BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 27, 2023

Total Value ($000): $463,161 (100.0% shares, 0.0% debt)

Holdings (50)

APG API GROUP CORP 4.0%
Value ($000) $18,565 Shares 681,048 Est. Cost $11.37 Unrealized +36.1%
HOWARD HUGHES CORP 3.6%
Value ($000) $16,837 Shares 213,343 Est. Cost $67.17 Unrealized
HCI HCI GROUP INC 3.6%
Value ($000) $16,796 Shares 271,876 Est. Cost $66.24 Unrealized -17.1%
GVA GRANITE CONSTR INC 3.4%
Value ($000) $15,921 Shares 400,228 Est. Cost $38.95 Unrealized -1.8%
HILLENBRAND INC 3.3%
Value ($000) $15,282 Shares 298,006 Est. Cost $28.24 Unrealized
TRNO TERRENO RLTY CORP 3.2%
Value ($000) $14,722 Shares 244,964 Est. Cost $55.38 Unrealized
EHC ENCOMPASS HEALTH CORP 3.1%
Value ($000) $14,333 Shares 211,683 Est. Cost $49.99 Unrealized +22.9%
SP PLUS CORP 3.0%
Value ($000) $13,878 Shares 354,834 Est. Cost $34.72 Unrealized
HLMN HILLMAN SOLUTIONS CORP 2.9%
Value ($000) $13,315 Shares 1,477,829 Est. Cost $8.67 Unrealized -3.9%
GNTX GENTEX CORP 2.8%
Value ($000) $13,083 Shares 447,136 Est. Cost $19.74 Unrealized +39.6%
CALY TOPGOLF CALLAWAY BRANDS CORP 2.8%
Value ($000) $13,078 Shares 658,836 Est. Cost $13.94 Unrealized +43.5%
APAM ARTISAN PARTNERS ASSET MGMT 2.7%
Value ($000) $12,732 Shares 323,876 Est. Cost $18.34 Unrealized +49.1%
JBI JANUS INTERNATIONAL GROUP IN 2.7%
Value ($000) $12,295 Shares 1,153,362 Est. Cost $9.65 Unrealized -3.0%
EVR EVERCORE INC 2.6%
Value ($000) $11,971 Shares 96,864 Est. Cost $54.53 Unrealized +102.4%
ECPG ENCORE CAP GROUP INC 2.5%
Value ($000) $11,621 Shares 239,027 Est. Cost $36.84 Unrealized +32.1%
GDEN GOLDEN ENTMT INC 2.4%
Value ($000) $11,251 Shares 269,155 Est. Cost $37.20 Unrealized 0.0%
PTEN PATTERSON-UTI ENERGY INC 2.4%
Value ($000) $11,138 Shares 930,517 Est. Cost $14.13 Unrealized -20.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value ($000) $11,050 Shares 32,404 Est. Cost $287.94 Unrealized +13.3%
MP MP MATERIALS CORP 2.4%
Value ($000) $10,994 Shares 480,515 Est. Cost $35.59 Unrealized -35.6%
HALO HALOZYME THERAPEUTICS INC 2.4%
Value ($000) $10,966 Shares 304,009 Est. Cost $39.13 Unrealized -12.8%
MR COOPER GROUP INC 2.3%
Value ($000) $10,443 Shares 206,220 Est. Cost $50.64 Unrealized
JRVR JAMES RIV GROUP LTD 2.0%
Value ($000) $9,434 Shares 516,633 Est. Cost $37.29 Unrealized -46.6%
CHRD CHORD ENERGY CORPORATION 2.0%
Value ($000) $9,223 Shares 59,970 Est. Cost $109.32 Unrealized +13.9%
WKC WORLD KINECT CORPORATION 2.0%
Value ($000) $9,156 Shares 442,737 Est. Cost $28.17 Unrealized -15.5%
HOSTESS BRANDS INC 1.9%
Value ($000) $8,775 Shares 346,582 Est. Cost $12.29 Unrealized
VIPER ENERGY PARTNERS LP 1.8%
Value ($000) $8,463 Shares 315,447 Est. Cost $31.79 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $8,029 Shares 48,507 Est. Cost $87.00 Unrealized +71.1%
PM PHILIP MORRIS INTL INC 1.7%
Value ($000) $7,965 Shares 81,594 Est. Cost $58.15 Unrealized +45.3%
WCN WASTE CONNECTIONS INC 1.7%
Value ($000) $7,834 Shares 54,810 Est. Cost $102.40 Unrealized +34.0%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $7,716 Shares 53,054 Est. Cost $108.87 Unrealized +19.1%
SPIRIT RLTY CAP INC NEW 1.7%
Value ($000) $7,701 Shares 195,551 Est. Cost $36.82 Unrealized
TCBI TEXAS CAP BANCSHARES INC 1.6%
Value ($000) $7,499 Shares 145,621 Est. Cost $59.16 Unrealized -15.7%
ZBH ZIMMER BIOMET HOLDINGS INC 1.6%
Value ($000) $7,436 Shares 51,075 Est. Cost $117.55 Unrealized +12.9%
DVN DEVON ENERGY CORP NEW 1.6%
Value ($000) $7,424 Shares 153,570 Est. Cost $22.52 Unrealized +101.8%
ORCL ORACLE CORP 1.6%
Value ($000) $7,327 Shares 61,521 Est. Cost $73.20 Unrealized +37.2%
PLXS PLEXUS CORP 1.5%
Value ($000) $6,839 Shares 69,619 Est. Cost $91.63 Unrealized 0.0%
CADE CADENCE BANK 1.5%
Value ($000) $6,761 Shares 344,270 Est. Cost $22.71 Unrealized -20.8%
AES AES CORP 1.5%
Value ($000) $6,760 Shares 326,112 Est. Cost $19.35 Unrealized +0.8%
LPRO OPEN LENDING CORP 1.5%
Value ($000) $6,733 Shares 640,647 Est. Cost $17.13 Unrealized -48.4%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $6,470 Shares 24,505 Est. Cost $232.23 Unrealized +4.2%
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $6,048 Shares 31,185 Est. Cost $178.08 Unrealized 0.0%
PEP PEPSICO INC 1.2%
Value ($000) $5,478 Shares 29,573 Est. Cost $70.06 Unrealized +143.4%
APA APA CORPORATION 1.1%
Value ($000) $5,269 Shares 154,198 Est. Cost $36.71 Unrealized -13.9%
MS MORGAN STANLEY 1.1%
Value ($000) $5,171 Shares 60,545 Est. Cost $74.11 Unrealized +5.8%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.1%
Value ($000) $4,890 Shares 102,319 Est. Cost $15.98 Unrealized +179.9%
ENOV ENOVIS CORPORATION 0.9%
Value ($000) $4,088 Shares 63,760 Est. Cost $56.94 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2,342 Shares 24,147 Est. Cost $86.46 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,121 Shares 2,753 Est. Cost $339.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $642 Shares 17,275 Est. Cost $30.76 Unrealized +1.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $294 Shares 5,685 Est. Cost $41.47 Unrealized +9.8%