IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SJS Investment Consulting Inc.

Q1 2025 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Spirit Aerosystems Hldgs Inc(S9Q)COM CL A848574109$27680.0%
Marcus & Millichap Inc(MMI)COM566324109$27680.0%
Pacific Premier Bancorp(LF2)COM69478X105$278130.0%
ICU MED Inc(ICUI)COM44930G107$27820.0%
Healthpeak Properties Inc(DOC)COM42250P103$279140.0%
Alarm COM Hldgs Inc(ALRM)COM011642105$27950.0%
AAR Corp(AIR)COM000361105$28050.0%
Echostar Corp(SATS)CL A278768106$282110.0%
Arcbest Corp(ARCB)COM03937C105$28340.0%
World Kinect Corporation(WKC)COM981475106$284100.0%
Seacoast BKG Corp FLA(SBCF)COM NEW811707801$284110.0%
H & E Equipment Services Inc(HEESEUR)COM404030108$28530.0%
Wafd Inc(WAFD)COM938824109$286100.0%
Lifestance Health Group Inc(LFST)COM53228F101$287430.0%
Dayforce Inc(DAY)COM15677J108$29250.0%
Tegna Inc(TGNA)COM87901J105$292160.0%
Central Garden & PET Co(CENTA)CL A NON-VTG153527205$29590.0%
Edison Intl(EIX)COM281020107$29550.0%
Veracyte Inc(VCYT)COM92337F107$297100.0%
Phinia Inc(PHIN)COMMON STOCK71880K101$29870.0%
Radnet Inc(RDNT)COM750491102$29960.0%
Devon Energy Corp New(DVN)COM25179M103$30080.0%
RB Global Inc(RBA)COM74935Q107$30130.0%
Gentex Corp(GNTX)COM371901109$303130.0%
Lazard Inc(LAZ)COM52110M109$30470.0%
Buckle Inc(BKE)COM118440106$30780.0%
Cogent Communications Hldgs(CCOI)COM NEW19239V302$30750.0%
Brookfield Renewable Corp(BEPC)CL A EX SUB VTG11285B108$308110.0%
Core Natural Resources Inc(CNR)COM SHS218937100$30940.0%
Clear Secure Inc(YOU)COM CL A18467V109$311120.0%
Enphase Energy Inc(ENPH)COM29355A107$31150.0%
Astrana Health Inc(ASTH)COM NEW03763A207$311100.0%
WEX Inc(WEX)COM96208T104$31520.0%
Columbia Finl Inc(CLBK)COM197641103$315210.0%
Ingevity Corp(NGVT)COM45688C107$31780.0%
Select MED Hldgs Corp(SEM)COM81619Q105$318190.0%
Sealed AIR Corp New(SEE)COM81211K100$318110.0%
Weatherford Intl PLC(WFRD)ORD SHSG48833118$32260.0%
Exponent Inc(EXPO)COM30214U102$32540.0%
First Advantage Corp New(FA)COM31846B108$325230.0%
Liberty Media Corp del(FWONA)COM LBTY ONE S A531229771$32640.0%
Noodles & Co(NDLSUSD)COM CL A65540B105$3273000.0%
Lennar Corp(LEN/B)CL B526057302$32830.0%
Worthington STL Inc(WS)COM SHS982104101$330130.0%
IES Hldgs Inc(IESC)COM44951W106$33120.0%
Atmus Filtration Technologie(ATMU)COM04956D107$33190.0%
Digitalocean Hldgs Inc(DOCN)COM25402D102$334100.0%
Liberty Global LTD(LBTYA)COM CL AG61188101$334290.0%
Rush Enterprises Inc(RUSHB)CL B781846308$34060.0%
California WTR SVC Group(CWT)COM130788102$34070.0%
PreviousPage 5 of 33Next