BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 27, 2023

Total Value ($000): $483,912 (100.0% shares, 0.0% debt)

Holdings (51)

HOWARD HUGHES CORP 3.7%
Value ($000) $18,108 Shares 226,346 Est. Cost $67.17 Unrealized
GVA GRANITE CONSTR INC 3.6%
Value ($000) $17,452 Shares 424,825 Est. Cost $38.95 Unrealized +4.5%
TRNO TERRENO RLTY CORP 3.5%
Value ($000) $16,751 Shares 259,297 Est. Cost $55.38 Unrealized
APG API GROUP CORP 3.4%
Value ($000) $16,260 Shares 723,308 Est. Cost $11.37 Unrealized +26.3%
HCI HCI GROUP INC 3.2%
Value ($000) $15,484 Shares 288,873 Est. Cost $66.24 Unrealized -24.1%
HILLENBRAND INC 3.1%
Value ($000) $15,000 Shares 315,583 Est. Cost $28.24 Unrealized
EHC ENCOMPASS HEALTH CORP 3.1%
Value ($000) $14,807 Shares 273,702 Est. Cost $49.99 Unrealized +13.8%
WKC WORLD FUEL SVCS CORP 2.7%
Value ($000) $13,306 Shares 520,799 Est. Cost $28.17 Unrealized -3.4%
GNTX GENTEX CORP 2.7%
Value ($000) $13,282 Shares 473,847 Est. Cost $19.74 Unrealized +42.7%
SP PLUS CORP 2.7%
Value ($000) $12,929 Shares 377,060 Est. Cost $34.72 Unrealized
ECPG ENCORE CAP GROUP INC 2.6%
Value ($000) $12,782 Shares 253,353 Est. Cost $36.84 Unrealized +41.9%
AIR TRANSPORT SERVICES GRP I 2.5%
Value ($000) $12,332 Shares 592,050 Est. Cost $24.07 Unrealized
HALO HALOZYME THERAPEUTICS INC 2.5%
Value ($000) $12,275 Shares 321,415 Est. Cost $39.13 Unrealized +19.9%
CALY TOPGOLF CALLAWAY BRANDS CORP 2.5%
Value ($000) $12,241 Shares 566,179 Est. Cost $12.95 Unrealized +75.1%
JBI JANUS INTERNATIONAL GROUP IN 2.5%
Value ($000) $12,079 Shares 1,225,039 Est. Cost $9.65 Unrealized +7.9%
ADTN ADTRAN HOLDINGS INC 2.5%
Value ($000) $12,026 Shares 758,283 Est. Cost $21.11 Unrealized -19.8%
EVR EVERCORE INC 2.5%
Value ($000) $11,858 Shares 102,770 Est. Cost $54.53 Unrealized +117.3%
HLMN HILLMAN SOLUTIONS CORP 2.4%
Value ($000) $11,437 Shares 1,358,276 Est. Cost $8.70 Unrealized 0.0%
JRVR JAMES RIV GROUP LTD 2.3%
Value ($000) $11,348 Shares 549,531 Est. Cost $37.29 Unrealized -40.9%
APAM ARTISAN PARTNERS ASSET MGMT 2.3%
Value ($000) $11,080 Shares 346,472 Est. Cost $18.34 Unrealized +42.0%
MP MP MATERIALS CORP 2.2%
Value ($000) $10,647 Shares 377,690 Est. Cost $39.03 Unrealized -22.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $10,261 Shares 33,233 Est. Cost $287.94 Unrealized +7.0%
VIPER ENERGY PARTNERS LP 1.9%
Value ($000) $9,403 Shares 335,807 Est. Cost $31.79 Unrealized
PTEN PATTERSON-UTI ENERGY INC 1.9%
Value ($000) $9,331 Shares 797,510 Est. Cost $14.60 Unrealized 0.0%
HOSTESS BRANDS INC 1.9%
Value ($000) $9,103 Shares 365,889 Est. Cost $12.29 Unrealized
CSCO CISCO SYS INC 1.9%
Value ($000) $9,060 Shares 173,316 Est. Cost $41.47 Unrealized +8.2%
CMP COMPASS MINERALS INTL INC 1.8%
Value ($000) $8,897 Shares 259,450 Est. Cost $40.16 Unrealized -2.9%
CHRD CHORD ENERGY CORPORATION 1.7%
Value ($000) $8,327 Shares 61,865 Est. Cost $109.32 Unrealized +2.9%
SPIRIT RLTY CAP INC NEW 1.7%
Value ($000) $8,294 Shares 208,181 Est. Cost $36.82 Unrealized
ORCL ORACLE CORP 1.7%
Value ($000) $8,119 Shares 87,373 Est. Cost $73.20 Unrealized +15.8%
PM PHILIP MORRIS INTL INC 1.7%
Value ($000) $8,075 Shares 83,030 Est. Cost $58.15 Unrealized +49.5%
AES AES CORP 1.7%
Value ($000) $7,992 Shares 331,902 Est. Cost $19.35 Unrealized +15.6%
DVN DEVON ENERGY CORP NEW 1.6%
Value ($000) $7,912 Shares 156,338 Est. Cost $22.52 Unrealized +124.6%
WCN WASTE CONNECTIONS INC 1.6%
Value ($000) $7,821 Shares 56,235 Est. Cost $102.40 Unrealized +27.6%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $7,730 Shares 49,872 Est. Cost $87.00 Unrealized +70.0%
CADE CADENCE BANK 1.6%
Value ($000) $7,615 Shares 366,817 Est. Cost $22.71 Unrealized -1.3%
TRAVELCENTERS OF AMERICA INC 1.6%
Value ($000) $7,584 Shares 87,679 Est. Cost $86.50 Unrealized
TCBI TEXAS CAP BANCSHARES INC 1.6%
Value ($000) $7,523 Shares 153,653 Est. Cost $59.16 Unrealized +3.8%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $7,099 Shares 54,477 Est. Cost $108.87 Unrealized +17.7%
BDX BECTON DICKINSON & CO 1.3%
Value ($000) $6,221 Shares 25,130 Est. Cost $232.23 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 1.3%
Value ($000) $6,059 Shares 46,893 Est. Cost $116.20 Unrealized +5.3%
PEP PEPSICO INC 1.1%
Value ($000) $5,504 Shares 30,194 Est. Cost $70.06 Unrealized +126.5%
MS MORGAN STANLEY 1.1%
Value ($000) $5,419 Shares 61,724 Est. Cost $74.11 Unrealized +14.4%
CATALENT INC 1.1%
Value ($000) $5,329 Shares 81,099 Est. Cost $46.34 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $5,144 Shares 132,258 Est. Cost $30.76 Unrealized +6.3%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.0%
Value ($000) $5,038 Shares 107,469 Est. Cost $15.98 Unrealized +201.2%
LPRO OPEN LENDING CORP 1.0%
Value ($000) $4,800 Shares 681,769 Est. Cost $17.13 Unrealized -54.6%
APA APA CORPORATION 0.7%
Value ($000) $3,359 Shares 93,142 Est. Cost $40.05 Unrealized -9.8%
VT VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2,237 Shares 24,292 Est. Cost $86.46 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $974 Shares 2,590 Est. Cost $335.17 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $201 Shares 3,750 Est. Cost $47.49 Unrealized