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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
Hayward Hldgs Inc(HAYW)COM421298100$318230.0%
Kadant Inc(KAI)COM48282T104$31810.0%
Construction Partners Inc(ROAD)COM CL A21044C107$31930.0%
Progress Software Corp(PRGS)COM743312100$32050.0%
Telephone & Data SYS Inc(TDS)COM NEW879433829$32190.0%
Crane NXT Co(CXT)COM224441105$32460.0%
Constellation Brands Inc(STZ)CL A21036P108$32620.0%
Columbia BKG SYS Inc(COLB)COM197236102$328140.0%
Trustmark Corp(TRMK)COM898402102$32990.0%
Kontoor Brands Inc(KTB)COM50050N103$33050.0%
PJT Partners Inc(PJT)COM CL A69343T107$33120.0%
ABM Inds Inc(ABM)COM000957100$33170.0%
Cushman Wakefield PLC(CWK)SHSG2717B108$333300.0%
Cargurus Inc(CARG)COM CL A141788109$335100.0%
Park Natl Corp(PRK)COM700658107$33520.0%
Flowers Foods Inc(FLO)COM343498101$336210.0%
Bank Hawaii Corp(BOH)COM062540109$33850.0%
Science Applications Intl Co(SAIC)COM808625107$33830.0%
Hexcel Corp New(HXL)COM428291108$33960.0%
PTC Therapeutics Inc(PTCT)COM69366J200$34270.0%
Townebank Portsmouth VA(TOWN)COM89214P109$342100.0%
Sealed AIR Corp New(SEE)COM81211K100$342110.0%
Lancaster Colony Corp(MZTI)COM513847103$34620.0%
Casella Waste SYS Inc(CWST)CL A147448104$34730.0%
Core Natural Resources Inc(CNR)COM SHS218937100$34950.0%
Harley Davidson Inc(HOG)COM412822108$354150.0%
Brinks Co(BCO)COM109696104$35840.0%
Cbiz Inc(CBZ)COM124805102$35950.0%
Academy Sports & Outdoors in(ASO)COM00402L107$35980.0%
One Gas Inc(OGS)COM68235P108$36050.0%
Hecla MNG Co(HL)COM422704106$360600.0%
Sandisk Corp(SNDK)COM80004C200$36380.0%
Paylocity Hldg Corp(PCTY)COM70438V106$36320.0%
Cathay GEN Bancorp(CATY)COM149150104$36580.0%
Conagra Brands Inc(CAG)COM205887102$369180.0%
Patrick Inds Inc(PATK)COM703343103$37040.0%
Southwest Gas Hldgs Inc(SWX)COM844895102$37250.0%
Siriusxm Holdings Inc(SIRI)COMMON STOCK829933100$372160.0%
Alkermes PLC(ALKS)SHSG01767105$372130.0%
Premier Inc(PINC)CL A74051N102$373170.0%
Merit MED SYS Inc(MMSI)COM589889104$37440.0%
Haemonetics Corp Mass(HAE)COM405024100$37450.0%
Granite Constr Inc(GVA)COM387328107$37540.0%
First Intst Bancsystem Inc(FIBK)COM32055Y201$375130.0%
BOX Inc(BOX)CL A10316T104$376110.0%
Unifirst Corp Mass(UNF)COM904708104$37720.0%
Mercury SYS Inc(MRCY)COM589378108$37870.0%
Dana Inc(DAN)COM235825205$378220.0%
Illumina Inc(ILMN)COM452327109$38240.0%
Worthington Enterprises Inc(WOR)COM981811102$38260.0%
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