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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
Toro Co(TTC)COM891092108$7110.0%
Eplus Inc(PLUS)COM294268107$7310.0%
Stock YDS Bancorp Inc(SYBT)COM861025104$7910.0%
Lyft Inc(LYFT)CL A COM55087P104$7950.0%
Liberty Media Corp del(LLYVA*)COM LBTY LIV S A531229748$8010.0%
Nexpoint Diversified REL ET(NXDT)COM NEW65340G205$80190.0%
Lucid Group Inc(CCIVGBP)COM549498103$81380.0%
Macys Inc(M)COM55616P104$8270.0%
Lantheus Hldgs Inc(LNTH)COM516544103$8210.0%
Clear Secure Inc(YOU)COM CL A18467V109$8430.0%
NBT Bancorp Inc(NBTB)COM628778102$8420.0%
The Baldwin Insurance GRP in(BWIN)COM CL A05589G102$8620.0%
Clearway Energy Inc(CWEN/A)CL A18539C105$9130.0%
Victorias Secret and Co(VSCO)COMMON STOCK926400102$9350.0%
CNA Finl Corp(CNA)COM126117100$9420.0%
Revvity Inc(RVTY)COM714046109$9710.0%
Weatherford Intl PLC(WFRD)ORD SHSG48833118$10120.0%
Hanesbrands Inc(HN9)COM410345102$101220.0%
Kodiak Gas Svcs Inc(KGS)COM50012A108$10330.0%
Northwest Bancshares Inc MD(NWBI)COM667340103$10380.0%
Lennar Corp(LEN/B)CL B526057302$10610.0%
Vertex Inc(VERX)CL A92538J106$10730.0%
Veracyte Inc(VCYT)COM92337F107$10940.0%
Masterbrand Inc(MBC)COMMON STOCK57638P104$110100.0%
Brown Forman Corp(BF/A)CL A115637100$11040.0%
Western UN Co(WU)COM959802109$110130.0%
Minerals Technologies Inc(MTX)COM603158106$11120.0%
Stepstone Group Inc(STEP)COM CL A85914M107$11120.0%
Century Cmntys Inc(CCS)COM156504300$11320.0%
Eaton Vance Limited Duration(XEVVX)COM27828H105$113110.0%
J & J Snack Foods Corp(JJSF)COM466032109$11410.0%
Jetblue Awys Corp(JBLU)COM477143101$115270.0%
Mcgrath Rentcorp(MGRC)COM580589109$11610.0%
Addus Homecare Corp(ADUS)COM006739106$11610.0%
Edgewell Pers Care Co(EPC)COM28035Q102$11850.0%
Tripadvisor Inc(TRIP)COM896945201$11890.0%
Madison Square Garden Entmt(MSGE)COM CL A558256103$12030.0%
Live OAK Bancshares Inc(LOB)COM53803X105$12040.0%
Columbia Sportswear Co(COLM)COM198516106$12320.0%
Cracker Barrel Old Ctry Stor(CBRL)COM22410J106$12320.0%
The Campbells Company(CPB)COM134429109$12340.0%
E L F Beauty Inc(ELF)COM26856L103$12510.0%
Central Garden & PET Co(CENTA)CL A NON-VTG153527205$12640.0%
Compass Inc(COMP)CL A20464U100$126200.0%
Cheesecake Factory Inc(CAKE)COM163072101$12620.0%
Sphere Entertainment Co(SPHR)CL A55826T102$12630.0%
Harmony Biosciences Hldgs in(HRMY)COM413197104$12740.0%
Crescent Energy Company(CRGY)CL A COM44952J104$129150.0%
Ingevity Corp(NGVT)COM45688C107$13030.0%
Stewart Information Svcs COR(STC)COM860372101$13120.0%
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