BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 10, 2021

Total Value ($000): $1,179,288 (100.0% shares, 0.0% debt)

Holdings (49)

SSTK SHUTTERSTOCK INC 4.8%
Value ($000) $57,149 Shares 582,140 Est. Cost $40.70 Unrealized +125.3%
HILLENBRAND INC 4.5%
Value ($000) $53,466 Shares 1,212,940 Est. Cost $28.24 Unrealized
BV BRIGHTVIEW HLDGS INC 4.2%
Value ($000) $49,800 Shares 3,089,348 Est. Cost $13.10 Unrealized +34.0%
WSC WILLSCOT MOBIL MINI HLDNG CO 4.2%
Value ($000) $49,414 Shares 1,773,030 Est. Cost $15.98 Unrealized +79.9%
INOVALON HLDGS INC 4.1%
Value ($000) $48,838 Shares 1,433,054 Est. Cost $17.56 Unrealized
STERICYCLE INC 3.7%
Value ($000) $44,164 Shares 617,250 Est. Cost $49.10 Unrealized
TERMINIX GLOBAL HOLDINGS INC 3.7%
Value ($000) $43,831 Shares 918,693 Est. Cost $50.94 Unrealized
CMP COMPASS MINERALS INTL INC 3.6%
Value ($000) $42,299 Shares 713,779 Est. Cost $62.42 Unrealized 0.0%
EVR EVERCORE INC 3.5%
Value ($000) $41,283 Shares 293,265 Est. Cost $54.53 Unrealized +134.7%
APAM ARTISAN PARTNERS ASSET MGMT 3.5%
Value ($000) $41,239 Shares 811,475 Est. Cost $18.34 Unrealized +89.8%
KN KNOWLES CORP 3.3%
Value ($000) $38,643 Shares 1,957,591 Est. Cost $19.03 Unrealized +7.1%
EXLS EXLSERVICE HOLDINGS INC 3.1%
Value ($000) $36,738 Shares 345,735 Est. Cost $11.70 Unrealized +69.7%
HOSTESS BRANDS INC 3.0%
Value ($000) $35,890 Shares 2,216,803 Est. Cost $12.29 Unrealized
TREE LENDINGTREE INC NEW 2.9%
Value ($000) $34,181 Shares 161,324 Est. Cost $229.52 Unrealized
CALY CALLAWAY GOLF CO 2.9%
Value ($000) $33,803 Shares 1,002,154 Est. Cost $12.32 Unrealized +160.9%
CORNERSTONE ONDEMAND INC 2.8%
Value ($000) $32,732 Shares 634,593 Est. Cost $42.46 Unrealized
QUOTIENT TECHNOLOGY INC 2.7%
Value ($000) $31,431 Shares 2,907,550 Est. Cost $11.54 Unrealized
GNTX GENTEX CORP 2.6%
Value ($000) $31,209 Shares 943,154 Est. Cost $19.15 Unrealized +81.1%
FTDR FRONTDOOR INC 2.4%
Value ($000) $28,726 Shares 576,604 Est. Cost $42.74 Unrealized +23.3%
PLOW DOUGLAS DYNAMICS INC 2.3%
Value ($000) $26,930 Shares 661,845 Est. Cost $26.75 Unrealized +64.1%
BOTTOMLINE TECH DEL INC 2.2%
Value ($000) $26,312 Shares 709,605 Est. Cost $34.80 Unrealized
UPLD UPLAND SOFTWARE INC 2.2%
Value ($000) $26,155 Shares 635,292 Est. Cost $46.39 Unrealized -5.2%
APG API GROUP CORP 2.2%
Value ($000) $25,719 Shares 1,231,158 Est. Cost $10.63 Unrealized +33.4%
SP PLUS CORP 2.1%
Value ($000) $25,172 Shares 822,893 Est. Cost $28.83 Unrealized
WKC WORLD FUEL SVCS CORP 2.1%
Value ($000) $24,247 Shares 764,181 Est. Cost $28.63 Unrealized +16.1%
ECPG ENCORE CAP GROUP INC 2.1%
Value ($000) $24,178 Shares 510,193 Est. Cost $36.26 Unrealized +19.9%
JRVR JAMES RIV GROUP LTD 2.0%
Value ($000) $23,011 Shares 613,290 Est. Cost $39.95 Unrealized 0.0%
AIR TRANSPORT SERVICES GRP I 1.9%
Value ($000) $22,144 Shares 953,260 Est. Cost $23.23 Unrealized
GVA GRANITE CONSTR INC 1.8%
Value ($000) $21,704 Shares 522,618 Est. Cost $39.67 Unrealized 0.0%
JBI JANUS INTERNATIONAL GROUP IN 1.5%
Value ($000) $17,391 Shares 1,230,791 Est. Cost $13.32 Unrealized 0.0%
CSCO CISCO SYS INC 1.3%
Value ($000) $15,003 Shares 283,080 Est. Cost $45.84 Unrealized 0.0%
ADTRAN INC 1.3%
Value ($000) $14,800 Shares 716,722 Est. Cost $20.65 Unrealized
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $14,042 Shares 141,682 Est. Cost $58.15 Unrealized +31.4%
MEDP MEDPACE HLDGS INC 1.0%
Value ($000) $12,231 Shares 69,247 Est. Cost $31.37 Unrealized +450.1%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $11,254 Shares 68,313 Est. Cost $83.86 Unrealized +72.8%
ORCL ORACLE CORP 0.9%
Value ($000) $10,971 Shares 140,948 Est. Cost $55.51 Unrealized +32.6%
INTC INTEL CORP 0.9%
Value ($000) $10,431 Shares 185,808 Est. Cost $28.15 Unrealized +90.3%
WCN WASTE CONNECTIONS INC 0.8%
Value ($000) $9,631 Shares 80,645 Est. Cost $102.40 Unrealized +12.7%
TWITTER INC 0.8%
Value ($000) $9,116 Shares 132,480 Est. Cost $68.81 Unrealized
CATALENT INC 0.6%
Value ($000) $7,452 Shares 68,923 Est. Cost $25.78 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $7,404 Shares 49,971 Est. Cost $70.06 Unrealized +80.1%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $6,623 Shares 118,205 Est. Cost $43.97 Unrealized -1.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.4%
Value ($000) $4,450 Shares 27,672 Est. Cost $84.57 Unrealized +84.2%
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,469 Shares 9,112 Est. Cost $36.28 Unrealized +574.6%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,235 Shares 4,430 Est. Cost $132.48 Unrealized +251.8%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,439 Shares 16,750 Est. Cost $83.58 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,011 Shares 15,950 Est. Cost $47.49 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $562 Shares 1,427 Est. Cost $198.41 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $365 Shares 2,720 Est. Cost $138.24 Unrealized