Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$252.62M
Total Bought
$46.78M
Total Sold
$60.13M
Net Transaction
-$13.35M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
POTLATCHDELTIC CORPORATION0183,936+183,93608,6493.42%+8,649
Archrock(AROC)221,510393,148+171,6383,4117,7333.06%+4,322
HALOZYME THERAPEUTICS INC(HALO)124,979209,804+84,8254,6198,5353.38%+3,916
APA CORPORATION(APA)128,767211,246+82,4794,6207,2632.87%+2,642
WILLSCOT MOBIL MINI HLDNG CO(WSC)81,420132,151+50,7313,6236,1452.43%+2,522
NATIONAL FUEL GAS CO(NFG)116,098155,170+39,0725,8258,3363.30%+2,511
HCI GROUP INC89,57987,294-2,2857,82910,1334.01%+2,304
MORGAN STANLEY(MS)52,40473,424+21,0204,8876,9142.74%+2,027
Oracle(ORCL)50,13057,688+7,5585,2857,2462.87%+1,961
GOLDEN ENTMT INC174,639240,904+66,2656,9738,8723.51%+1,899
HILLMAN SOLUTIONS CORP(HLMN)775,484838,614+63,1307,1428,9233.53%+1,781
DEVON ENERGY CORP NEW(DVN)129,256151,841+22,5855,8557,6193.02%+1,764
American Tower28,29439,599+11,3056,1087,8243.10%+1,716
PEPSICO INC(PEP)30,34539,029+8,6845,1546,8302.70%+1,677
PATTERSON-UTI ENERGY INC(PTEN)650,155728,451+78,2967,0228,6983.44%+1,676
SILGAN HLDGS INC(SLGN)150,706173,592+22,8866,8198,4303.34%+1,610
BECTON DICKINSON & CO(BDX)20,12925,633+5,5044,9086,3432.51%+1,435
Janus595,170587,023-8,1477,7678,8823.52%+1,115
ENCOMPASS HEALTH CORP(EHC)100,66693,270-7,3966,7167,7023.05%+986
BLACKSTONE SECD LENDING FD(BXSL)176,254181,839+5,5854,8725,6642.24%+793
NNN REIT INC(NNN)153,301172,542+19,2416,6077,3742.92%+767
ZIMMER BIOMET HOLDINGS INC(ZBH)43,70445,651+1,9475,3196,0252.39%+706
VANGUARD INTL EQUITY INDEX F27,73832,150+4,4122,8543,5531.41%+699
MR COOPER GROUP INC100,21490,467-9,7476,5267,0522.79%+526
JOHNSON & JOHNSON(JNJ)41,71444,148+2,4346,5386,9842.76%+446
HILLENBRAND INC154,599154,980+3817,3987,7943.09%+396
LANCASTER COLONY CORP(MZTI)47,26039,410-7,8507,8648,1833.24%+319
VIPER ENERGY INC(VNOM)227,825192,645-35,1807,1497,4092.93%+260
GRANITE CONSTR INC(GVA)173,672158,921-14,7518,8339,0793.59%+246
TERRENO RLTY CORP(TRNO)139,887129,149-10,7388,7678,5753.39%-191
ARTISAN PARTNERS ASSET MGMT(APAM)144,123129,649-14,4746,3675,9342.35%-433
VANGUARD INDEX FDS2,865827-2,0381,2513970.16%-854
MP MATERIALS CORP(MP)407,529504,866+97,3378,0897,2202.86%-870
HOWARD HUGHES HOLDINGS INC(HHH)105,386105,009-3779,0167,6263.02%-1,390
PLEXUS CORP(PLXS)27,8209,285-18,5353,0088800.35%-2,128
CHORD ENERGY CORPORATION(CHRD)19,1754,830-14,3453,1878610.34%-2,327
ENOVIS CORPORATION(ENOV)61,61514,920-46,6953,4529320.37%-2,520
JPMORGAN CHASE & CO(JPM)34,6230-34,6235,8890-5,889
PHILIP MORRIS INTL INC(PM)70,1920-70,1926,6040-6,604
WASTE CONNECTIONS INC(WCN)46,2930-46,2936,9100-6,910
GENTEX CORP(GNTX)218,1440-218,1447,1250-7,125
EVERCORE INC(EVR)49,1710-49,1718,4110-8,411
BERKSHIRE HATHAWAY INC DEL26,9060-26,9069,5960-9,596
Page 1 of 1