Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$203.13M
Total Bought
$19.62M
Total Sold
$23.00M
Net Transaction
-$3.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NV5 GLOBAL INC197,510391,649+194,1393,7217,5473.72%+3,826
MP MATERIALS CORP(MP)426,789414,501-12,2886,65810,1184.98%+3,460
COLUMBUS MCKINNON CORP N Y101,133419,670+318,5373,7667,1053.50%+3,339
J & J SNACK FOODS CORP(JJSF)28,98354,263+25,2804,4967,1483.52%+2,651
HALOZYME THERAPEUTICS INC(HALO)93,985101,760+7,7754,4936,4933.20%+2,000
AMERICAN TOWER CORP NEW(AMT)36,90936,593-3166,7697,9633.92%+1,193
POTLATCHDELTIC CORPORATION165,475169,570+4,0956,4957,6513.77%+1,156
PATTERSON-UTI ENERGY INC(PTEN)742,944847,934+104,9906,1376,9703.43%+833
JOHNSON & JOHNSON(JNJ)35,79534,481-1,3145,1775,7182.82%+542
WILLSCOT HLDGS CORP(WSC)119,185161,867+42,6823,9874,5002.22%+513
ENCOMPASS HEALTH CORP(EHC)64,94063,545-1,3955,9976,4363.17%+439
DEVON ENERGY CORP NEW(DVN)117,157113,955-3,2023,8354,2622.10%+427
TERRENO RLTY CORP(TRNO)108,597107,430-1,1676,4226,7923.34%+369
ZIMMER BIOMET HOLDINGS INC(ZBH)33,58034,429+8493,5473,8971.92%+350
JANUS INTERNATIONAL GROUP IN963,8231,021,536+57,7137,0847,3553.62%+271
NNN REIT INC(NNN)141,267140,141-1,1265,7715,9772.94%+206
BECTON DICKINSON & CO(BDX)19,40919,835+4264,4034,5432.24%+140
LANCASTER COLONY CORP(MZTI)39,69239,533-1596,8726,9183.41%+46
CHORD ENERGY CORPORATION(CHRD)3,8253,896+714474390.22%-8
VANGUARD INDEX FDS433404-292342080.10%-26
VISHAY INTERTECHNOLOGY INC(VSH)363,629382,257+18,6286,1606,0782.99%-82
ENOVIS CORPORATION(ENOV)139,810158,175+18,3656,1356,0442.98%-91
VIPER ENERGY INC(VNOM)11,9559,470-2,4855874280.21%-159
ISHARES TR3470-3472040-204
SPDR S&P 500 ETF TR(SPY)4600-4602700-270
ARCHROCK INC(AROC)27,17015,395-11,7756764040.20%-272
APA CORPORATION(APA)195,235201,295+6,0604,5084,2312.08%-277
MICROSOFT CORP(MSFT)7670-7673230-323
APPLE INC(AAPL)1,3040-1,3043270-327
HILLMAN SOLUTIONS CORP(HLMN)647,786672,777+24,9916,3095,9142.91%-396
HOWARD HUGHES HOLDINGS INC(HHH)99,50697,901-1,6057,6547,2533.57%-401
KITE RLTY GROUP TR(KRG)242,930244,835+1,9056,1325,4772.70%-655
HILLENBRAND INC202,035224,574+22,5396,2195,4212.67%-797
GRANITE CONSTR INC(GVA)65,20764,275-9325,7194,8462.39%-873
HCI GROUP INC76,78953,820-22,9698,9488,0323.95%-917
GOLDEN ENTMT INC217,777223,170+5,3936,8825,8892.90%-992
ORACLE CORP(ORCL)31,32729,987-1,3405,2204,1922.06%-1,028
NATIONAL FUEL GAS CO(NFG)123,22580,826-42,3997,4776,4013.15%-1,077
LAMB WESTON HLDGS INC(LW)101,605104,035+2,4306,7905,5452.73%-1,245
SILGAN HLDGS INC(SLGN)141,887110,483-31,4047,3855,6482.78%-1,737
VANGUARD INTL EQUITY INDEX F41,23424,107-17,1274,8442,7951.38%-2,049
MR COOPER GROUP INC74,4274,145-70,2827,1464960.24%-6,650
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