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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
Enact Hldgs Inc(ACT)COM29249E109$446120.0%
Rambus Inc del(RMBS)COM750917106$44970.0%
OSI Systems Inc(OSIS)COM671044105$45020.0%
Cabot Corp(CBT)COM127055101$45060.0%
Envista Holdings Corporation(NVST)COM29415F104$450230.0%
Fulton Finl Corp PA(FULT)COM360271100$451250.0%
Rivian Automotive Inc(RIVN)COM CL A76954A103$454330.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$45630.0%
Starbucks Corp(SBUX)COM855244109$45950.0%
Advanced Drain SYS Inc del(WMS)COM00790R104$46040.0%
Pure Storage Inc(PSTG)CL A74624M102$46180.0%
Bankunited Inc(BKU)COM06652K103$463130.0%
Rush Enterprises Inc(RUSHA)CL A781846209$46490.0%
Universal Display Corp(OLED)COM91347P105$46430.0%
Associated Banc Corp(ASB)COM045487105$464190.0%
Designer Brands Inc(DBI)CL A250565108$4661950.0%
F N B Corp(FNB)COM302520101$467320.0%
Guidewire Software Inc(GWRE)COM40171V100$47120.0%
Lumentum Hldgs Inc(LITE)COM55024U109$47650.0%
Brady Corp(BRC)CL A104674106$47670.0%
Texas Cap Bancshares Inc(TCBI)COM88224Q107$47760.0%
Balchem Corp(BCPC)COM057665200$47830.0%
Asbury Automotive Group Inc(ABG)COM043436104$47820.0%
BGC Group Inc(BGC)CL A088929104$481470.0%
BIO RAD Labs Inc(BIO)CL A090572207$48320.0%
Option Care Health Inc(OPCH)COM NEW68404L201$488150.0%
Knife River Corp(KNF)COMMON STOCK498894104$49060.0%
DXC Technology Co(DXC)COM23355L106$490320.0%
Dorman Prods Inc(DORM)COM258278100$49140.0%
Endava PLC(DAVA)ADS29260V105$491320.0%
Valvoline Inc(VVV)COM92047W101$493130.0%
New Jersey RES Corp(NJR)COM646025106$494110.0%
Darling Ingredients Inc(DAR)COM237266101$494130.0%
Bancfirst Corp(BANF)COM05945F103$49540.0%
Bright Horizons FAM SOL in D(BFAM)COM109194100$49540.0%
Hilton Grand Vacations Inc(HGV)COM43283X105$499120.0%
MSA Safety Inc(MSA)COM553498106$50330.0%
Masimo Corp(MASI)COM574795100$50530.0%
Southern Copper Corp(SCCO)COM84265V105$50650.0%
Natera Inc(NTRA)COM632307104$50730.0%
Victory Cap Hldgs Inc(VCTR)COM CL A92645B103$51080.0%
Acushnet Hldgs Corp(GOLF)COM005098108$51070.0%
TRI Pointe Homes Inc(TPH)COM87265H109$512160.0%
Aaon Inc(AAON)COM PAR $0.004000360206$51770.0%
Glacier Bancorp Inc New(GBCI)COM37637Q105$517120.0%
Heico Corp New(HEI/A)CL A422806208$51820.0%
Selective INS Group Inc(SIGI)COM816300107$52060.0%
Willscot Hldgs Corp(WSC)COM CL A971378104$521190.0%
Boise Cascade Co del(BCC)COM09739D100$52160.0%
Commvault SYS Inc(CVLT)COM204166102$52330.0%
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