BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

Location: Camarillo, CA

CIK: 0001260468 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 27, 2023

Total Value: $463M (100.0% shares, 0.0% debt)

Holdings (50)

APG API GROUP CORP 4.0%
Value $18.57M Shares 681,048 Est. Cost $11.37 Unrealized +36.1%
HOWARD HUGHES CORP 3.6%
Value $16.84M Shares 213,343 Est. Cost $67.17 Unrealized
HCI HCI GROUP INC 3.6%
Value $16.8M Shares 271,876 Est. Cost $66.24 Unrealized -17.1%
GVA GRANITE CONSTR INC 3.4%
Value $15.92M Shares 400,228 Est. Cost $38.95 Unrealized -1.8%
HILLENBRAND INC 3.3%
Value $15.28M Shares 298,006 Est. Cost $28.24 Unrealized
TRNO TERRENO RLTY CORP 3.2%
Value $14.72M Shares 244,964 Est. Cost $55.38 Unrealized
EHC ENCOMPASS HEALTH CORP 3.1%
Value $14.33M Shares 211,683 Est. Cost $49.99 Unrealized +22.9%
SP PLUS CORP 3.0%
Value $13.88M Shares 354,834 Est. Cost $34.72 Unrealized
HLMN HILLMAN SOLUTIONS CORP 2.9%
Value $13.32M Shares 1,477,829 Est. Cost $8.67 Unrealized -3.9%
GNTX GENTEX CORP 2.8%
Value $13.08M Shares 447,136 Est. Cost $19.74 Unrealized +39.6%
CALY TOPGOLF CALLAWAY BRANDS CORP 2.8%
Value $13.08M Shares 658,836 Est. Cost $13.94 Unrealized +43.5%
APAM ARTISAN PARTNERS ASSET MGMT 2.7%
Value $12.73M Shares 323,876 Est. Cost $18.34 Unrealized +49.1%
JBI JANUS INTERNATIONAL GROUP IN 2.7%
Value $12.29M Shares 1,153,362 Est. Cost $9.65 Unrealized -3.0%
EVR EVERCORE INC 2.6%
Value $11.97M Shares 96,864 Est. Cost $54.53 Unrealized +102.4%
ECPG ENCORE CAP GROUP INC 2.5%
Value $11.62M Shares 239,027 Est. Cost $36.84 Unrealized +32.1%
GDEN GOLDEN ENTMT INC 2.4%
Value $11.25M Shares 269,155 Est. Cost $37.20 Unrealized 0.0%
PTEN PATTERSON-UTI ENERGY INC 2.4%
Value $11.14M Shares 930,517 Est. Cost $14.13 Unrealized -20.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value $11.05M Shares 32,404 Est. Cost $287.94 Unrealized +13.3%
MP MP MATERIALS CORP 2.4%
Value $10.99M Shares 480,515 Est. Cost $35.59 Unrealized -35.6%
HALO HALOZYME THERAPEUTICS INC 2.4%
Value $10.97M Shares 304,009 Est. Cost $39.13 Unrealized -12.8%
MR COOPER GROUP INC 2.3%
Value $10.44M Shares 206,220 Est. Cost $50.64 Unrealized
JRVR JAMES RIV GROUP LTD 2.0%
Value $9.434M Shares 516,633 Est. Cost $37.29 Unrealized -46.6%
CHRD CHORD ENERGY CORPORATION 2.0%
Value $9.223M Shares 59,970 Est. Cost $109.32 Unrealized +13.9%
WKC WORLD KINECT CORPORATION 2.0%
Value $9.156M Shares 442,737 Est. Cost $28.17 Unrealized -15.5%
HOSTESS BRANDS INC 1.9%
Value $8.775M Shares 346,582 Est. Cost $12.29 Unrealized
VIPER ENERGY PARTNERS LP 1.8%
Value $8.463M Shares 315,447 Est. Cost $31.79 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value $8.029M Shares 48,507 Est. Cost $87.00 Unrealized +71.1%
PM PHILIP MORRIS INTL INC 1.7%
Value $7.965M Shares 81,594 Est. Cost $58.15 Unrealized +45.3%
WCN WASTE CONNECTIONS INC 1.7%
Value $7.834M Shares 54,810 Est. Cost $102.40 Unrealized +34.0%
JPM JPMORGAN CHASE & CO 1.7%
Value $7.716M Shares 53,054 Est. Cost $108.87 Unrealized +19.1%
SPIRIT RLTY CAP INC NEW 1.7%
Value $7.701M Shares 195,551 Est. Cost $36.82 Unrealized
TCBI TEXAS CAP BANCSHARES INC 1.6%
Value $7.499M Shares 145,621 Est. Cost $59.16 Unrealized -15.7%
ZBH ZIMMER BIOMET HOLDINGS INC 1.6%
Value $7.436M Shares 51,075 Est. Cost $117.55 Unrealized +12.9%
DVN DEVON ENERGY CORP NEW 1.6%
Value $7.424M Shares 153,570 Est. Cost $22.52 Unrealized +101.8%
ORCL ORACLE CORP 1.6%
Value $7.327M Shares 61,521 Est. Cost $73.20 Unrealized +37.2%
PLXS PLEXUS CORP 1.5%
Value $6.839M Shares 69,619 Est. Cost $91.63 Unrealized 0.0%
CADE CADENCE BANK 1.5%
Value $6.761M Shares 344,270 Est. Cost $22.71 Unrealized -20.8%
AES AES CORP 1.5%
Value $6.76M Shares 326,112 Est. Cost $19.35 Unrealized +0.8%
LPRO OPEN LENDING CORP 1.5%
Value $6.733M Shares 640,647 Est. Cost $17.13 Unrealized -48.4%
BDX BECTON DICKINSON & CO 1.4%
Value $6.47M Shares 24,505 Est. Cost $232.23 Unrealized +4.2%
AMT AMERICAN TOWER CORP NEW 1.3%
Value $6.048M Shares 31,185 Est. Cost $178.08 Unrealized 0.0%
PEP PEPSICO INC 1.2%
Value $5.478M Shares 29,573 Est. Cost $70.06 Unrealized +143.4%
APA APA CORPORATION 1.1%
Value $5.269M Shares 154,198 Est. Cost $36.71 Unrealized -13.9%
MS MORGAN STANLEY 1.1%
Value $5.171M Shares 60,545 Est. Cost $74.11 Unrealized +5.8%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.1%
Value $4.89M Shares 102,319 Est. Cost $15.98 Unrealized +179.9%
ENOV ENOVIS CORPORATION 0.9%
Value $4.088M Shares 63,760 Est. Cost $56.94 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.5%
Value $2.342M Shares 24,147 Est. Cost $86.46 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $1.121M Shares 2,753 Est. Cost $339.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $642K Shares 17,275 Est. Cost $30.76 Unrealized +1.4%
CSCO CISCO SYS INC 0.1%
Value $294K Shares 5,685 Est. Cost $41.47 Unrealized +9.8%