BERNZOTT CAPITAL ADVISORS Long-Term Concentrated

CIK: 0001260468 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 23, 2023

Total Value ($000): $290,376 (100.0% shares, 0.0% debt)

Holdings (46)

HHH HOWARD HUGHES HOLDINGS INC 3.4%
Value ($000) $9,981 Shares 134,641 Est. Cost $75.45 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.4%
Value ($000) $9,775 Shares 27,905 Est. Cost $287.94 Unrealized +23.2%
GVA GRANITE CONSTR INC 3.2%
Value ($000) $9,241 Shares 243,065 Est. Cost $38.95 Unrealized +4.3%
GNTX GENTEX CORP 3.1%
Value ($000) $8,979 Shares 275,952 Est. Cost $19.74 Unrealized +62.4%
TRNO TERRENO RLTY CORP 3.0%
Value ($000) $8,761 Shares 154,235 Est. Cost $55.38 Unrealized
EHC ENCOMPASS HEALTH CORP 3.0%
Value ($000) $8,641 Shares 128,663 Est. Cost $49.99 Unrealized +35.1%
EVR EVERCORE INC 2.9%
Value ($000) $8,456 Shares 61,325 Est. Cost $54.53 Unrealized +140.4%
MZTI LANCASTER COLONY CORP 2.9%
Value ($000) $8,306 Shares 50,330 Est. Cost $179.93 Unrealized 0.0%
PTEN PATTERSON-UTI ENERGY INC 2.8%
Value ($000) $8,200 Shares 592,515 Est. Cost $14.13 Unrealized +3.5%
HILLENBRAND INC 2.8%
Value ($000) $8,036 Shares 189,923 Est. Cost $28.24 Unrealized
VIPER ENERGY PARTNERS LP 2.7%
Value ($000) $7,908 Shares 283,638 Est. Cost $31.79 Unrealized
SP PLUS CORP 2.7%
Value ($000) $7,860 Shares 217,730 Est. Cost $34.72 Unrealized
HLMN HILLMAN SOLUTIONS CORP 2.6%
Value ($000) $7,543 Shares 914,352 Est. Cost $8.67 Unrealized +4.8%
JBI JANUS INTERNATIONAL GROUP IN 2.5%
Value ($000) $7,355 Shares 687,340 Est. Cost $9.65 Unrealized +14.2%
GDEN GOLDEN ENTMT INC 2.5%
Value ($000) $7,286 Shares 213,179 Est. Cost $37.20 Unrealized -5.9%
APG API GROUP CORP 2.5%
Value ($000) $7,262 Shares 280,045 Est. Cost $11.37 Unrealized +61.5%
NFG NATIONAL FUEL GAS CO 2.5%
Value ($000) $7,255 Shares 139,768 Est. Cost $52.65 Unrealized 0.0%
MR COOPER GROUP INC 2.4%
Value ($000) $6,934 Shares 129,464 Est. Cost $50.64 Unrealized
ECPG ENCORE CAP GROUP INC 2.4%
Value ($000) $6,880 Shares 144,044 Est. Cost $36.84 Unrealized +33.2%
MP MP MATERIALS CORP 2.4%
Value ($000) $6,859 Shares 359,098 Est. Cost $35.59 Unrealized -37.7%
SLGN SILGAN HLDGS INC 2.3%
Value ($000) $6,795 Shares 157,626 Est. Cost $44.87 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 2.3%
Value ($000) $6,718 Shares 72,560 Est. Cost $58.15 Unrealized +48.2%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $6,627 Shares 45,697 Est. Cost $108.87 Unrealized +30.7%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $6,584 Shares 42,275 Est. Cost $87.00 Unrealized +76.2%
HALO HALOZYME THERAPEUTICS INC 2.3%
Value ($000) $6,563 Shares 171,808 Est. Cost $39.13 Unrealized +4.7%
WCN WASTE CONNECTIONS INC 2.2%
Value ($000) $6,389 Shares 47,573 Est. Cost $102.40 Unrealized +34.6%
DVN DEVON ENERGY CORP NEW 2.2%
Value ($000) $6,374 Shares 133,623 Est. Cost $22.52 Unrealized +104.9%
APAM ARTISAN PARTNERS ASSET MGMT 1.9%
Value ($000) $5,609 Shares 149,895 Est. Cost $18.34 Unrealized +70.1%
HCI HCI GROUP INC 1.9%
Value ($000) $5,503 Shares 101,355 Est. Cost $66.24 Unrealized -14.2%
APA APA CORPORATION 1.9%
Value ($000) $5,459 Shares 132,832 Est. Cost $36.71 Unrealized +2.2%
BDX BECTON DICKINSON & CO 1.9%
Value ($000) $5,415 Shares 20,947 Est. Cost $232.23 Unrealized +11.2%
ORCL ORACLE CORP 1.9%
Value ($000) $5,392 Shares 50,903 Est. Cost $73.20 Unrealized +54.1%
ZBH ZIMMER BIOMET HOLDINGS INC 1.7%
Value ($000) $5,000 Shares 44,558 Est. Cost $117.55 Unrealized +5.6%
CHRD CHORD ENERGY CORPORATION 1.7%
Value ($000) $4,921 Shares 30,365 Est. Cost $109.32 Unrealized +25.1%
JRVR JAMES RIV GROUP LTD 1.7%
Value ($000) $4,894 Shares 318,835 Est. Cost $37.29 Unrealized -56.3%
AMT AMERICAN TOWER CORP NEW 1.6%
Value ($000) $4,648 Shares 28,264 Est. Cost $178.08 Unrealized -5.9%
PEP PEPSICO INC 1.6%
Value ($000) $4,595 Shares 27,116 Est. Cost $70.06 Unrealized +138.6%
AROC ARCHROCK INC 1.5%
Value ($000) $4,452 Shares 353,350 Est. Cost $10.95 Unrealized 0.0%
MS MORGAN STANLEY 1.5%
Value ($000) $4,327 Shares 52,979 Est. Cost $74.11 Unrealized +8.3%
BXSL BLACKSTONE SECD LENDING FD 1.4%
Value ($000) $4,118 Shares 150,499 Est. Cost $21.35 Unrealized 0.0%
PLXS PLEXUS CORP 1.4%
Value ($000) $3,969 Shares 42,689 Est. Cost $91.63 Unrealized +5.7%
SPIRIT RLTY CAP INC NEW 1.3%
Value ($000) $3,892 Shares 116,085 Est. Cost $36.82 Unrealized
ENOV ENOVIS CORPORATION 1.3%
Value ($000) $3,844 Shares 72,905 Est. Cost $57.11 Unrealized +2.1%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.2%
Value ($000) $3,410 Shares 81,985 Est. Cost $15.98 Unrealized +175.4%
VT VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,292 Shares 24,597 Est. Cost $86.59 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $1,068 Shares 2,719 Est. Cost $339.44 Unrealized