc(NTCT)COM64115T104$202110.0%
Samsara Inc(IOT)COM CL A79589L106$20360.0%
AMN Healthcare Svcs Inc(AMN)COM001744101$20540.0%
Digitalbridge Group Inc(DBRG)CL A NEW25401T603$206150.0%
Madison Square Garden Entmt(MSGE)COM CL A558256103$20660.0%
World Kinect Corporation(WKC)COM981475106$20780.0%
Conmed Corp(CNMD)COM207410101$20830.0%
Bausch Health COS Inc(BHC)COM071734107$210300.0%
Sphere Entertainment Co(SPHR)CL A55826T102$21160.0%
CCC Intelligent Solutions HL(CCC)COM12510Q100$212190.0%
Chesapeake Utils Corp(CPK)COM165303108$21320.0%
Costamare Inc(CMRE)SHSY1771G102$214130.0%
Mirion Technologies Inc(MIR)COM CL A60471A101$215200.0%
SJW Group(HTO)COM784305104$21740.0%
Rapid7 Inc(RPD)COM753422104$21750.0%
Cars COM Inc(CARS)COM14575E105$217110.0%
Vertex Inc(VERX)CL A92538J106$21760.0%
RPC Inc(RES)COM749660106$219350.0%
First Horizon Corporation(FHN)COM320517105$219140.0%
Northwest Bancshares Inc MD(NWBI)COM667340103$220190.0%
New Fortress Energy Inc(NFE)COM CL A644393100$220100.0%
H & E Equipment Services Inc(HEESEUR)COM404030108$22150.0%
Grocery Outlet Hldg Corp(GO)COM39874R101$222100.0%
O-I Glass Inc(OI)COM67098H104$223200.0%
Valaris LTD(VAL)CL AG9460G101$22430.0%
Virtus Invt Partners Inc(VRTS)COM92828Q109$22610.0%
AG MTG Invt TR Inc(MITT)COM NEW001228501$226340.0%
Allegro Microsystems Inc(ALGM)COM01749D105$22680.0%
RB Global Inc(RBA)COM74935Q107$23030.0%
Liberty Media Corp del(LLYVK*)COM LBTY LIV S C531229722$23060.0%
Vector Group LTD(VGREUR)COM92240M108$233220.0%
Shutterstock Inc(SSTK)COM825690100$23360.0%
Under Armour Inc(UAA)CL A904311107$234350.0%
Palatin Technologies IncCOM NEW696077502$2341200.0%
Integra Lifesciences Hldgs C(IART)COM NEW457985208$23480.0%
ICU MED Inc(ICUI)COM44930G107$23820.0%
Dave & Busters Entmt Inc(PLAY)COM238337109$23960.0%
Monday COM LTD(MNDY)SHSM7S64H106$24110.0%
Tootsie Roll Inds Inc(TR)COM890516107$24580.0%
Krispy Kreme Inc(DNUT)COM50101L106$248230.0%
Granite Constr Inc(GVA)COM387328107$24840.0%
Avangrid Inc(AGREUR)COM05351W103$24970.0%
Stewart Information Svcs COR(STC)COM860372101$24940.0%
Cracker Barrel Old Ctry Stor(CBRL)COM22410J106$25460.0%
Columbia Finl Inc(CLBK)COM197641103$255170.0%
Digital Turbine Inc(APPS)COM NEW25400W102$2561540.0%
Mister CAR Wash Inc(MCW)COM60646V105$257360.0%
Toast Inc(TOST)CL A888787108$258100.0%
N-Able Inc(NABL)COMMON STOCK62878D100$259170.0%
Healthpeak Properties Inc(DOC)COM42250P103$259130.0%
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