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
Mueller WTR Prods Inc(MWA)COM SER A624758108$385160.0%
Novanta Inc(NOVT)COM67000B104$38730.0%
Avient Corporation(AVNT)COM05368V106$388120.0%
Primoris Svcs Corp(PRIM)COM74164F103$39050.0%
National Beverage Corp(FIZZ)COM635017106$39090.0%
Interparfums Inc(IPAR)COM458334109$39430.0%
Permian Resources Corp(PR)CLASS A COM71424F105$395290.0%
Sunrise Communications AG(SNREN)ADS CL A867975104$39670.0%
First Finl Bankshares Inc(FFIN)COM32020R109$396110.0%
Shift4 Pmts Inc(FOUR)CL A82452J109$39740.0%
MP Materials Corp(MP)COM CL A553368101$400120.0%
Bread Financial Holdings Inc(BFH)COM018581108$40070.0%
First Hawaiian Inc(FHB)COM32051X108$400160.0%
Pimco ETF TR(MINT)ENHAN SHRT MA AC72201R833$40340.0%
Churchill Downs Inc(CHDN)COM171484108$40440.0%
Brown Forman Corp(BF/B)CL B115637209$404150.0%
Crocs Inc(CROX)COM227046109$40640.0%
Euronet Worldwide Inc(EEFT)COM298736109$40640.0%
Trinity Inds Inc(TRN)COM896522109$406150.0%
Vontier Corporation(VNT)COM928881101$406110.0%
D-Wave Quantum Inc(QBTS)COM26740W109$410280.0%
Zillow Group Inc(ZG)CL A98954M101$41160.0%
PVH Corporation(PVH)COM693656100$41260.0%
Skywest Inc(SKYW)COM830879102$41240.0%
United Cmnty BKS Blairsvle G(UCB)COM90984P303$418140.0%
Madison Square Grdn Sprt COR(MSGS)CL A55825T103$41820.0%
Dillards Inc(DDS)CL A254067101$41810.0%
Resideo Technologies Inc(REZI)COM76118Y104$420190.0%
Pricesmart Inc(PSMT)COM741511109$42140.0%
Genworth Finl Inc(GNW)COM SHS37247D106$421540.0%
Fuller H B Co(FUL)COM359694106$42270.0%
Maximus Inc(MMS)COM577933104$42260.0%
MSC Indl Direct Inc(MSM)CL A553530106$42650.0%
Exact Sciences Corp(EXAS)COM30063P105$42680.0%
Chewy Inc(CHWY)CL A16679L109$427100.0%
Perrigo Co PLC(PRGO)SHSG97822103$428160.0%
Qualys Inc(QLYS)COM74758T303$42930.0%
Enersys(ENS)COM29275Y102$42950.0%
Generac Hldgs Inc(GNRC)COM368736104$43030.0%
Verra Mobility Corp(VRRM)CL A COM STK92511U102$432170.0%
Cavco Inds Inc del(CVCO)COM149568107$43510.0%
Trex Co Inc(TREX)COM89531P105$43680.0%
Champion Homes Inc(SKY)COM830830105$43970.0%
Trinet Group Inc(TNET)COM896288107$43960.0%
Copa Holdings SA(CPA)CL AP31076105$44040.0%
Wsfs Finl Corp(WSFS)COM929328102$44080.0%
WEX Inc(WEX)COM96208T104$44130.0%
Bank of NT Butterfield&son L(NTB)SHS NEWG0772R208$443100.0%
Silicon Laboratories Inc(SLAB)COM826919102$44330.0%
Interactive Brokers Group in(IBKR)COM CL A45841N107$44480.0%
PreviousPage 8 of 31Next