BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $1,141,238 (100.0% shares, 0.0% debt)

Holdings (47)

SSTK SHUTTERSTOCK INC 5.3%
Value ($000) $60,035 Shares 674,244 Est. Cost $40.70 Unrealized +96.6%
HILLENBRAND INC 5.0%
Value ($000) $57,500 Shares 1,205,198 Est. Cost $28.24 Unrealized
BV BRIGHTVIEW HLDGS INC 4.5%
Value ($000) $51,683 Shares 3,063,628 Est. Cost $13.10 Unrealized +22.3%
APAM ARTISAN PARTNERS ASSET MGMT 4.4%
Value ($000) $50,037 Shares 959,121 Est. Cost $18.34 Unrealized +80.6%
WSC WILLSCOT MOBIL MINI HLDNG CO 4.3%
Value ($000) $48,976 Shares 1,764,902 Est. Cost $15.98 Unrealized +64.3%
QUOTIENT TECHNOLOGY INC 4.1%
Value ($000) $46,941 Shares 2,872,759 Est. Cost $11.55 Unrealized
INOVALON HLDGS INC 4.0%
Value ($000) $45,988 Shares 1,597,930 Est. Cost $17.56 Unrealized
COMPASS MINERALS INTL INC 3.9%
Value ($000) $44,683 Shares 712,413 Est. Cost $62.72 Unrealized
HOSTESS BRANDS INC 3.8%
Value ($000) $43,110 Shares 3,006,301 Est. Cost $12.29 Unrealized
TERMINIX GLOBAL HOLDINGS INC 3.8%
Value ($000) $42,932 Shares 900,616 Est. Cost $51.01 Unrealized
STERICYCLE INC 3.6%
Value ($000) $41,551 Shares 615,479 Est. Cost $49.10 Unrealized
KN KNOWLES CORP 3.6%
Value ($000) $40,891 Shares 1,954,625 Est. Cost $19.03 Unrealized +6.9%
EVR EVERCORE INC 3.4%
Value ($000) $38,785 Shares 294,408 Est. Cost $54.53 Unrealized +104.1%
PLOW DOUGLAS DYNAMICS INC 3.0%
Value ($000) $34,706 Shares 752,035 Est. Cost $26.75 Unrealized +72.3%
GNTX GENTEX CORP 2.9%
Value ($000) $33,516 Shares 939,606 Est. Cost $19.15 Unrealized +85.5%
BOTTOMLINE TECH DEL INC 2.8%
Value ($000) $31,971 Shares 706,547 Est. Cost $34.80 Unrealized
FTDR FRONTDOOR INC 2.7%
Value ($000) $31,192 Shares 580,322 Est. Cost $42.74 Unrealized +27.6%
EXLS EXLSERVICE HOLDINGS INC 2.7%
Value ($000) $31,001 Shares 343,843 Est. Cost $11.70 Unrealized +45.8%
CALY CALLAWAY GOLF CO 2.6%
Value ($000) $30,179 Shares 1,128,203 Est. Cost $12.32 Unrealized +129.6%
TREE LENDINGTREE INC NEW 2.5%
Value ($000) $28,984 Shares 136,076 Est. Cost $232.79 Unrealized
CORNERSTONE ONDEMAND INC 2.4%
Value ($000) $27,349 Shares 627,563 Est. Cost $42.36 Unrealized
WKC WORLD FUEL SVCS CORP 2.4%
Value ($000) $26,826 Shares 762,091 Est. Cost $28.63 Unrealized +18.6%
SP PLUS CORP 2.3%
Value ($000) $26,776 Shares 816,604 Est. Cost $28.83 Unrealized
APG API GROUP CORP 2.2%
Value ($000) $25,172 Shares 1,217,210 Est. Cost $10.59 Unrealized +18.6%
VERINT SYS INC 2.0%
Value ($000) $22,713 Shares 499,305 Est. Cost $67.18 Unrealized
MEDP MEDPACE HLDGS INC 2.0%
Value ($000) $22,393 Shares 136,502 Est. Cost $31.37 Unrealized +387.6%
ECPG ENCORE CAP GROUP INC 1.8%
Value ($000) $20,432 Shares 507,882 Est. Cost $36.26 Unrealized -2.2%
UPLD UPLAND SOFTWARE INC 1.5%
Value ($000) $16,922 Shares 358,583 Est. Cost $48.25 Unrealized 0.0%
ORBCOMM INC 1.3%
Value ($000) $15,367 Shares 2,014,023 Est. Cost $7.63 Unrealized
CISCO SYS INC 1.3%
Value ($000) $14,346 Shares 277,429 Est. Cost $51.71 Unrealized
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $12,504 Shares 140,901 Est. Cost $58.15 Unrealized +14.9%
INTC INTEL CORP 1.0%
Value ($000) $11,866 Shares 185,401 Est. Cost $28.15 Unrealized +92.1%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $11,013 Shares 67,006 Est. Cost $82.67 Unrealized +70.3%
ORCL ORACLE CORP 0.9%
Value ($000) $10,199 Shares 145,353 Est. Cost $55.51 Unrealized +9.2%
CATALENT INC 0.6%
Value ($000) $7,325 Shares 69,561 Est. Cost $25.78 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $7,014 Shares 49,589 Est. Cost $70.06 Unrealized +68.3%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $6,763 Shares 116,304 Est. Cost $43.98 Unrealized -3.9%
WCN WASTE CONNECTIONS INC 0.6%
Value ($000) $6,616 Shares 61,272 Est. Cost $98.29 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.4%
Value ($000) $4,304 Shares 26,889 Est. Cost $82.49 Unrealized +80.3%
JUNIPER INDL HLDGS INC 0.2%
Value ($000) $2,652 Shares 213,836 Est. Cost $12.40 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,476 Shares 10,502 Est. Cost $36.28 Unrealized +514.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,334 Shares 5,114 Est. Cost $132.48 Unrealized +255.6%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,165 Shares 13,750 Est. Cost $83.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $968 Shares 15,950 Est. Cost $47.49 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $520 Shares 1,427 Est. Cost $198.41 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $354 Shares 2,720 Est. Cost $138.24 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $208 Shares 1,005 Est. Cost $206.97 Unrealized