BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 18, 2023

Total Value ($000): $773,399 (100.0% shares, 0.0% debt)

Holdings (50)

HOWARD HUGHES CORP 3.8%
Value ($000) $29,685 Shares 388,439 Est. Cost $67.17 Unrealized
AIR TRANSPORT SERVICES GRP I 3.6%
Value ($000) $27,582 Shares 1,061,647 Est. Cost $24.07 Unrealized
GVA GRANITE CONSTR INC 3.4%
Value ($000) $26,349 Shares 751,312 Est. Cost $38.95 Unrealized -16.0%
TRNO TERRENO RLTY CORP 3.3%
Value ($000) $25,580 Shares 449,797 Est. Cost $55.38 Unrealized
WKC WORLD FUEL SVCS CORP 3.3%
Value ($000) $25,560 Shares 935,223 Est. Cost $28.17 Unrealized -4.7%
ADTN ADTRAN HOLDINGS INC 3.3%
Value ($000) $25,321 Shares 1,347,590 Est. Cost $21.11 Unrealized -7.6%
HALO HALOZYME THERAPEUTICS INC 3.3%
Value ($000) $25,305 Shares 444,728 Est. Cost $39.13 Unrealized +30.8%
APG API GROUP CORP 3.1%
Value ($000) $23,685 Shares 1,259,185 Est. Cost $11.37 Unrealized +1.6%
EHC ENCOMPASS HEALTH CORP 3.0%
Value ($000) $23,570 Shares 394,077 Est. Cost $49.99 Unrealized +6.0%
SP PLUS CORP 3.0%
Value ($000) $23,290 Shares 670,794 Est. Cost $34.72 Unrealized
HILLENBRAND INC 3.0%
Value ($000) $23,117 Shares 541,768 Est. Cost $28.24 Unrealized
GNTX GENTEX CORP 2.9%
Value ($000) $22,752 Shares 834,313 Est. Cost $19.74 Unrealized +35.2%
ECPG ENCORE CAP GROUP INC 2.8%
Value ($000) $21,341 Shares 445,153 Est. Cost $36.84 Unrealized +30.9%
VIPER ENERGY PARTNERS LP 2.8%
Value ($000) $21,287 Shares 669,620 Est. Cost $31.79 Unrealized
JBI JANUS INTERNATIONAL GROUP IN 2.7%
Value ($000) $20,933 Shares 2,198,886 Est. Cost $9.65 Unrealized 0.0%
CALY TOPGOLF CALLAWAY BRANDS CORP 2.6%
Value ($000) $20,368 Shares 1,031,316 Est. Cost $12.95 Unrealized +52.1%
JRVR JAMES RIV GROUP LTD 2.6%
Value ($000) $20,109 Shares 961,704 Est. Cost $37.29 Unrealized -38.5%
EVR EVERCORE INC 2.5%
Value ($000) $19,181 Shares 175,847 Est. Cost $54.53 Unrealized +81.4%
STERICYCLE INC 2.5%
Value ($000) $19,043 Shares 381,703 Est. Cost $49.14 Unrealized
WSC WILLSCOT MOBIL MINI HLDNG CO 2.4%
Value ($000) $18,802 Shares 416,245 Est. Cost $15.98 Unrealized +180.7%
TCBI TEXAS CAP BANCSHARES INC 2.4%
Value ($000) $18,350 Shares 304,265 Est. Cost $59.16 Unrealized -0.2%
CMP COMPASS MINERALS INTL INC 2.3%
Value ($000) $18,170 Shares 443,160 Est. Cost $40.16 Unrealized 0.0%
CADE CADENCE BANK 2.3%
Value ($000) $18,031 Shares 731,200 Est. Cost $22.71 Unrealized +5.5%
APAM ARTISAN PARTNERS ASSET MGMT 2.3%
Value ($000) $17,567 Shares 591,495 Est. Cost $18.34 Unrealized +27.4%
SPIRIT RLTY CAP INC NEW 2.1%
Value ($000) $16,577 Shares 415,155 Est. Cost $36.82 Unrealized
MP MP MATERIALS CORP 2.1%
Value ($000) $16,563 Shares 682,177 Est. Cost $39.03 Unrealized -22.4%
HCI HCI GROUP INC 2.0%
Value ($000) $15,792 Shares 398,889 Est. Cost $66.24 Unrealized -44.4%
CHRD CHORD ENERGY CORPORATION 1.9%
Value ($000) $14,456 Shares 105,665 Est. Cost $109.32 Unrealized +8.7%
HOSTESS BRANDS INC 1.8%
Value ($000) $14,122 Shares 629,340 Est. Cost $12.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $12,664 Shares 40,997 Est. Cost $287.94 Unrealized +3.1%
AES AES CORP 1.5%
Value ($000) $11,614 Shares 403,831 Est. Cost $19.35 Unrealized +21.8%
DVN DEVON ENERGY CORP NEW 1.5%
Value ($000) $11,604 Shares 188,656 Est. Cost $22.52 Unrealized +163.6%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $11,050 Shares 62,551 Est. Cost $87.00 Unrealized +80.5%
PM PHILIP MORRIS INTL INC 1.4%
Value ($000) $10,508 Shares 103,819 Est. Cost $58.15 Unrealized +39.8%
CSCO CISCO SYS INC 1.3%
Value ($000) $10,345 Shares 217,140 Est. Cost $41.47 Unrealized 0.0%
BV BRIGHTVIEW HLDGS INC 1.2%
Value ($000) $9,498 Shares 1,378,454 Est. Cost $13.10 Unrealized -41.1%
WCN WASTE CONNECTIONS INC 1.2%
Value ($000) $9,211 Shares 69,487 Est. Cost $102.40 Unrealized +30.2%
ORCL ORACLE CORP 1.2%
Value ($000) $9,154 Shares 111,993 Est. Cost $73.20 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $9,126 Shares 68,054 Est. Cost $108.87 Unrealized +8.1%
LPRO OPEN LENDING CORP 1.1%
Value ($000) $8,296 Shares 1,228,987 Est. Cost $17.13 Unrealized -58.9%
RPRX ROYALTY PHARMA PLC 0.9%
Value ($000) $6,930 Shares 175,365 Est. Cost $42.71 Unrealized -2.3%
PEP PEPSICO INC 0.8%
Value ($000) $6,526 Shares 36,124 Est. Cost $70.06 Unrealized +129.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.8%
Value ($000) $6,487 Shares 50,878 Est. Cost $116.20 Unrealized -2.9%
MS MORGAN STANLEY 0.8%
Value ($000) $6,447 Shares 75,833 Est. Cost $74.11 Unrealized +3.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $5,537 Shares 140,534 Est. Cost $30.76 Unrealized 0.0%
APA APA CORPORATION 0.7%
Value ($000) $5,159 Shares 110,524 Est. Cost $40.05 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $4,394 Shares 12,505 Est. Cost $335.17 Unrealized
CATALENT INC 0.5%
Value ($000) $3,986 Shares 88,560 Est. Cost $46.34 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,086 Shares 24,204 Est. Cost $86.46 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $288 Shares 5,750 Est. Cost $47.49 Unrealized