IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SJS Investment Consulting Inc.

Q3 2025 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Agios Pharmaceuticals Inc(AGIO)COM00847X104$8120.0%
Selective INS Group Inc(SIGI)COM816300107$8210.0%
NBT Bancorp Inc(NBTB)COM628778102$8420.0%
Cracker Barrel Old Ctry Stor(CBRL)COM22410J106$8920.0%
CNA Finl Corp(CNA)COM126117100$9320.0%
HNI Corp(HNI)COM404251100$9420.0%
Liberty Media Corp del(LLYVA*)COM LBTY LIV S A531229748$9510.0%
Supernus Pharmaceuticals Inc(SUPN)COM868459108$9620.0%
Vertex Inc(VERX)CL A92538J106$10040.0%
Northwest Bancshares Inc MD(NWBI)COM667340103$10080.0%
Sunrun Inc(RUN)COM86771W105$10460.0%
Cytokinetics Inc(CYTK)COM NEW23282W605$11020.0%
Harmony Biosciences Hldgs in(HRMY)COM413197104$11140.0%
Lyft Inc(LYFT)CL A COM55087P104$11150.0%
GCI Liberty Inc(GLIBK)COM SER C36164V800$11230.0%
Noble Corp PLC(NE)ORD SHS AG65431127$11440.0%
Scotts Miracle-Gro Co(SMG)CL A810186106$11420.0%
Payoneer Global Inc(PAYO)COM70451X104$115190.0%
Addus Homecare Corp(ADUS)COM006739106$11810.0%
Central Garden & PET Co(CENTA)CL A NON-VTG153527205$11940.0%
Lennar Corp(LEN/B)CL B526057302$12010.0%
PG&E Corp(PCG)COM69331C108$12180.0%
F&G Annuities & Life Inc(FG)COMMON STOCK30190A104$12640.0%
Century Cmntys Inc(CCS)COM156504300$12720.0%
Liberty Broadband Corp(LBRDK)COM SER C530307305$12820.0%
Stepstone Group Inc(STEP)COM CL A85914M107$13120.0%
Cohen & Steers Inc(CNS)COM19247A100$13220.0%
Werner Enterprises Inc(WERN)COM950755108$13250.0%
Quaker Houghton(KWR)COM747316107$13210.0%
Masterbrand Inc(MBC)COMMON STOCK57638P104$132100.0%
E L F Beauty Inc(ELF)COM26856L103$13310.0%
Jetblue Awys Corp(JBLU)COM477143101$133270.0%
Rivian Automotive Inc(RIVN)COM CL A76954A103$13390.0%
Mister CAR Wash Inc(MCW)COM60646V105$134250.0%
Crescent Energy Company(CRGY)CL A COM44952J104$134150.0%
FMC Corp(FMC)COM NEW302491303$13540.0%
Cars COM Inc(CARS)COM14575E105$135110.0%
Madison Square Garden Entmt(MSGE)COM CL A558256103$13630.0%
Victorias Secret and Co(VSCO)COMMON STOCK926400102$13650.0%
Weatherford Intl PLC(WFRD)ORD SHSG48833118$13720.0%
CCC Intelligent Solutions HL(CCC)COM12510Q100$137150.0%
Concentrix Corp(CNXC)COM20602D101$13930.0%
Live OAK Bancshares Inc(LOB)COM53803X105$14140.0%
KBR Inc(KBR)COM48242W106$14230.0%
Conmed Corp(CNMD)COM207410101$14230.0%
Mobileye Global Inc(MBLY)COMMON CLASS A60741F104$142100.0%
Talos Energy Inc(TALO)COM87484T108$144150.0%
Weis Mkts Inc(WMK)COM948849104$14420.0%
Summit Therapeutics Inc(SMMT)COM86627T108$14570.0%
Formfactor Inc(FORM)COM346375108$14640.0%
PreviousPage 2 of 33Next