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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
Mcgrath Rentcorp(MGRC)COM580589109$23520.0%
TFS Finl Corp(TFSL)COM87240R107$238180.0%
Visteon Corp(VC)COM NEW92839U206$24020.0%
Materion Corp(MTRN)COM576690101$24220.0%
CSW Industrials Inc(CSW)COM126402106$24310.0%
Worthington STL Inc(WS)COM SHS982104101$24480.0%
Tegna Inc(TGNA)COM87901J105$244120.0%
Spire Inc(SR)COM84857L101$24530.0%
Calix Inc(CALX)COM13100M509$24640.0%
Otter Tail Corp(OTTR)COM689648103$24630.0%
Oceaneering Intl Inc(OII)COM675232102$248100.0%
Minerals Technologies Inc(MTX)COM603158106$24940.0%
Walker & Dunlop Inc(WD)COM93148P102$25130.0%
Concentra Group Holdings PAR(CON)COMMON STOCK20603L102$252120.0%
Liberty Global LTD(LBTYA)COM CL AG61188101$253220.0%
MGE Energy Inc(MGEE)COM55277P104$25330.0%
Flutter Entmt PLC(FLUT)SHSG3643J108$25410.0%
Schneider National Inc(SNDR)CL B80689H102$254120.0%
Microchip Technology Inc.(MCHP)COM595017104$25740.0%
Abercrombie & Fitch Co(ANF)CL A002896207$25730.0%
Quantum Computing Inc(QUBT)COM74766W108$258140.0%
O-I Glass Inc(OI)COM67098H104$260200.0%
Euronet Worldwide Inc(EEFT)COM298736109$26430.0%
United STS Lime & Minerals I(USLM)COM911922102$26420.0%
Allete Inc(AEBA)COM NEW018522300$26640.0%
Diodes Inc(DIOD)COM254543101$26750.0%
Clear Secure Inc(YOU)COM CL A18467V109$26880.0%
Repligen Corp(RGEN)COM759916109$26820.0%
Tecnoglass Inc(TGLS)ORD SHSG87264100$26840.0%
Chesapeake Utils Corp(CPK)COM165303108$27020.0%
Argan Inc(AGX)COM04010E109$27110.0%
Atmus Filtration Technologie(ATMU)COM04956D107$27160.0%
Columbia Finl Inc(CLBK)COM197641103$271180.0%
Horace Mann Educators Corp N(HMN)COM440327104$27260.0%
Molson Coors Beverage Co(TAP)CL B60871R209$27260.0%
Quantumscape Corp(QS)COM CL A74767V109$272220.0%
Cheesecake Factory Inc(CAKE)COM163072101$27450.0%
Synaptics Inc(SYNA)COM87157D109$27440.0%
Cooper COS Inc(COO)COM216648501$27540.0%
Appfolio Inc(APPF)COM CL A03783C100$27610.0%
HUB Group Inc(HUBG)CL A443320106$27680.0%
International Seaways Inc(INSW)COMY41053102$27760.0%
Independent BK Corp Mass(INDB)COM453836108$27740.0%
LCI Inds(LCII)COM50189K103$28030.0%
JBT Marel Corporation(JBTM)COM477839104$28120.0%
Sealed AIR Corp New(SEE)COM81211K100$28380.0%
Txnm Energy Inc(TXNM)COM69349H107$28350.0%
Casella Waste SYS Inc(CWST)CL A147448104$28530.0%
Brookfield Asset Managmt LTD(BAM)CL A LMT VTG SHS113004105$28550.0%
Alps ETF TR(OGIG)OSHS GBL INTER00162Q361$28850.0%
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