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SJS Investment Consulting Inc.

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13F filer, CIK 1894302, SYLVANIA, OH

SJS Investment Consulting Inc. reported $579,134,905 across 1,599 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-21. Its ten largest share positions make up 79.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001894302-25-000001

Period
2024-12-31
Reported value
$579M
Holdings
1,599
Top 10 weight
79.75%
New
76
Sold out
134

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DUSBadded+104,095$5.27M
DFACadded+104,084$3.6M
DFICadded+131,340$3.39M
GBTCadded+30,112$2.23M
VCRBadded+14,792$1.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SMHexited-1,584-$389K
NVDAreduced-2,645-$355K
LLYreduced-410-$317K
MNSTreduced-6,001-$313K
ETHEreduced-8,937-$250K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 1,599 share positions

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SMHVANECK ETF TRUST1,584$389Kshares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF29,089$164Kshares
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…46,995$115Kshares
ARDXARDELYX INC10,000$68.9Kshares
INVESCOINVESCO1,709$36.1Kshares
GSLGLOBAL SHIP LEASE INC1,000$26.6Kshares
VNMVANECK ETF TRUST1,536$19.6Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC1,945$17.4Kshares
AMTAMERICAN TOWER CORP74$17.2Kshares
SCHPSCHWAB STRATEGIC TR319$17.1Kshares
BLACKROCK INCBLACKROCK INC17$16.1Kshares
SHELSHELL PLC233$15.4Kshares
NLYANNALY CAPITAL MANAGEMENT IN700$14Kshares
LAM RESEARCH CORPLAM RESEARCH CORP17$13.9Kshares
FRTFEDERAL RLTY INVT TR NEW114$13.1Kshares
GSKGSK PLC316$12.9Kshares
VRPINVESCO EXCH TRADED FD TR II480$11.7Kshares
BIIBBIOGEN INC46$8.92Kshares
EASTERLY GOVERNMENT PROPERT…EASTERLY GOVERNMENT PROPERTIES608$8.26Kshares
MARATHON OIL CORPMARATHON OIL CORP303$8.07Kshares
TVGRUPO TELEVISA S A B3,150$8.06Kshares
IZRLARK ETF TR400$7.92Kshares
STLASTELLANTIS N.V550$7.73Kshares
BTIBRITISH AMERN TOB PLC184$6.73Kshares
ARISTA NETWORKS INCARISTA NETWORKS INC16$6.14Kshares
ELLAUDER ESTEE COS INC53$5.28Kshares
FLGFLAGSTAR BANK NATIONAL ASSOC391$4.39Kshares
WTMWHITE MTNS INS GROUP LTD2$3.39Kshares
CECELANESE CORP DEL20$2.72Kshares
ARKGARK ETF TR100$2.56Kshares
UNFIUNITED NAT FOODS INC143$2.41Kshares
OXYOCCIDENTAL PETE CORP45$2.32Kshares
TRIBTRINITY BIOTECH INVT LTD2,000$2.2Kshares
ARQTARCUTIS BIOTHERAPEUTICS INC185$1.72Kshares
MRNAMODERNA INC20$1.34Kshares
BARKBARK INC784$1.28Kshares
CATALENT INC USD 0.01CATALENT INC USD 0.0121$1.27Kshares
HUMHUMANA INC4$1.27Kshares
SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO176$1.25Kshares
DINOHF SINCLAIR CORP27$1.2Kshares
QRVOQORVO INC11$1.14Kshares
LKQLKQ CORP28$1.12Kshares
ACHCACADIA HEALTHCARE COMPANY IN17$1.08Kshares
LEALEAR CORP9$983shares
AESAES CORP46$923shares
OPCHOPTION CARE HEALTH INC28$877shares
STERICYCLE INCSTERICYCLE INC14$854shares
BROOKFIELD RENEWABLE COR-ABROOKFIELD RENEWABLE COR-A26$850shares
MANMANPOWERGROUP INC WIS11$809shares
DACDANAOS CORPORATION9$781shares
HUNHUNTSMAN CORP32$775shares
CLVTCLARIVATE PLC99$703shares
KSSKOHLS CORP32$676shares
OLNOLIN CORP14$672shares
SANBANCO SANTANDER SA128$653shares
AGCOAGCO CORP6$588shares
CRICARTERS INC9$585shares
PIIPOLARIS INC7$583shares
ICLRICON PUB LTD CO2$575shares
CGNXCOGNEX CORP14$567shares
AINALBANY INTL CORP6$534shares
NSPINSPERITY INC6$528shares
APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD7$505shares
HIHILLENBRAND INC17$473shares
PERFICIENT INCPERFICIENT INC6$453shares
TANINVESCO EXCH TRADED FD TR II10$432shares
SQUARESPACE INCSQUARESPACE INC9$418shares
NENOBLE CORP PLC10$362shares
VISTA OUTDOOR INCVISTA OUTDOOR INC9$353shares
UUNITY SOFTWARE INC15$340shares
POWIPOWER INTEGRATIONS INC5$321shares
SYNASYNAPTICS INC4$311shares
VSHVISHAY INTERTECHNOLOGY INC16$303shares
VCVISTEON CORP3$286shares
CHRDCHORD ENERGY CORPORATION2$261shares
LWLAMB WESTON HLDGS INC4$259shares
DGDOLLAR GEN CORP3$254shares
AVANGRID INCAVANGRID INC7$251shares
SPIRIT AIRLS INCSPIRIT AIRLS INC100$240shares
POWERSCHOOL HOLDINGS INCPOWERSCHOOL HOLDINGS INC10$229shares
CNMDCONMED CORP3$216shares
ENOVENOVIS CORPORATION5$216shares
SSTKSHUTTERSTOCK INC6$213shares
DBRGDIGITALBRIDGE GROUP INC15$212shares
NV5 HOLDINGS, INCNV5 HOLDINGS, INC2$187shares
DARDARLING INGREDIENTS INC5$186shares
PBFPBF ENERGY INC6$186shares
NVSTENVISTA HOLDINGS CORPORATION9$178shares
PLAYDAVE & BUSTERS ENTMT INC5$171shares
EVHEVOLENT HEALTH INC6$170shares
CPRICAPRI HOLDINGS LIMITED4$170shares
MGPIMGP INGREDIENTS INC NEW2$167shares
ALGMALLEGRO MICROSYSTEMS INC7$164shares
CVICVR ENERGY INC6$139shares
IRDMIRIDIUM COMMUNICATIONS INC4$122shares
VALVALARIS LTD2$112shares
RESRPC INC16$102shares
VECOVEECO INSTRS INC DEL3$100shares
ZDZIFF DAVIS INC2$98shares
ALBALBEMARLE CORP1$95shares
FIVEFIVE BELOW INC1$89shares
CARAVIS BUDGET GROUP INC1$88shares
AMNAMN HEALTHCARE SVCS INC2$85shares
OIO-I GLASS INC6$79shares
AAPADVANCE AUTO PARTS INC2$78shares
RCUSARCUS BIOSCIENCES INC5$77shares
IMKTAINGLES MKTS INC1$75shares
IPGPIPG PHOTONICS CORP1$75shares
R1 RCM INCR1 RCM INC5$71shares
INSTRUCTURE HLDGS INCINSTRUCTURE HLDGS INC3$71shares
LEGLEGGETT & PLATT INC5$69shares
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC12$69shares
RIVNRIVIAN AUTOMOTIVE INC6$68shares
ADNTADIENT PLC3$68shares
HELEHELEN OF TROY LTD1$62shares
IARTINTEGRA LIFESCIENCES HLDGS C3$55shares
PZZAPAPA JOHNS INTL INC1$54shares
GOGROCERY OUTLET HLDG CORP3$53shares
BF-BBROWN FORMAN CORP1$50shares
APAAPA CORPORATION2$49shares
CERTCERTARA INC4$47shares
MXLMAXLINEAR INC3$44shares
FOXFFOX FACTORY HLDG CORP1$42shares
GDRXGOODRX HLDGS INC5$35shares
BLMNBLOOMIN BRANDS INC2$34shares
ODPTHE ODP CORP1$30shares
COHUCOHU INC1$26shares
PARAMOUNT GLOBALPARAMOUNT GLOBAL1$22shares
TDOCTELADOC HEALTH INC2$19shares
PGNYPROGYNY INC1$17shares
MRVIMARAVAI LIFESCIENCES HLDGS I2$17shares
ARRYARRAY TECHNOLOGIES INC2$14shares
LZLEGALZOOM COM INC2$13shares
LOGICMARK INCLOGICMARK INC1$1shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001894302-25-000001 base2025-01-21acceptance time not in the bulk data set