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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
Columbia Sportswear Co(COLM)COM198516106$757100.0%
Perrigo Co PLC(PRGO)SHSG97822103$758270.0%
Bankunited Inc(BKU)COM06652K103$758220.0%
Alkermes PLC(ALKS)SHSG01767105$760230.0%
Fulton Finl Corp PA(FULT)COM360271100$760420.0%
Advanced Drain SYS Inc del(WMS)COM00790R104$76170.0%
Bridgebio Pharma Inc(BBIO)COM10806X102$761220.0%
Bright Horizons FAM SOL in D(BFAM)COM109194100$76360.0%
Stonex Group Inc(SNEX)COM861896108$764100.0%
Bancfirst Corp(BANF)COM05945F103$77070.0%
Neurocrine Biosciences Inc(NBIX)COM64125C109$77570.0%
Federated Hermes Inc(FHI)CL B314211103$775190.0%
MSC Indl Direct Inc(MSM)CL A553530106$777100.0%
Ormat Technologies Inc(ORA)COM686688102$779110.0%
Azek Co Inc(AZEK)CL A05478C105$783160.0%
Littelfuse Inc(LFUS)COM537008104$78740.0%
Skywest Inc(SKYW)COM830879102$78790.0%
Lattice Semiconductor Corp(LSCC)COM518415104$787150.0%
Sable Offshore Corp(SOC)COM SHS78574H104$787310.0%
Insulet Corp(PODD)COM45784P101$78830.0%
Vontier Corporation(VNT)COM928881101$789240.0%
ON Hldg AG(ONON)NAMEN AKT AH5919C104$791180.0%
NMI Hldgs Inc(NMIH)COM629209305$794220.0%
Esco Technologies Inc(ESE)COM296315104$79650.0%
KBR Inc(KBR)COM48242W106$797160.0%
Vaneck ETF Trust(DAPP)DIGI TRANSFRM92189H821$805890.0%
GMS Inc(GMS1EUR)COM36251C103$805110.0%
Globus MED Inc(GMED)CL A379577208$806110.0%
Victory Cap Hldgs Inc(VCTR)COM CL A92645B103$811140.0%
Norwegian Cruise Line Hldg L(NCLH)SHSG66721104$816430.0%
Avient Corporation(AVNT)COM05368V106$818220.0%
Grupo Aeroportuario del Sure(ASR)SPON ADR SER B40051E202$82230.0%
Balchem Corp(BCPC)COM057665200$83050.0%
Goodyear Tire & Rubr Co(GT)COM382550101$832900.0%
Masimo Corp(MASI)COM574795100$83350.0%
Nexxen Intl LTD(NEXN)SHS NEWM8T80P204$8351000.0%
Mercury Genl Corp New(MCY)COM589400100$839150.0%
Mueller WTR Prods Inc(MWA)COM SER A624758108$839330.0%
Option Care Health Inc(OPCH)COM NEW68404L201$839240.0%
Itron Inc(ITRI)COM465741106$83980.0%
Glacier Bancorp Inc New(GBCI)COM37637Q105$841190.0%
Southern Copper Corp(SCCO)COM84265V105$84290.0%
Dorman Prods Inc(DORM)COM258278100$84470.0%
Columbia BKG SYS Inc(COLB)COM197236102$848340.0%
Brady Corp(BRC)CL A104674106$848120.0%
Tetra Tech Inc New(TTEK)COM88162G103$849290.0%
Arcosa Inc(ACA)COM039653100$849110.0%
Crocs Inc(CROX)COM227046109$85080.0%
Euronet Worldwide Inc(EEFT)COM298736109$85580.0%
Coupang Inc(CPNG)CL A22266T109$856390.0%
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