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SJS Investment Consulting Inc.

Q1 2025 Holdings

Filed 2025-04-15 | 1893 holdings | $586.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Paycom Software Inc(PAYC)COM70432V102$65630.0%
LAS Vegas Sands Corp(LVS)COM517834107$657170.0%
Hexcel Corp New(HXL)COM428291108$658120.0%
Franklin Elec Inc(FELE)COM353514102$65870.0%
Genworth Finl Inc(GNW)COM SHS37247D106$660930.0%
Asml Holding N V(ASML)N Y REGISTRY SHSN07059210$66310.0%
Interactive Brokers Group in(IBKR)COM CL A45841N107$66340.0%
Sandisk Corp(SNDK)COM80004C200$667140.0%
Advanced Energy Inds(AEIS)COM007973100$66870.0%
Zillow Group Inc(ZG)CL A98954M101$669100.0%
Sensient Technologies Corp(SXT)COM81725T100$67090.0%
Herc Hldgs Inc(HRI)COM42704L104$67250.0%
Kadant Inc(KAI)COM48282T104$67420.0%
Hilton Grand Vacations Inc(HGV)COM43283X105$674180.0%
CNH Indl N V(CNH)SHSN20944109$676550.0%
Epam SYS Inc(EPAM)COM29414B104$67640.0%
Patrick Inds Inc(PATK)COM703343103$67780.0%
Global E Online LTD(GLBE)SHSM5216V106$678190.0%
Cbiz Inc(CBZ)COM124805102$68390.0%
First Hawaiian Inc(FHB)COM32051X108$685280.0%
Designer Brands Inc(DBI)CL A250565108$6871880.0%
Boise Cascade Co del(BCC)COM09739D100$68770.0%
United States Cellular Corp(AD)COM911684108$692100.0%
Belden Inc(BDC)COM077454106$70270.0%
RH(RH)COM74967X103$70430.0%
Spire Inc(SR)COM84857L101$70590.0%
Natera Inc(NTRA)COM632307104$70850.0%
Axos Financial Inc(AX)COM05465C100$710110.0%
Fiverr Intl LTD(FVRR)ORD SHSM4R82T106$711300.0%
Laureate Education Inc(LAUR)COMMON STOCK518613203$716350.0%
Dillards Inc(DDS)CL A254067101$71720.0%
Southwest Gas Hldgs Inc(SWX)COM844895102$718100.0%
Ishares TR(BYLD)YLD OPTIM BD46434V787$718320.0%
Associated Banc Corp(ASB)COM045487105$721320.0%
Wsfs Finl Corp(WSFS)COM929328102$727140.0%
Siteone Landscape Supply Inc(SITE)COM82982L103$72960.0%
Enact Hldgs Inc(ACT)COM29249E109$730210.0%
Cathay GEN Bancorp(CATY)COM149150104$732170.0%
Merit MED SYS Inc(MMSI)COM589889104$74070.0%
Howard Hughes Holdings Inc(HHH)COM44267T102$741100.0%
Hamilton Lane Inc(HLNE)CL A407497106$74450.0%
Donnelley Finl Solutions Inc(DFIN)COM25787G100$744170.0%
Limbach Hldgs Inc(LMB)COM53263P105$745100.0%
Korn Ferry(KFY)COM NEW500643200$747110.0%
Texas Cap Bancshares Inc(TCBI)COM88224Q107$747100.0%
Cabot Corp(CBT)COM127055101$74990.0%
Paylocity Hldg Corp(PCTY)COM70438V106$75040.0%
Landstar SYS Inc(LSTR)COM515098101$75150.0%
Sabra Health Care REIT Inc(SBRA)COM78573L106$752430.0%
Invesco Actively Managed EXC(GSY)ULTRA SHRT DUR46090A887$752150.0%
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