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
Advance Auto Parts Inc(AAP)COM00751Y106$49280.0%
Virtu Finl Inc(VIRT)CL A928254101$497140.0%
Life Time Group Holdings Inc(LTH)COMMON STOCK53190C102$497180.0%
Bankunited Inc(BKU)COM06652K103$497130.0%
Macom Tech Solutions Hldgs I(MTSI)COM55405Y100$49840.0%
Boot Barn Hldgs Inc(BOOT)COM099406100$49830.0%
NMI Hldgs Inc(NMIH)COM629209305$499130.0%
OSI Systems Inc(OSIS)COM671044105$49920.0%
Hilton Grand Vacations Inc(HGV)COM43283X105$502120.0%
Wingstop Inc(WING)COM974155103$50420.0%
Heron Therapeutics Inc(HRTX)COM427746102$5044000.0%
Bancfirst Corp(BANF)COM05945F103$50640.0%
Brinker Intl Inc(EAT)COM109641100$50740.0%
Texas Cap Bancshares Inc(TCBI)COM88224Q107$50860.0%
U Haul Holding Company(UHAL/B)COM SER N023586506$509100.0%
Heico Corp New(HEI/A)CL A422806208$50920.0%
Telephone & Data SYS Inc(TDS)COM NEW879433829$511130.0%
PBF Energy Inc(PBF)CL A69318G106$513170.0%
Kemper Corp(KMPR)COM488401100$516100.0%
Integer Hldgs Corp(ITGR)COM45826H109$51750.0%
MSA Safety Inc(MSA)COM553498106$51730.0%
Victory Cap Hldgs Inc(VCTR)COM CL A92645B103$51980.0%
Permian Resources Corp(PR)CLASS A COM71424F105$525410.0%
Archrock Inc(AROC)COM03957W106$527200.0%
Bill Holdings Inc(BILL)COM090043100$530100.0%
Qualys Inc(QLYS)COM74758T303$53040.0%
Carmax Inc(KMX)COM143130102$539120.0%
Alkermes PLC(ALKS)SHSG01767105$540180.0%
Matador RES Co(MTDR)COM576485205$540120.0%
Caesars Entertainment Inc NE(CZR)COM12769G100$541200.0%
Sable Offshore Corp(SOC)COM SHS78574H104$542310.0%
Mercury SYS Inc(MRCY)COM589378108$54270.0%
TRI Pointe Homes Inc(TPH)COM87265H109$544160.0%
Compass Pathways PLC(CMPS)SPONSORED ADS20451W101$545950.0%
Brady Corp(BRC)CL A104674106$54770.0%
Fluor Corp New(FLR)COM343412102$547130.0%
Acushnet Hldgs Corp(GOLF)COM005098108$55070.0%
Interactive Brokers Group in(IBKR)COM CL A45841N107$55180.0%
Edison Intl(EIX)COM281020107$553100.0%
Korn Ferry(KFY)COM NEW500643200$56080.0%
BIO RAD Labs Inc(BIO)CL A090572207$56120.0%
Aurora Innovation Inc(AUR)CLASS A COM051774107$5611040.0%
Servisfirst Bancshares Inc(SFBS)COM81768T108$56470.0%
Sensient Technologies Corp(SXT)COM81725T100$56460.0%
Enersys(ENS)COM29275Y102$56550.0%
Commvault SYS Inc(CVLT)COM204166102$56730.0%
Bentley SYS Inc(BSY)COM CL B08265T208$567110.0%
Insight Enterprises Inc(NSIT)COM45765U103$56850.0%
Franklin Elec Inc(FELE)COM353514102$57260.0%
Magnolia Oil & Gas Corp(MGY)CL A559663109$573240.0%
PreviousPage 9 of 33Next