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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
Hawkins Inc(HWKN)COM420261109$18310.0%
California WTR SVC Group(CWT)COM130788102$18440.0%
Revolution Medicines Inc(RVMD)COM76155X100$18740.0%
Sphere Entertainment Co(SPHR)CL A55826T102$18730.0%
Levi Strauss & Co New(LEVI)CL A COM STK52736R102$18780.0%
Shake Shack Inc(SHAK)CL A819047101$18820.0%
Gibraltar Inds Inc(ROCK)COM374689107$18930.0%
Liveramp Hldgs Inc(RAMP)COM53815P108$19070.0%
Avista Corp(AVA)COM05379B107$19050.0%
Liberty Media Corp del(FWONA)COM LBTY ONE S A531229771$19120.0%
Alamo Group Inc(ALG)COM011311107$19110.0%
Acadia Pharmaceuticals Inc(ACAD)COM004225108$19390.0%
Spirit Aerosystems Hldgs Inc(S9Q)COM CL A848574109$19350.0%
Bausch Health COS Inc(BHC)COM071734107$194300.0%
Axcelis Technologies Inc(ACLS)COM NEW054540208$19620.0%
Harley Davidson Inc(HOG)COM412822108$19670.0%
Banner Corp(BANR)COM NEW06652V208$19730.0%
ST JOE Co(JOE)COM790148100$19840.0%
WD 40 Co(WDFC)COM929236107$19810.0%
Science Applications Intl Co(SAIC)COM808625107$19920.0%
Siriuspoint LTD(SPNT)COMG8192H106$199110.0%
NCR Voyix Corporation(VYX)COM62886E108$201160.0%
Trinet Group Inc(TNET)COM896288107$20130.0%
Uipath Inc(PATH)CL A90364P105$201150.0%
Wiley John & Sons Inc(WLY)CL A968223206$20350.0%
Brookfield Renewable Corp(BEPC)CL A EX SUB VTG11285B108$20760.0%
Brightspring Health Svcs Inc(BTSG)COM10950A106$20770.0%
Oscar Health Inc(OSCR)CL A687793109$209110.0%
MYR Group Inc del(MYRG)COM55405W104$20910.0%
Dutch Bros Inc(BROS)CL A26701L100$21040.0%
Livanova PLC(LIVN)SHSG5509L101$21040.0%
Marqeta Inc(MQ)CLASS A COM57142B104$212400.0%
Liberty Global LTD(LBTYK)COM CL CG61188127$212180.0%
Boston Beer Inc(SAM)CL A100557107$21210.0%
Wafd Inc(WAFD)COM938824109$21370.0%
Tidewater Inc New(TDW)COM88642R109$21440.0%
Moelis & Co(MC)CL A60786M105$21430.0%
First Advantage Corp New(FA)COM31846B108$216140.0%
Western UN Co(WU)COM959802109$216270.0%
Viavi Solutions Inc(VIAV)COM925550105$216170.0%
TG Therapeutics Inc(TGTX)COM88322Q108$21760.0%
Artisan Partners Asset Mgmt(APAM)CL A04316A108$21750.0%
National Beverage Corp(FIZZ)COM635017106$22260.0%
Driven Brands Hldgs Inc(DRVN)COM26210V102$226140.0%
First Merchants Corp(FRME)COM320817109$22760.0%
Riot Platforms Inc(RIOT)COM767292105$229120.0%
Griffon Corp(GFF)COM398433102$22930.0%
Phinia Inc(PHIN)COMMON STOCK71880K101$23040.0%
Reddit Inc(RDDT)CL A75734B100$23010.0%
Simmons 1ST Natl Corp(SFNC)CL A $1 PAR828730200$231120.0%
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