BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 3, 2022

Total Value ($000): $1,156,610 (100.0% shares, 0.0% debt)

Holdings (50)

HILLENBRAND INC 5.3%
Value ($000) $61,006 Shares 1,173,423 Est. Cost $28.24 Unrealized
WSC WILLSCOT MOBIL MINI HLDNG CO 5.1%
Value ($000) $59,330 Shares 1,452,740 Est. Cost $15.98 Unrealized +130.9%
SSTK SHUTTERSTOCK INC 4.3%
Value ($000) $49,432 Shares 445,820 Est. Cost $40.70 Unrealized +185.8%
KN KNOWLES CORP 3.8%
Value ($000) $44,186 Shares 1,892,326 Est. Cost $19.03 Unrealized +10.9%
HOSTESS BRANDS INC 3.8%
Value ($000) $43,908 Shares 2,150,240 Est. Cost $12.29 Unrealized
BV BRIGHTVIEW HLDGS INC 3.7%
Value ($000) $42,316 Shares 3,005,407 Est. Cost $13.10 Unrealized +14.9%
TERMINIX GLOBAL HOLDINGS INC 3.5%
Value ($000) $40,306 Shares 891,141 Est. Cost $50.94 Unrealized
APG API GROUP CORP 3.3%
Value ($000) $38,705 Shares 1,501,932 Est. Cost $11.37 Unrealized +35.1%
BOTTOMLINE TECH DEL INC 3.3%
Value ($000) $38,476 Shares 681,354 Est. Cost $34.80 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 3.2%
Value ($000) $37,167 Shares 780,173 Est. Cost $18.34 Unrealized +80.1%
AIR TRANSPORT SERVICES GRP I 3.2%
Value ($000) $36,979 Shares 1,258,661 Est. Cost $24.07 Unrealized
STERICYCLE INC 3.1%
Value ($000) $35,478 Shares 594,873 Est. Cost $49.10 Unrealized
CMP COMPASS MINERALS INTL INC 3.0%
Value ($000) $35,021 Shares 685,615 Est. Cost $62.42 Unrealized -6.3%
EXLS EXLSERVICE HOLDINGS INC 2.8%
Value ($000) $32,371 Shares 223,604 Est. Cost $11.70 Unrealized +125.1%
VIPER ENERGY PARTNERS LP 2.7%
Value ($000) $31,662 Shares 1,485,803 Est. Cost $21.76 Unrealized
GNTX GENTEX CORP 2.7%
Value ($000) $31,591 Shares 906,474 Est. Cost $19.15 Unrealized +85.3%
ECPG ENCORE CAP GROUP INC 2.6%
Value ($000) $30,508 Shares 491,186 Est. Cost $36.26 Unrealized +55.3%
ADTRAN INC 2.6%
Value ($000) $29,701 Shares 1,300,954 Est. Cost $20.54 Unrealized
JRVR JAMES RIV GROUP LTD 2.5%
Value ($000) $29,399 Shares 1,020,440 Est. Cost $37.29 Unrealized -16.8%
EVR EVERCORE INC 2.5%
Value ($000) $28,572 Shares 210,319 Est. Cost $54.53 Unrealized +147.2%
JBI JANUS INTERNATIONAL GROUP IN 2.4%
Value ($000) $28,186 Shares 2,251,258 Est. Cost $13.47 Unrealized -5.2%
CALY CALLAWAY GOLF CO 2.3%
Value ($000) $27,004 Shares 984,108 Est. Cost $12.32 Unrealized +125.5%
GVA GRANITE CONSTR INC 2.3%
Value ($000) $26,856 Shares 693,953 Est. Cost $39.65 Unrealized +0.0%
PLOW DOUGLAS DYNAMICS INC 2.2%
Value ($000) $25,092 Shares 642,408 Est. Cost $26.75 Unrealized +50.9%
SP PLUS CORP 2.1%
Value ($000) $24,463 Shares 866,859 Est. Cost $28.78 Unrealized
FTDR FRONTDOOR INC 2.0%
Value ($000) $23,133 Shares 631,175 Est. Cost $43.00 Unrealized -11.7%
QUOTIENT TECHNOLOGY INC 1.8%
Value ($000) $20,933 Shares 2,821,180 Est. Cost $11.54 Unrealized
WKC WORLD FUEL SVCS CORP 1.7%
Value ($000) $19,860 Shares 750,283 Est. Cost $28.63 Unrealized -0.3%
UPLD UPLAND SOFTWARE INC 1.7%
Value ($000) $19,589 Shares 1,091,921 Est. Cost $39.78 Unrealized -36.1%
TREE LENDINGTREE INC NEW 1.7%
Value ($000) $19,273 Shares 157,204 Est. Cost $229.52 Unrealized
ATI PHYSICAL THERAPY INC 1.4%
Value ($000) $16,517 Shares 4,872,221 Est. Cost $3.71 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $16,205 Shares 255,716 Est. Cost $45.84 Unrealized +10.1%
DVN DEVON ENERGY CORP NEW 1.3%
Value ($000) $15,329 Shares 347,990 Est. Cost $22.52 Unrealized +49.2%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $12,060 Shares 126,947 Est. Cost $58.15 Unrealized +31.2%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $11,199 Shares 65,466 Est. Cost $85.36 Unrealized +70.0%
ORCL ORACLE CORP 1.0%
Value ($000) $11,012 Shares 126,273 Est. Cost $55.51 Unrealized +60.1%
WCN WASTE CONNECTIONS INC 0.9%
Value ($000) $10,038 Shares 73,663 Est. Cost $102.40 Unrealized +26.3%
INTC INTEL CORP 0.8%
Value ($000) $9,046 Shares 175,643 Est. Cost $28.15 Unrealized +68.0%
TWITTER INC 0.7%
Value ($000) $8,344 Shares 193,055 Est. Cost $65.80 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $7,939 Shares 45,704 Est. Cost $70.06 Unrealized +104.7%
CATALENT INC 0.7%
Value ($000) $7,882 Shares 61,563 Est. Cost $25.78 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.7%
Value ($000) $7,750 Shares 61,008 Est. Cost $116.80 Unrealized +8.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $5,842 Shares 112,437 Est. Cost $43.97 Unrealized -8.2%
MSFT MICROSOFT CORP 0.2%
Value ($000) $2,680 Shares 7,969 Est. Cost $36.28 Unrealized +764.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,674 Shares 19,750 Est. Cost $83.87 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $977 Shares 15,950 Est. Cost $47.49 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $623 Shares 1,427 Est. Cost $198.41 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $360 Shares 2,720 Est. Cost $138.24 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $320 Shares 1,925 Est. Cost $166.23 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $310 Shares 3,000 Est. Cost $102.03 Unrealized 0.0%