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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
Rush Enterprises Inc(RUSHB)CL B781846308$34060.0%
Schneider National Inc(SNDR)CL B80689H102$343150.0%
Borgwarner Inc(BWA)COM099724106$344120.0%
RXO Inc(RXO)COMMON STOCK74982T103$344180.0%
TFS Finl Corp(TFSL)COM87240R107$347280.0%
Light & Wonder Inc(LNWO)COM80874P109$34740.0%
Bread Financial Holdings Inc(BFH)COM018581108$35170.0%
Mosaic Co New(MOS)COM61945C103$352130.0%
Gibraltar Inds Inc(ROCK)COM374689107$35260.0%
GXO Logistics Incorporated(GXO)COMMON STOCK36262G101$35290.0%
RED CAT Hldgs Inc(RCAT)COM75644T100$353600.0%
Goosehead INS Inc(GSHD)COM CL A38267D109$35530.0%
Alamo Group Inc(ALG)COM011311107$35720.0%
DXC Technology Co(DXC)COM23355L106$359210.0%
Construction Partners Inc(ROAD)COM CL A21044C107$36050.0%
Siriusxm Holdings Inc(SIRI)COMMON STOCK829933100$361160.0%
Eastern Bankshares Inc(EBC)COM27627N105$361220.0%
F&G Annuities & Life Inc(FG)COMMON STOCK30190A104$361100.0%
Envista Holdings Corporation(NVST)COM29415F104$363210.0%
Concentra Group Holdings PAR(CON)COMMON STOCK20603L102$369170.0%
NCR Atleos Corporation(NATL)COM SHS63001N106$370140.0%
AC Immune SA(ACIU)SHSH00263105$3742000.0%
ST JOE Co(JOE)COM790148100$37680.0%
Qualys Inc(QLYS)COM74758T303$37830.0%
Newmark Group Inc(NMRK)CL A65158N102$378310.0%
IPG Photonics Corp(IPGP)COM44980X109$37960.0%
Viavi Solutions Inc(VIAV)COM925550105$381340.0%
Repligen Corp(RGEN)COM759916109$38230.0%
Liberty Global LTD(LBTYK)COM CL CG61188127$384320.0%
Brookfield Asset Managmt LTD(BAM)CL A LMT VTG SHS113004105$38880.0%
Primo Brands Corporation(PRMB)CLASS A COM SHS741623102$391110.0%
LA Z BOY Inc(LZB)COM505336107$391100.0%
J & J Snack Foods Corp(JJSF)COM466032109$39630.0%
Pactiv Evergreen IncCOM69526K105$397220.0%
Millrose Pptys Inc(MRP)COM CL A601137102$398150.0%
MKS Instrs Inc(MKSI)COM55306N104$40150.0%
Jetblue Awys Corp(JBLU)COM477143101$401830.0%
Renasant Corp(RNST)COM75970E107$408120.0%
Liberty Media Corp del(LLYVK*)COM LBTY LIV S C531229722$40960.0%
Moelis & Co(MC)CL A60786M105$40970.0%
Driven Brands Hldgs Inc(DRVN)COM26210V102$412240.0%
Cactus Inc(WHD)CL A127203107$41390.0%
Rambus Inc del(RMBS)COM750917106$41580.0%
National Beverage Corp(FIZZ)COM635017106$416100.0%
FB Finl Corp(FBK)COM30257X104$41890.0%
Pegasystems Inc(PEGA)COM705573103$41860.0%
Strategic ED Inc(STRA)COM86272C103$42050.0%
First Finl Bancorp OH(FFBC)COM320209109$425170.0%
Atlassian Corporation(TEAM)CL A049468101$42520.0%
Kandi Technologies Group Inc(KNDI)USD ORD SHSG5214E103$4263000.0%
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