BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 25, 2022

Total Value ($000): $904,911 (100.0% shares, 0.0% debt)

Holdings (50)

HILLENBRAND INC 4.3%
Value ($000) $38,610 Shares 942,634 Est. Cost $28.24 Unrealized
WSC WILLSCOT MOBIL MINI HLDNG CO 4.1%
Value ($000) $37,089 Shares 1,144,026 Est. Cost $15.98 Unrealized +121.5%
AIR TRANSPORT SERVICES GRP I 4.0%
Value ($000) $36,317 Shares 1,264,087 Est. Cost $24.07 Unrealized
BV BRIGHTVIEW HLDGS INC 4.0%
Value ($000) $36,191 Shares 3,015,950 Est. Cost $13.10 Unrealized -4.4%
KN KNOWLES CORP 3.6%
Value ($000) $32,540 Shares 1,877,651 Est. Cost $19.03 Unrealized -1.3%
SP PLUS CORP 3.3%
Value ($000) $30,095 Shares 979,651 Est. Cost $29.08 Unrealized
ECPG ENCORE CAP GROUP INC 3.1%
Value ($000) $28,419 Shares 491,940 Est. Cost $36.26 Unrealized +63.3%
SSTK SHUTTERSTOCK INC 3.1%
Value ($000) $28,360 Shares 494,850 Est. Cost $43.33 Unrealized +54.5%
ADTRAN INC 3.1%
Value ($000) $28,146 Shares 1,605,591 Est. Cost $20.14 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 3.0%
Value ($000) $27,449 Shares 771,695 Est. Cost $18.34 Unrealized +45.6%
VIPER ENERGY PARTNERS LP 3.0%
Value ($000) $27,381 Shares 1,026,258 Est. Cost $21.76 Unrealized
HCI HCI GROUP INC 3.0%
Value ($000) $27,351 Shares 403,652 Est. Cost $67.95 Unrealized -2.8%
TERMINIX GLOBAL HOLDINGS INC 2.9%
Value ($000) $26,239 Shares 645,496 Est. Cost $50.94 Unrealized
STERICYCLE INC 2.9%
Value ($000) $26,186 Shares 597,163 Est. Cost $49.10 Unrealized
JRVR JAMES RIV GROUP LTD 2.8%
Value ($000) $25,427 Shares 1,026,107 Est. Cost $37.29 Unrealized -34.4%
HOWARD HUGHES CORP 2.8%
Value ($000) $25,411 Shares 373,410 Est. Cost $68.05 Unrealized
GNTX GENTEX CORP 2.8%
Value ($000) $25,066 Shares 896,192 Est. Cost $19.15 Unrealized +51.9%
CMP COMPASS MINERALS INTL INC 2.6%
Value ($000) $23,789 Shares 672,191 Est. Cost $62.42 Unrealized -23.6%
JBI JANUS INTERNATIONAL GROUP IN 2.6%
Value ($000) $23,720 Shares 2,626,815 Est. Cost $12.95 Unrealized -25.0%
GVA GRANITE CONSTR INC 2.5%
Value ($000) $23,009 Shares 789,605 Est. Cost $38.95 Unrealized -20.2%
APG API GROUP CORP 2.5%
Value ($000) $22,368 Shares 1,494,176 Est. Cost $11.37 Unrealized +3.8%
TRNO TERRENO RLTY CORP 2.5%
Value ($000) $22,251 Shares 399,260 Est. Cost $55.73 Unrealized
CALY CALLAWAY GOLF CO 2.3%
Value ($000) $20,734 Shares 1,016,377 Est. Cost $12.64 Unrealized +70.1%
HOSTESS BRANDS INC 2.2%
Value ($000) $20,276 Shares 955,953 Est. Cost $12.29 Unrealized
EVR EVERCORE INC 2.2%
Value ($000) $19,617 Shares 209,563 Est. Cost $54.53 Unrealized +82.6%
WKC WORLD FUEL SVCS CORP 2.0%
Value ($000) $17,768 Shares 868,430 Est. Cost $28.51 Unrealized -13.9%
HALO HALOZYME THERAPEUTICS INC 1.8%
Value ($000) $16,404 Shares 372,818 Est. Cost $38.01 Unrealized +13.8%
MP MP MATERIALS CORP 1.8%
Value ($000) $16,380 Shares 510,601 Est. Cost $41.84 Unrealized -3.5%
UPLD UPLAND SOFTWARE INC 1.8%
Value ($000) $16,064 Shares 1,106,308 Est. Cost $39.51 Unrealized -63.0%
DVN DEVON ENERGY CORP NEW 1.5%
Value ($000) $13,503 Shares 245,010 Est. Cost $22.52 Unrealized +142.5%
CADE CADENCE BANK 1.5%
Value ($000) $13,201 Shares 562,215 Est. Cost $22.58 Unrealized 0.0%
LPRO OPEN LENDING CORP 1.3%
Value ($000) $12,078 Shares 1,180,630 Est. Cost $19.19 Unrealized -30.2%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $11,337 Shares 114,820 Est. Cost $58.15 Unrealized +46.9%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $10,931 Shares 61,579 Est. Cost $85.36 Unrealized +87.4%
CSCO CISCO SYS INC 1.1%
Value ($000) $9,950 Shares 233,356 Est. Cost $45.84 Unrealized -6.6%
QUOTIENT TECHNOLOGY INC 1.1%
Value ($000) $9,674 Shares 3,257,093 Est. Cost $10.85 Unrealized
WCN WASTE CONNECTIONS INC 1.0%
Value ($000) $8,769 Shares 70,737 Est. Cost $102.40 Unrealized +23.6%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $8,541 Shares 168,287 Est. Cost $42.86 Unrealized -6.4%
CATALENT INC 0.9%
Value ($000) $8,306 Shares 77,421 Est. Cost $46.54 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.9%
Value ($000) $8,291 Shares 78,919 Est. Cost $116.35 Unrealized -1.3%
ORCL ORACLE CORP 0.9%
Value ($000) $8,162 Shares 116,821 Est. Cost $55.51 Unrealized +25.8%
AES AES CORP 0.8%
Value ($000) $7,609 Shares 362,148 Est. Cost $19.11 Unrealized -1.5%
PEP PEPSICO INC 0.8%
Value ($000) $6,828 Shares 40,972 Est. Cost $70.06 Unrealized +113.8%
INTC INTEL CORP 0.7%
Value ($000) $6,245 Shares 166,940 Est. Cost $28.15 Unrealized +44.3%
PLOW DOUGLAS DYNAMICS INC 0.6%
Value ($000) $5,014 Shares 174,444 Est. Cost $26.93 Unrealized +15.5%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,774 Shares 24,630 Est. Cost $113.02 Unrealized 0.0%
MS MORGAN STANLEY 0.3%
Value ($000) $2,479 Shares 32,595 Est. Cost $72.42 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,365 Shares 15,995 Est. Cost $90.45 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $789 Shares 15,800 Est. Cost $47.49 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $408 Shares 1,177 Est. Cost $198.41 Unrealized