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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
New York Times Co(NYT)CL A650111107$784140.0%
Smith A O Corp(AOS)COM831865209$787120.0%
Leonardo DRS Inc(DRS)COM52661A108$791170.0%
Sabra Health Care REIT Inc(SBRA)COM78573L106$793430.0%
Oshkosh Corp(OSK)COM688239201$79570.0%
Lincoln Natl Corp IND(LNC)COM534187109$796230.0%
Cadence Bank(CADE)COM12740C103$800250.0%
Bank OZK Little Rock ARK(OZK)COM06417N103$801170.0%
Henry Schein Inc(HSIC)COM806407102$804110.0%
Pinnacle West Cap Corp(PNW)COM723484101$80690.0%
Firstcash Holdings Inc(FCFS)COM33768G107$81160.0%
Armstrong World Inds Inc New(AWI)COM04247X102$81350.0%
Stanley Black & Decker Inc(SWK)COM854502101$813120.0%
Xplr Infrastructure LP(XIFR)COM UNIT PART IN65341B106$8201000.0%
Invesco LTD(IVZ)SHSG491BT108$821520.0%
Eastman Chem Co(EMN)COM277432100$822110.0%
Chart Inds Inc(GTLS)COM16115Q308$82450.0%
Agco Corp(AGCO)COM001084102$82680.0%
Heron Therapeutics Inc(HRTX)COM427746102$8284000.0%
CNH Indl N V(CNH)SHSN20944109$830640.0%
Healthequity Inc(HQY)COM42226A107$83980.0%
First Horizon Corporation(FHN)COM320517105$844400.0%
National Fuel Gas Co(NFG)COM636180101$848100.0%
Clorox Co del(CLX)COM189054109$85470.0%
Docusign Inc(DOCU)COM256163106$858110.0%
Brighthouse Finl Inc(BHF)COM10922N103$861160.0%
Parsons Corp del(PSN)COM70202L102$862120.0%
Toyota Motor Corp(TM)ADS892331307$86250.0%
Middleby Corp(MIDD)COM596278101$86460.0%
LAS Vegas Sands Corp(LVS)COM517834107$871200.0%
Borgwarner Inc(BWA)COM099724106$871260.0%
Webster Finl Corp(WBS)COM947890109$874160.0%
Group 1 Automotive Inc(GPI)COM398905109$87420.0%
Pool Corp(POOL)COM73278L105$87530.0%
CNX RES Corp(CNX)COM12653C108$876260.0%
Gates Indl Corp PLCORD SHSG39108108$876380.0%
Akamai Technologies Inc(AKAM)COM00971T101$878110.0%
PG&E Corp(PCG)COM69331C108$879630.0%
Block H & R Inc(HRB)COM093671105$879160.0%
Fiverr Intl LTD(FVRR)ORD SHSM4R82T106$880300.0%
Commercial Metals Co(CMC)COM201723103$881180.0%
Axalta Coating SYS LTD(AXTA)COMG0750C108$891300.0%
Sharkninja Inc(SN)COM SHSG8068L108$89190.0%
Adtalem Global ED Inc(ATGE)COM00737L103$89170.0%
Janus Henderson Group PLCORD SHSG4474Y214$894230.0%
Interdigital Inc(IDCC)COM45867G101$89740.0%
Proshares TR II(UCO)ULTA BLMBG 201774347Y888$897400.0%
Affirm Hldgs Inc(AFRM)COM CL A00827B106$899130.0%
Moog Inc(MOG/A)CL A615394202$90550.0%
Kirby Corp(KEX)COM497266106$90880.0%
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