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SJS Investment Consulting Inc.

Q2 2025 Holdings

Filed 2025-07-15 | 1801 holdings | $630.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Herc Hldgs Inc(HRI)COM42704L104$52740.0%
Valley Natl Bancorp(VLY)COM919794107$527590.0%
Epam SYS Inc(EPAM)COM29414B104$53130.0%
Yeti Hldgs Inc(YETI)COM98585X104$537170.0%
Franklin Elec Inc(FELE)COM353514102$53960.0%
Mirion Technologies Inc(MIR)COM CL A60471A101$539250.0%
Magnolia Oil & Gas Corp(MGY)CL A559663109$540240.0%
Installed Bldg Prods Inc(IBP)COM45780R101$54130.0%
Plexus Corp(PLXS)COM729132100$54240.0%
Servisfirst Bancshares Inc(SFBS)COM81768T108$54370.0%
Aurora Innovation Inc(AUR)CLASS A COM051774107$5451040.0%
Life Time Group Holdings Inc(LTH)COMMON STOCK53190C102$546180.0%
Stonex Group Inc(SNEX)COM861896108$54760.0%
Championx Corporation(APY1EUR)COM15872M104$547220.0%
Saia Inc(SAIA)COM78709Y105$54820.0%
NMI Hldgs Inc(NMIH)COM629209305$549130.0%
Sylvamo Corp(SLVM)COMMON STOCK871332102$552110.0%
Piper Sandler Companies(PIPR)COM724078100$55620.0%
Hubspot Inc(HUBS)COM443573100$55710.0%
Essential Utils Inc(WTRG)COM29670G102$558150.0%
Prestige Consmr Healthcare I(PBH)COM74112D101$55970.0%
Astrazeneca PLC(AZN)SPONSORED ADR046353108$56080.0%
Bridgebio Pharma Inc(BBIO)COM10806X102$562130.0%
Laureate Education Inc(LAUR)COMMON STOCK518613203$562240.0%
Entegris Inc(ENTG)COM29362U104$56570.0%
Kenvue Inc(KVUE)COM49177J102$566270.0%
Hamilton Lane Inc(HLNE)CL A407497106$56940.0%
Lear Corp(LEA)COM NEW521865204$57060.0%
Nurix Therapeutics Inc(NRIX)COM67080M103$570500.0%
Lamb Weston Hldgs Inc(LW)COM513272104$571110.0%
Matador RES Co(MTDR)COM576485205$573120.0%
Halozyme Therapeutics Inc(HALO)COM40637H109$573110.0%
Macom Tech Solutions Hldgs I(MTSI)COM55405Y100$57440.0%
Knight-Swift Transn Hldgs in(KNX)CL A499049104$575130.0%
Enpro Inc(NPO)COM29355X107$57530.0%
Esco Technologies Inc(ESE)COM296315104$57630.0%
KBR Inc(KBR)COM48242W106$576120.0%
Idacorp Inc(IDA)COM451107106$57850.0%
CNO Finl Group Inc(CNO)COM12621E103$579150.0%
Timken Co(TKR)COM887389104$58180.0%
Ormat Technologies Inc(ORA)COM686688102$58770.0%
Korn Ferry(KFY)COM NEW500643200$58780.0%
Norwegian Cruise Line Hldg L(NCLH)SHSG66721104$589290.0%
Frontdoor Inc(FTDR)COM35905A109$590100.0%
Sensient Technologies Corp(SXT)COM81725T100$59260.0%
IES Hldgs Inc(IESC)COM44951W106$59320.0%
Alaska AIR Group Inc(ALK)COM011659109$594120.0%
Bentley SYS Inc(BSY)COM CL B08265T208$594110.0%
ACI Worldwide Inc(ACIW)COM004498101$597130.0%
Azek Co Inc(AZEK)CL A05478C105$598110.0%
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