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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
Lithia Mtrs Inc(LAD)COM536797103$94830.0%
Amcor PLC(AMCR)ORDG0250X107$9491160.0%
Affirm Hldgs Inc(AFRM)COM CL A00827B106$951130.0%
Firstcash Holdings Inc(FCFS)COM33768G107$95160.0%
Webster Finl Corp(WBS)COM947890109$952160.0%
Essent Group LTD(ESNT)COMG3198U102$954150.0%
Toyota Motor Corp(TM)ADS892331307$95650.0%
Commerce Bancshares Inc(CBSH)COM200525103$957160.0%
ADT Inc del(ADT)COM00090Q103$9591100.0%
Thermon Group Hldgs Inc(THR)COM88362T103$962360.0%
Corebridge Finl Inc(CRBG)COM21871X109$962300.0%
Post Hldgs Inc(POST)COM737446104$96890.0%
Core & Main Inc(CNM)CL A21874C102$969180.0%
Grupo Aeroportuario del Sure(ASR)SPON ADR SER B40051E202$97030.0%
Idex Corp(IEX)COM45167R104$97760.0%
Range RES Corp(RRC)COM75281A109$979260.0%
Neurocrine Biosciences Inc(NBIX)COM64125C109$98370.0%
Amdocs LTD(DOX)SHSG02602103$985120.0%
Lindsay Corp(LNN)COM535555106$98770.0%
Virtus Total Return FD Inc(ZTR)COM92835W107$9941540.0%
Nisource Inc(NI)COM65473P105$996230.0%
Parsons Corp del(PSN)COM70202L102$996120.0%
Schlumberger LTD(SLB)COM STK806857108$997290.0%
Winmark Corp(WINA)COM974250102$99820.0%
Sixth Street Specialty Lendi(TSLX)COM83012A109$999440.0%
Chart Inds Inc(GTLS)COM16115Q308$1.0K50.0%
Urban Outfitters Inc(URBN)COM917047102$1.0K140.0%
BlackRock Corpor HI YLD FD I(HYT)COM09255P107$1.0K1050.0%
Espey MFG & Electrs Corp(ESP)COM296650104$1.0K250.0%
Esab Corporation(ESAB)COM29605J106$1.0K90.0%
TKO Group Holdings Inc(TKO)CL A87256C101$1.0K50.0%
Alliant Energy Corp(LNT)COM018802108$1.0K150.0%
Radian Group Inc(RDN)COM750236101$1.0K280.0%
Xplr Infrastructure LP(XIFR)COM UNIT PART IN65341B106$1.0K1000.0%
Serve Robotics Inc(SERV)COM81758H106$1.0K880.0%
Manhattan Associates Inc(MANH)COM562750109$1.0K50.0%
Wynn Resorts LTD(WYNN)COM983134107$1.0K80.0%
Commercial Metals Co(CMC)COM201723103$1.0K180.0%
Rentokil Initial PLC(RTO)SPONSORED ADR760125104$1.0K410.0%
Ensign Group Inc(ENSG)COM29358P101$1.0K60.0%
Moog Inc(MOG/A)CL A615394202$1.0K50.0%
CRA Intl Inc(CRAI)COM12618T105$1.0K50.0%
Frontier Communications Pare(FYBR)COM35909D109$1.0K280.0%
ATI Inc(ATI)COM01741R102$1.1K130.0%
First Horizon Corporation(FHN)COM320517105$1.1K470.0%
Eaton Vance Tax-Managed Dive(XETYX)COM27828N102$1.1K670.0%
Aptargroup Inc(ATR)COM038336103$1.1K80.0%
Federal Signal Corp(FSS)COM313855108$1.1K90.0%
Adtalem Global ED Inc(ATGE)COM00737L103$1.1K70.0%
Evertec Inc(EVTC)COM30040P103$1.1K320.0%
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