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
Walker & Dunlop Inc(WD)COM93148P102$42750.0%
Liberty Energy Inc(LBRT)COM CL A53115L104$428270.0%
Horace Mann Educators Corp N(HMN)COM440327104$428100.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$43040.0%
Tecnoglass Inc(TGLS)ORD SHSG87264100$43060.0%
Warrior MET Coal Inc(HCC)COM93627C101$43090.0%
Dutch Bros Inc(BROS)CL A26701L100$43370.0%
TG Therapeutics Inc(TGTX)COM88322Q108$434110.0%
Wendys Co(WEN)COM95058W100$439300.0%
Appfolio Inc(APPF)COM CL A03783C100$44020.0%
Macys Inc(M)COM55616P104$440350.0%
MSA Safety Inc(MSA)COM553498106$44130.0%
Asgn Inc(ASGN)COM00191U102$44270.0%
Minerals Technologies Inc(MTX)COM603158106$44570.0%
First Merchants Corp(FRME)COM320817109$445110.0%
Banner Corp(BANR)COM NEW06652V208$44770.0%
Insperity Inc(NSP)COM45778Q107$44750.0%
HUB Group Inc(HUBG)CL A443320106$447120.0%
Simply Good Foods Co(SMPL)COM82900L102$449130.0%
Science Applications Intl Co(SAIC)COM808625107$45040.0%
Silicon Laboratories Inc(SLAB)COM826919102$45140.0%
Avis Budget Group(CAR)COM053774105$45660.0%
Academy Sports & Outdoors in(ASO)COM00402L107$457100.0%
Bill Holdings Inc(BILL)COM090043100$459100.0%
Allete Inc(AEBA)COM NEW018522300$46070.0%
Price T Rowe Group Inc(TROW)COM74144T108$46050.0%
Avista Corp(AVA)COM05379B107$461110.0%
Solarwinds Corp(0OIA)COM NEW83417Q204$461250.0%
Leonardo DRS Inc(DRS)COM52661A108$461140.0%
Amedisys Inc(AMED)COM023436108$46450.0%
MGE Energy Inc(MGEE)COM55277P104$46550.0%
Western UN Co(WU)COM959802109$466440.0%
Green Brick Partners Inc(GRBK)COM392709101$46780.0%
Atlantic UN Bankshares Corp(AUB)COM04911A107$468150.0%
Artisan Partners Asset Mgmt(APAM)CL A04316A108$470120.0%
Bio-Techne Corp(TECH)COM09073M104$47080.0%
Amer States WTR Co(AWR)COM029899101$47360.0%
Simmons 1ST Natl Corp(SFNC)CL A $1 PAR828730200$473230.0%
ARK ETF TR(ARKK)INNOVATION ETF00214Q104$476100.0%
Vishay Intertechnology Inc(VSH)COM928298108$477300.0%
Openlane Inc(OPLN)COM48238T109$482250.0%
Txnm Energy Inc(TXNM)COM69349H107$48290.0%
Yelp Inc(YELP)CL A985817105$482130.0%
Otter Tail Corp(OTTR)COM689648103$48360.0%
Pure Storage Inc(PSTG)CL A74624M102$487110.0%
WD 40 Co(WDFC)COM929236107$48820.0%
MP Materials Corp(MP)COM CL A553368101$489200.0%
Portland GEN Elec Co(POR)COM NEW736508847$491110.0%
Organon & Co(OGN)COMMON STOCK68622V106$492330.0%
Elanco Animal Health Inc(ELAN)COM28414H103$494470.0%
PreviousPage 7 of 33Next