IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SJS Investment Consulting Inc.

Q2 2025 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Primo Brands Corporation(PRMB)CLASS A COM SHS741623102$26790.0%
Wiley John & Sons Inc(WLY)CL A968223206$26860.0%
Alps ETF TR(OGIG)OSHS GBL INTER00162Q361$26850.0%
Quantum Computing Inc(QUBT)COM74766W108$269140.0%
Teradyne Inc(TER)COM880770102$27030.0%
Iridium Communications Inc(IRDM)COM46269C102$27290.0%
Centene Corp del(CNC)COM15135B101$27250.0%
Maplebear Inc(CART)COM565394103$27260.0%
FB Finl Corp(FBK)COM30257X104$27260.0%
Globant S A(GLOB)COML44385109$27330.0%
Warner Music Group Corp(WMG)COM CL A934550203$273100.0%
LCI Inds(LCII)COM50189K103$27430.0%
Dutch Bros Inc(BROS)CL A26701L100$27440.0%
IPG Photonics Corp(IPGP)COM44980X109$27540.0%
Warrior MET Coal Inc(HCC)COM93627C101$27560.0%
Brookfield Asset Managmt LTD(BAM)CL A LMT VTG SHS113004105$27750.0%
Dayforce Inc(DAY)COM15677J108$27750.0%
Bill Holdings Inc(BILL)COM090043100$27860.0%
Alight Inc(ALIT)COM CL A01626W101$278490.0%
Landstar SYS Inc(LSTR)COM515098101$27920.0%
Clarivate PLC(CLVT)ORD SHSG21810109$280650.0%
Black Hills Corp(BKH)COM092113109$28150.0%
Albany Intl Corp(AIN)CL A012348108$28140.0%
Txnm Energy Inc(TXNM)COM69349H107$28250.0%
Shake Shack Inc(SHAK)CL A819047101$28220.0%
Atlantic UN Bankshares Corp(AUB)COM04911A107$28290.0%
Community Financial System I(CBU)COM203607106$28550.0%
Aerovironment Inc(AVAV)COM008073108$28510.0%
Cooper COS Inc(COO)COM216648501$28540.0%
Portland GEN Elec Co(POR)COM NEW736508847$28570.0%
Radnet Inc(RDNT)COM750491102$28550.0%
CSW Industrials Inc(CSW)COM126402106$28710.0%
Renasant Corp(RNST)COM75970E107$28880.0%
Robert Half Inc.(RHI)COM770323103$28870.0%
Marriott Vacations Worldwide(VAC)COM57164Y107$29040.0%
O-I Glass Inc(OI)COM67098H104$295200.0%
Modine MFG Co(MOD)COM607828100$29630.0%
Pacific Premier Bancorp(LF2)COM69478X105$296140.0%
Amedisys Inc(AMED)COM023436108$29630.0%
Dolby Laboratories Inc(DLB)COM CL A25659T107$29840.0%
Etsy Inc(ETSY)COM29786A106$30160.0%
Cohen & Steers Inc(CNS)COM19247A100$30240.0%
Insmed Inc(INSM)COM PAR $.01457669307$30230.0%
Cinemark Hldgs Inc(CNK)COM17243V102$302100.0%
Floor & Decor Hldgs Inc(FND)CL A339750101$30440.0%
Eastern Bankshares Inc(EBC)COM27627N105$306200.0%
Travel Plus Leisure Co(TNL)COM894164102$31060.0%
Tecnoglass Inc(TGLS)ORD SHSG87264100$31040.0%
Unity Software Inc(U)COM91332U101$315130.0%
CVB Finl Corp(CVBF)COM126600105$317160.0%
PreviousPage 6 of 31Next