BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 19, 2021

Total Value ($000): $1,110,588 (100.0% shares, 0.0% debt)

Holdings (49)

WSC WILLSCOT MOBIL MINI HLDNG CO 4.9%
Value ($000) $54,475 Shares 1,717,366 Est. Cost $15.98 Unrealized +80.8%
SSTK SHUTTERSTOCK INC 4.6%
Value ($000) $51,065 Shares 450,629 Est. Cost $40.70 Unrealized +165.5%
HILLENBRAND INC 4.5%
Value ($000) $50,262 Shares 1,178,470 Est. Cost $28.24 Unrealized
CMP COMPASS MINERALS INTL INC 4.0%
Value ($000) $44,438 Shares 690,033 Est. Cost $62.42 Unrealized +0.2%
BV BRIGHTVIEW HLDGS INC 4.0%
Value ($000) $44,408 Shares 3,008,646 Est. Cost $13.10 Unrealized +16.5%
STERICYCLE INC 3.7%
Value ($000) $40,759 Shares 599,662 Est. Cost $49.10 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 3.5%
Value ($000) $38,503 Shares 787,052 Est. Cost $18.34 Unrealized +85.6%
EVR EVERCORE INC 3.4%
Value ($000) $37,991 Shares 284,214 Est. Cost $54.53 Unrealized +129.3%
HOSTESS BRANDS INC 3.4%
Value ($000) $37,357 Shares 2,150,647 Est. Cost $12.29 Unrealized
TERMINIX GLOBAL HOLDINGS INC 3.4%
Value ($000) $37,256 Shares 894,071 Est. Cost $50.94 Unrealized
KN KNOWLES CORP 3.2%
Value ($000) $35,599 Shares 1,899,619 Est. Cost $19.03 Unrealized +2.7%
AIR TRANSPORT SERVICES GRP I 2.7%
Value ($000) $30,534 Shares 1,183,045 Est. Cost $23.73 Unrealized
GNTX GENTEX CORP 2.7%
Value ($000) $30,159 Shares 914,463 Est. Cost $19.15 Unrealized +68.6%
JRVR JAMES RIV GROUP LTD 2.7%
Value ($000) $29,470 Shares 781,075 Est. Cost $39.21 Unrealized -6.9%
APG API GROUP CORP 2.6%
Value ($000) $29,174 Shares 1,433,598 Est. Cost $11.18 Unrealized +29.7%
EXLS EXLSERVICE HOLDINGS INC 2.5%
Value ($000) $27,815 Shares 225,914 Est. Cost $11.70 Unrealized +99.4%
UPLD UPLAND SOFTWARE INC 2.5%
Value ($000) $27,767 Shares 830,342 Est. Cost $44.30 Unrealized -15.4%
JBI JANUS INTERNATIONAL GROUP IN 2.5%
Value ($000) $27,426 Shares 2,240,659 Est. Cost $13.47 Unrealized +1.4%
VIPER ENERGY PARTNERS LP 2.5%
Value ($000) $27,326 Shares 1,250,640 Est. Cost $21.85 Unrealized
BOTTOMLINE TECH DEL INC 2.4%
Value ($000) $26,989 Shares 687,093 Est. Cost $34.80 Unrealized
CALY CALLAWAY GOLF CO 2.4%
Value ($000) $26,984 Shares 976,623 Est. Cost $12.32 Unrealized +146.9%
FTDR FRONTDOOR INC 2.4%
Value ($000) $26,474 Shares 631,830 Est. Cost $43.00 Unrealized +6.2%
GVA GRANITE CONSTR INC 2.3%
Value ($000) $25,538 Shares 645,718 Est. Cost $39.65 Unrealized -0.3%
WKC WORLD FUEL SVCS CORP 2.3%
Value ($000) $25,116 Shares 747,063 Est. Cost $28.63 Unrealized +11.9%
SP PLUS CORP 2.2%
Value ($000) $24,607 Shares 802,302 Est. Cost $28.83 Unrealized
ECPG ENCORE CAP GROUP INC 2.2%
Value ($000) $24,374 Shares 494,694 Est. Cost $36.26 Unrealized +31.0%
PLOW DOUGLAS DYNAMICS INC 2.1%
Value ($000) $23,151 Shares 637,760 Est. Cost $26.75 Unrealized +44.1%
TREE LENDINGTREE INC NEW 2.0%
Value ($000) $21,931 Shares 156,841 Est. Cost $229.52 Unrealized
ADTRAN INC 1.8%
Value ($000) $19,953 Shares 1,063,599 Est. Cost $20.03 Unrealized
QUOTIENT TECHNOLOGY INC 1.5%
Value ($000) $16,550 Shares 2,843,576 Est. Cost $11.54 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $14,697 Shares 270,016 Est. Cost $45.84 Unrealized +7.4%
ATI PHYSICAL THERAPY INC 1.3%
Value ($000) $14,312 Shares 3,766,195 Est. Cost $3.80 Unrealized
DVN DEVON ENERGY CORP NEW 1.2%
Value ($000) $12,920 Shares 363,855 Est. Cost $22.52 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $12,698 Shares 133,957 Est. Cost $58.15 Unrealized +39.4%
TWITTER INC 1.1%
Value ($000) $12,452 Shares 206,195 Est. Cost $65.80 Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $11,576 Shares 132,858 Est. Cost $55.51 Unrealized +50.1%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $11,288 Shares 69,898 Est. Cost $85.36 Unrealized +76.0%
INTC INTEL CORP 0.9%
Value ($000) $9,834 Shares 184,568 Est. Cost $28.15 Unrealized +76.9%
WCN WASTE CONNECTIONS INC 0.9%
Value ($000) $9,734 Shares 77,296 Est. Cost $102.40 Unrealized +20.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.8%
Value ($000) $9,305 Shares 63,575 Est. Cost $116.80 Unrealized +21.3%
CATALENT INC 0.8%
Value ($000) $8,659 Shares 65,068 Est. Cost $25.78 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $7,128 Shares 47,389 Est. Cost $70.06 Unrealized +92.7%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $6,247 Shares 115,670 Est. Cost $43.97 Unrealized -3.8%
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,356 Shares 8,357 Est. Cost $36.28 Unrealized +673.9%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,688 Shares 19,750 Est. Cost $83.87 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $972 Shares 15,950 Est. Cost $47.49 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $563 Shares 1,427 Est. Cost $198.41 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $362 Shares 2,720 Est. Cost $138.24 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $346 Shares 3,400 Est. Cost $101.76 Unrealized