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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
Spirit Aerosystems Hldgs Inc(S9Q)COM CL A848574109$26380.0%
Cimpress PLC(CMPR)SHS EUROG2143T103$26330.0%
Tripadvisor Inc(TRIP)COM896945201$268150.0%
Under Armour Inc(UA)CL C904311206$268410.0%
Powerschool Holdings IncCOM CL A73939C106$269120.0%
Shake Shack Inc(SHAK)CL A819047101$27030.0%
Hayward Hldgs Inc(HAYW)COM421298100$271220.0%
MYR Group Inc del(MYRG)COM55405W104$27220.0%
Rush Enterprises Inc(RUSHB)CL B781846308$27570.0%
Viavi Solutions Inc(VIAV)COM925550105$275400.0%
Phinia Inc(PHIN)COMMON STOCK71880K101$27670.0%
Liberty Latin America LTD(LILAK)COM CL CG9001E128$279290.0%
Jamf Hldg Corp(JAMF)COM47074L105$281170.0%
Cogent Communications Hldgs(CCOI)COM NEW19239V302$28350.0%
Marcus & Millichap Inc(MMI)COM566324109$28490.0%
Sunrun Inc(RUN)COM86771W105$286240.0%
Surgery Partners Inc(SGRY)COM86881A100$286120.0%
Greif Inc(GEF)CL A397624107$28850.0%
Kosmos Energy LTD(KOS)COM500688106$289520.0%
Chart Inds Inc(GTLS)COM16115Q308$28920.0%
Verint SYS Inc(VTY)COM92343X100$29090.0%
Iridium Communications Inc(IRDM)COM46269C102$293110.0%
Knowles Corp(KN)COM49926D109$294170.0%
Pactiv Evergreen IncCOM69526K105$295260.0%
Banner Corp(BANR)COM NEW06652V208$29860.0%
Expro Group Holdings NV(XPRO)COMN3144W105$298130.0%
Stonex Group Inc(SNEX)COM861896108$30240.0%
Tecnoglass Inc(TGLS)ORD SHSG87264100$30260.0%
Brookfield Asset Managmt LTD(BAM)CL A LMT VTG SHS113004105$30580.0%
Boston Beer Inc(SAM)CL A100557107$30610.0%
Sirius XM Holdings Inc(SIRIEUR)COM82968B103$3061080.0%
Ringcentral Inc(RNG)CL A76680R206$311110.0%
Digitalocean Hldgs Inc(DOCN)COM25402D102$31390.0%
Avis Budget Group(CAR)COM053774105$31430.0%
The ODP Corp(ODP1)COM88337F105$31580.0%
Sarepta Therapeutics Inc(SRPT)COM803607100$31620.0%
Bill Holdings Inc(BILL)COM090043100$31660.0%
Myriad Genetics Inc(MYGN)COM62855J104$318130.0%
Visteon Corp(VC)COM NEW92839U206$32130.0%
Stepstone Group Inc(STEP)COM CL A85914M107$32270.0%
Liberty Media Corp del(FWONA)COM LBTY ONE S A531229771$32250.0%
NCR Voyix Corporation(VYX)COM62886E108$322260.0%
CVR Energy Inc(CVI)COM12662P108$322120.0%
Palomar Hldgs Inc(PLMR)COM69753M105$32540.0%
Patrick Inds Inc(PATK)COM703343103$32630.0%
Acacia Resh Corp(ACTG)ACACIA TCH COM003881307$326650.0%
Triumph Financial Inc(TFIN)COM89679E300$32740.0%
Liberty Broadband Corp(LBRDK)COM SER C530307305$32960.0%
Oceaneering Intl Inc(OII)COM675232102$332140.0%
Procore Technologies Inc(PCOR)COM74275K108$33250.0%
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