AJOVista, LLC 13F Holdings

CIK 0001890241 · BOSTON, MA

As of Sep 30, 2024, AJOVista, LLC reported 112 positions worth $23.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
KE HOLDINGS INCBEKEReal Estate105,472$2.1M8.97%
QFIN HOLDINGS INCQFINFinancial Services54,560 .6M6.95%
HARMONY GOLD MINING CO LTDHMYBasic Materials145,316 .5M6.32%
JDCOM INCJDConsumer Cyclical31,023 .2M5.30%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical8,834$937.5K4.01%
ISHARES MSCI SAUDI ARABIA ETFKSA—11,393$486.5K2.08%
VALE SAVALEBasic Materials30,299$353.9K1.51%
NORTHEAST COMMUNITY BANCORP INCNECBFinancial Services12,346$326.6K1.40%
PENNANT GROUP INCPNTGHealthcare8,455$301.8K1.29%
ONESPAN INCOSPNTechnology17,774$296.3K1.27%
ADAPTIVE BIOTECHNOLOGIES CORPADPTHealthcare56,270$288.1K1.23%
PHIBRO ANIMAL HEALTH CORPPAHCHealthcare12,741$286.9K1.23%
COMPOSECURE INCCMPOIndustrials20,261$284.1K1.21%
WILLDAN GROUP INCWLDNIndustrials6,831$279.7K1.20%
THIRD COAST BANCSHARES INCTCBXFinancial Services10,258$274.6K1.17%
SUNCOKE ENERGY INCSXCBasic Materials30,324$263.2K1.12%
VERITONE INCVERITechnology70,535$253.2K1.08%
WEYCO GROUP INCWEYSConsumer Cyclical7,389$251.5K1.07%
SHOE CARNIVAL INCSCVLConsumer Cyclical5,622$246.5K1.05%
BABCOCK & WILCOX ENTERPRISES INCBWIndustrials119,839$244.5K1.04%
BUILD-A-BEAR WORKSHOP INCBBWConsumer Cyclical7,103$244.1K1.04%
SOUTHERN STATES BANCSHARES INCSSBKFinancial Services7,941$244.0K1.04%
FUBOTV INCFUBOCommunication Services170,655$242.3K1.04%
CARRIAGE SERVICES INCCSVConsumer Cyclical7,296$239.5K1.02%
HOVNANIAN ENTERPRISES INCHOVConsumer Cyclical1,146$234.2K1.00%