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SJS Investment Consulting Inc.

Q3 2025 Holdings

Filed 2025-10-21 | 2101 holdings | $730.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Halozyme Therapeutics Inc(HALO)COM40637H109$807110.0%
Ameris Bancorp(ABCB)COM03076K108$807110.0%
Skyward Specialty INS Group(SKWD)COM830940102$809170.0%
Block H & R Inc(HRB)COM093671105$810160.0%
Lumentum Hldgs Inc(LITE)COM55024U109$81450.0%
Hancock Whitney Corporation(HWC)COM410120109$814130.0%
Nextracker Inc(NXT)CLASS A COM65290E101$814110.0%
Resideo Technologies Inc(REZI)COM76118Y104$821190.0%
Bridgebio Pharma Inc(BBIO)COM10806X102$832160.0%
Entegris Inc(ENTG)COM29362U104$83390.0%
Advanced Drain SYS Inc del(WMS)COM00790R104$83360.0%
CNX RES Corp(CNX)COM12653C108$836260.0%
Norwegian Cruise Line Hldg L(NCLH)SHSG66721104$838340.0%
Simpson MFG Inc(SSD)COM829073105$83850.0%
Coupang Inc(CPNG)CL A22266T109$838260.0%
Watts Water Technologies Inc(WTS)CL A942749102$83830.0%
PPG Inds Inc(PPG)COM693506107$84180.0%
Unity Software Inc(U)COM91332U101$841210.0%
Arrow Electrs Inc(ARW)COM042735100$84770.0%
Gannett Co Inc(TDAY)COM36472T109$8472050.0%
Brighthouse Finl Inc(BHF)COM10922N103$850160.0%
Axalta Coating SYS LTD(AXTA)COMG0750C108$859300.0%
Mosaic Co New(MOS)COM61945C103$867250.0%
Pennymac Finl Svcs Inc New(PFSI)COM70932M107$86870.0%
Gatx Corp(GATX)COM361448103$87450.0%
Donnelley Finl Solutions Inc(DFIN)COM25787G100$875170.0%
Group 1 Automotive Inc(GPI)COM398905109$87620.0%
Clorox Co del(CLX)COM189054109$87670.0%
Church & Dwight Co Inc(CHD)COM171340102$877100.0%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$880110.0%
Aramark(ARMK)COM03852U106$884230.0%
Stanley Black & Decker Inc(SWK)COM854502101$892120.0%
Smurfit Westrock PLC(SW)SHSG8267P108$894210.0%
Henry Jack & Assoc Inc(JKHY)COM426281101$89460.0%
Sandisk Corp(SNDK)COM80004C200$89880.0%
Ollies Bargain Outlet Hldgs(OLLI)COM681116109$89970.0%
Transmedics Group Inc(TMDX)COM89377M109$89980.0%
Proshares TR II(UCO)ULTA BLMBG 201774347Y888$900400.0%
Onemain Hldgs Inc(OMF)COM68268W103$904160.0%
Alnylam Pharmaceuticals Inc(ALNY)COM02043Q107$91220.0%
Goodyear Tire & Rubr Co(GT)COM382550101$9211230.0%
National Fuel Gas Co(NFG)COM636180101$924100.0%
Nexxen Intl LTD(NEXN)SHS NEWM8T80P204$9251000.0%
Lincoln Natl Corp IND(LNC)COM534187109$928230.0%
Sharkninja Inc(SN)COM SHSG8068L108$92990.0%
Burford Cap LTD(BUR)ORD SHSG17977110$933780.0%
Palomar Hldgs Inc(PLMR)COM69753M105$93580.0%
Rambus Inc del(RMBS)COM750917106$93890.0%
Cadence Bank(CADE)COM12740C103$939250.0%
HF Sinclair Corp(DINO)COM403949100$943180.0%
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