BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 20, 2022

Total Value ($000): $1,090,727 (100.0% shares, 0.0% debt)

Holdings (50)

WSC WILLSCOT MOBIL MINI HLDNG CO 5.2%
Value ($000) $56,628 Shares 1,447,170 Est. Cost $15.98 Unrealized +135.3%
CMP COMPASS MINERALS INTL INC 4.0%
Value ($000) $43,451 Shares 692,007 Est. Cost $62.42 Unrealized -12.5%
AIR TRANSPORT SERVICES GRP I 3.9%
Value ($000) $42,283 Shares 1,264,067 Est. Cost $24.07 Unrealized
HILLENBRAND INC 3.8%
Value ($000) $41,973 Shares 950,269 Est. Cost $28.24 Unrealized
SSTK SHUTTERSTOCK INC 3.8%
Value ($000) $41,445 Shares 445,258 Est. Cost $40.70 Unrealized +128.0%
BV BRIGHTVIEW HLDGS INC 3.8%
Value ($000) $41,125 Shares 3,021,646 Est. Cost $13.10 Unrealized +3.1%
KN KNOWLES CORP 3.7%
Value ($000) $40,737 Shares 1,892,127 Est. Cost $19.03 Unrealized +14.9%
TERMINIX GLOBAL HOLDINGS INC 3.7%
Value ($000) $40,441 Shares 886,273 Est. Cost $50.94 Unrealized
VIPER ENERGY PARTNERS LP 3.6%
Value ($000) $39,643 Shares 1,340,646 Est. Cost $21.76 Unrealized
HOSTESS BRANDS INC 3.2%
Value ($000) $35,435 Shares 1,615,098 Est. Cost $12.29 Unrealized
STERICYCLE INC 3.2%
Value ($000) $34,878 Shares 591,961 Est. Cost $49.10 Unrealized
APG API GROUP CORP 2.9%
Value ($000) $31,557 Shares 1,500,586 Est. Cost $11.37 Unrealized +29.0%
ECPG ENCORE CAP GROUP INC 2.8%
Value ($000) $30,853 Shares 491,838 Est. Cost $36.26 Unrealized +79.8%
SP PLUS CORP 2.8%
Value ($000) $30,731 Shares 979,929 Est. Cost $29.08 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 2.8%
Value ($000) $30,700 Shares 780,178 Est. Cost $18.34 Unrealized +57.5%
ADTRAN INC 2.7%
Value ($000) $29,653 Shares 1,607,212 Est. Cost $20.14 Unrealized
GNTX GENTEX CORP 2.4%
Value ($000) $26,415 Shares 905,542 Est. Cost $19.15 Unrealized +62.4%
TREE LENDINGTREE INC NEW 2.4%
Value ($000) $26,011 Shares 217,358 Est. Cost $199.12 Unrealized
GVA GRANITE CONSTR INC 2.3%
Value ($000) $25,368 Shares 773,425 Est. Cost $39.12 Unrealized -11.9%
JRVR JAMES RIV GROUP LTD 2.3%
Value ($000) $25,340 Shares 1,024,246 Est. Cost $37.29 Unrealized -31.5%
WKC WORLD FUEL SVCS CORP 2.2%
Value ($000) $23,467 Shares 867,874 Est. Cost $28.51 Unrealized -2.6%
EVR EVERCORE INC 2.1%
Value ($000) $23,313 Shares 209,422 Est. Cost $54.53 Unrealized +109.6%
CALY CALLAWAY GOLF CO 2.1%
Value ($000) $23,295 Shares 994,673 Est. Cost $12.45 Unrealized +94.9%
HCI HCI GROUP INC 2.1%
Value ($000) $22,766 Shares 333,907 Est. Cost $68.34 Unrealized 0.0%
PLOW DOUGLAS DYNAMICS INC 2.1%
Value ($000) $22,644 Shares 654,635 Est. Cost $26.93 Unrealized +35.0%
LPRO OPEN LENDING CORP 2.0%
Value ($000) $22,345 Shares 1,181,645 Est. Cost $19.19 Unrealized 0.0%
QUOTIENT TECHNOLOGY INC 1.9%
Value ($000) $20,770 Shares 3,255,510 Est. Cost $10.85 Unrealized
JBI JANUS INTERNATIONAL GROUP IN 1.9%
Value ($000) $20,343 Shares 2,260,378 Est. Cost $13.47 Unrealized -24.6%
DVN DEVON ENERGY CORP NEW 1.9%
Value ($000) $20,253 Shares 342,519 Est. Cost $22.52 Unrealized +97.9%
UPLD UPLAND SOFTWARE INC 1.8%
Value ($000) $19,471 Shares 1,105,702 Est. Cost $39.51 Unrealized -53.6%
FTDR FRONTDOOR INC 1.7%
Value ($000) $18,759 Shares 628,441 Est. Cost $43.00 Unrealized -22.5%
CSCO CISCO SYS INC 1.3%
Value ($000) $13,872 Shares 248,780 Est. Cost $45.84 Unrealized +9.7%
MP MP MATERIALS CORP 1.1%
Value ($000) $11,871 Shares 207,033 Est. Cost $44.01 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $11,604 Shares 123,525 Est. Cost $58.15 Unrealized +42.4%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $11,422 Shares 64,449 Est. Cost $85.36 Unrealized +77.8%
ORCL ORACLE CORP 0.9%
Value ($000) $10,257 Shares 123,979 Est. Cost $55.51 Unrealized +38.7%
HALO HALOZYME THERAPEUTICS INC 0.9%
Value ($000) $10,217 Shares 256,185 Est. Cost $35.62 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.9%
Value ($000) $10,169 Shares 72,791 Est. Cost $102.40 Unrealized +21.9%
CATALENT INC 0.8%
Value ($000) $9,029 Shares 81,415 Est. Cost $46.54 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $8,560 Shares 172,718 Est. Cost $28.15 Unrealized +64.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.7%
Value ($000) $7,755 Shares 60,631 Est. Cost $116.80 Unrealized -0.3%
TWITTER INC 0.7%
Value ($000) $7,465 Shares 192,955 Est. Cost $65.80 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $7,454 Shares 44,534 Est. Cost $70.06 Unrealized +111.8%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $6,761 Shares 132,718 Est. Cost $43.59 Unrealized -4.8%
AES AES CORP 0.5%
Value ($000) $4,966 Shares 193,023 Est. Cost $19.36 Unrealized 0.0%
ATI PHYSICAL THERAPY INC 0.5%
Value ($000) $4,916 Shares 2,614,788 Est. Cost $3.71 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $913 Shares 15,850 Est. Cost $47.49 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $557 Shares 1,342 Est. Cost $198.41 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $517 Shares 5,100 Est. Cost $101.37 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $329 Shares 2,720 Est. Cost $138.24 Unrealized