BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Dec 22, 2022

Total Value ($000): $725,117 (100.0% shares, 0.0% debt)

Holdings (52)

HILLENBRAND INC 4.1%
Value ($000) $29,593 Shares 805,903 Est. Cost $28.24 Unrealized
ADTN ADTRAN HOLDINGS INC 3.7%
Value ($000) $27,020 Shares 1,379,962 Est. Cost $21.11 Unrealized 0.0%
AIR TRANSPORT SERVICES GRP I 3.6%
Value ($000) $26,131 Shares 1,084,730 Est. Cost $24.07 Unrealized
TRNO TERRENO RLTY CORP 3.4%
Value ($000) $24,301 Shares 458,591 Est. Cost $55.38 Unrealized
JRVR JAMES RIV GROUP LTD 3.1%
Value ($000) $22,704 Shares 995,335 Est. Cost $37.29 Unrealized -36.0%
WKC WORLD FUEL SVCS CORP 3.1%
Value ($000) $22,388 Shares 955,138 Est. Cost $28.17 Unrealized -12.0%
HOWARD HUGHES CORP 3.1%
Value ($000) $22,227 Shares 401,273 Est. Cost $67.17 Unrealized
WSC WILLSCOT MOBIL MINI HLDNG CO 3.1%
Value ($000) $22,220 Shares 550,957 Est. Cost $15.98 Unrealized +144.1%
SP PLUS CORP 2.9%
Value ($000) $21,355 Shares 681,839 Est. Cost $31.32 Unrealized
BV BRIGHTVIEW HLDGS INC 2.8%
Value ($000) $20,478 Shares 2,579,115 Est. Cost $13.10 Unrealized -18.4%
SSTK SHUTTERSTOCK INC 2.8%
Value ($000) $20,326 Shares 405,145 Est. Cost $43.33 Unrealized +32.5%
CALY TOPGOLF CALLAWAY BRANDS CORP 2.8%
Value ($000) $20,235 Shares 1,050,644 Est. Cost $12.95 Unrealized +70.7%
JANUS INTERNATIONAL GROUP IN 2.8%
Value ($000) $20,095 Shares 2,252,829 Est. Cost $8.92 Unrealized
VIPER ENERGY PARTNERS LP 2.7%
Value ($000) $19,668 Shares 686,268 Est. Cost $28.66 Unrealized
GVA GRANITE CONSTR INC 2.7%
Value ($000) $19,607 Shares 772,220 Est. Cost $38.95 Unrealized -24.3%
ECPG ENCORE CAP GROUP INC 2.7%
Value ($000) $19,272 Shares 423,738 Est. Cost $36.26 Unrealized +58.6%
GNTX GENTEX CORP 2.5%
Value ($000) $18,340 Shares 769,300 Est. Cost $19.15 Unrealized +43.3%
HALO HALOZYME THERAPEUTICS INC 2.5%
Value ($000) $18,014 Shares 455,583 Est. Cost $39.13 Unrealized +13.0%
COMPASS MINERALS INTL INC 2.5%
Value ($000) $17,820 Shares 462,502 Est. Cost $38.53 Unrealized
CADE CADENCE BANK 2.4%
Value ($000) $17,182 Shares 676,210 Est. Cost $22.61 Unrealized +0.6%
APG API GROUP CORP 2.4%
Value ($000) $17,070 Shares 1,286,385 Est. Cost $11.37 Unrealized -6.3%
APAM ARTISAN PARTNERS ASSET MGMT 2.3%
Value ($000) $16,551 Shares 614,596 Est. Cost $18.34 Unrealized +43.3%
STERICYCLE INC 2.1%
Value ($000) $15,183 Shares 360,552 Est. Cost $49.10 Unrealized
HOSTESS BRANDS INC 2.1%
Value ($000) $14,931 Shares 642,477 Est. Cost $12.29 Unrealized
EVR EVERCORE INC 2.1%
Value ($000) $14,924 Shares 181,451 Est. Cost $54.53 Unrealized +63.2%
HCI HCI GROUP INC 2.0%
Value ($000) $14,777 Shares 376,977 Est. Cost $67.95 Unrealized -15.6%
MP MP MATERIALS CORP 2.0%
Value ($000) $14,707 Shares 538,736 Est. Cost $41.36 Unrealized -21.0%
SPIRIT RLTY CAP INC NEW 1.7%
Value ($000) $12,384 Shares 342,480 Est. Cost $36.16 Unrealized
EHC ENCOMPASS HEALTH CORP 1.7%
Value ($000) $12,148 Shares 268,590 Est. Cost $48.58 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 1.6%
Value ($000) $11,644 Shares 193,639 Est. Cost $22.52 Unrealized +135.1%
TCBI TEXAS CAP BANCSHARES INC 1.5%
Value ($000) $11,090 Shares 187,875 Est. Cost $59.23 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $9,984 Shares 61,118 Est. Cost $85.36 Unrealized +79.1%
KN KNOWLES CORP 1.4%
Value ($000) $9,963 Shares 818,656 Est. Cost $19.03 Unrealized -15.8%
WCN WASTE CONNECTIONS INC 1.3%
Value ($000) $9,413 Shares 69,660 Est. Cost $102.40 Unrealized +30.3%
AES AES CORP 1.2%
Value ($000) $8,858 Shares 391,956 Est. Cost $19.22 Unrealized +7.2%
CISCO SYS INC 1.2%
Value ($000) $8,752 Shares 218,805 Est. Cost $40.00 Unrealized
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $8,752 Shares 105,428 Est. Cost $58.15 Unrealized +39.2%
ZBH ZIMMER BIOMET HOLDINGS INC 1.2%
Value ($000) $8,375 Shares 80,103 Est. Cost $116.20 Unrealized -8.4%
CHRD CHORD ENERGY CORPORATION 1.1%
Value ($000) $8,324 Shares 60,860 Est. Cost $102.32 Unrealized 0.0%
LPRO OPEN LENDING CORP 1.1%
Value ($000) $8,206 Shares 1,020,604 Est. Cost $19.19 Unrealized -47.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $7,969 Shares 29,843 Est. Cost $284.56 Unrealized 0.0%
RPRX ROYALTY PHARMA PLC 1.0%
Value ($000) $7,257 Shares 180,623 Est. Cost $42.71 Unrealized 0.0%
ORACLE CORP 0.9%
Value ($000) $6,879 Shares 112,637 Est. Cost $61.07 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $6,777 Shares 64,851 Est. Cost $108.43 Unrealized -2.6%
VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $6,396 Shares 168,458 Est. Cost $37.97 Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $6,026 Shares 36,913 Est. Cost $70.06 Unrealized +120.4%
MS MORGAN STANLEY 0.8%
Value ($000) $5,704 Shares 72,194 Est. Cost $73.97 Unrealized +1.7%
CATALENT INC 0.8%
Value ($000) $5,565 Shares 76,905 Est. Cost $46.54 Unrealized
UPLD UPLAND SOFTWARE INC 0.6%
Value ($000) $4,650 Shares 571,966 Est. Cost $39.51 Unrealized -72.0%
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,924 Shares 24,395 Est. Cost $86.46 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $703 Shares 2,141 Est. Cost $256.92 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $255 Shares 5,750 Est. Cost $47.49 Unrealized