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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
Insight Enterprises Inc(NSIT)COM45765U103$69150.0%
Newmarket Corp(NEU)COM651587107$69110.0%
Avnet Inc(AVT)COM053807103$691130.0%
United Bankshares Inc West V(UBSI)COM909907107$693190.0%
Erie Indty Co(ERIE)CL A29530P102$69420.0%
Mosaic Co New(MOS)COM61945C103$694190.0%
Donaldson Inc(DCI)COM257651109$694100.0%
Belden Inc(BDC)COM077454106$69560.0%
UFP Industries Inc(UFPI)COM90278Q108$69670.0%
Bellring Brands Inc(BRBR)COMMON STOCK07831C103$696120.0%
Pennymac Finl Svcs Inc New(PFSI)COM70932M107$69870.0%
CAL Maine Foods Inc(CALM)COM NEW128030202$69870.0%
Dexcom Inc(DXCM)COM252131107$69980.0%
Hyatt Hotels Corp(H)COM CL A448579102$69950.0%
Ameris Bancorp(ABCB)COM03076K108$712110.0%
Fortune Brands Innovations I(FBIN)COM34964C106$721140.0%
Molson Coors Beverage Co(TAP)CL B60871R209$722150.0%
Brinker Intl Inc(EAT)COM109641100$72240.0%
Kraft Heinz Co(KHC)COM500754106$724280.0%
Stride Inc(LRN)COM86333M108$72650.0%
UGI Corp New(UGI)COM902681105$729200.0%
Fortive Corp(FTV)COM34959J108$730140.0%
Monolithic PWR SYS Inc(MPWR)COM609839105$73210.0%
Mohawk Inds Inc(MHK)COM608190104$73470.0%
Gannett Co Inc(TDAY)COM36472T109$7342050.0%
Smurfit Westrock PLC(SW)SHSG8267P108$734170.0%
Badger Meter Inc(BMI)COM056525108$73530.0%
Watts Water Technologies Inc(WTS)CL A942749102$73830.0%
Home Bancshares Inc(HOMB)COM436893200$740260.0%
Elanco Animal Health Inc(ELAN)COM28414H103$743520.0%
Exlservice Holdings Inc(EXLS)COM302081104$745170.0%
Hancock Whitney Corporation(HWC)COM410120109$747130.0%
Old Natl Bancorp IND(ONB)COM680033107$747350.0%
Neurocrine Biosciences Inc(NBIX)COM64125C109$75560.0%
OGE Energy Corp(OGE)COM670837103$755170.0%
Grand Canyon ED Inc(LOPE)COM38526M106$75640.0%
Winmark Corp(WINA)COM974250102$75620.0%
Silgan Hldgs Inc(SLGN)COM827048109$759140.0%
Crane Company(CR)COMMON STOCK224408104$76040.0%
GMS Inc(GMS1EUR)COM36251C103$76270.0%
Post Hldgs Inc(POST)COM737446104$76470.0%
Gatx Corp(GATX)COM361448103$76850.0%
RBC Bearings Inc(RBC)COM75524B104$77020.0%
Cullen Frost Bankers Inc(CFR)COM229899109$77260.0%
Prosperity Bancshares Inc(PB)COM743606105$773110.0%
Dynatrace Inc(DT)COM NEW268150109$773140.0%
Simpson MFG Inc(SSD)COM829073105$77750.0%
LKQ Corp(LKQ)COM501889208$778210.0%
Matson Inc(MATX)COM57686G105$78070.0%
Graphic Packaging Hldg Co(GPK)COM388689101$780370.0%
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