Fund Holdings — BERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$208.67M
Total Bought
$33.78M
Total Sold
$34.78M
Net Transaction
-$1.00M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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CVB FINL CORP(CVBF)0415,389+415,38908,0543.86%+8,054
RAYONIER INC(RYN)0290,124+290,12405,9822.87%+5,982
VANGUARD CALIF TAX FREE FDS030,215+30,21502,9941.43%+2,994
DEVON ENERGY CORP NEW(DVN)103,021122,210+19,1893,7746,1502.95%+2,376
NATIONAL FUEL GAS CO(NFG)50,69566,590+15,8954,0596,2573.00%+2,198
VIPER ENERGY INC(VNOM)115,721137,739+22,0184,4706,4723.10%+2,002
BECTON DICKINSON & CO(BDX)28,57346,137+17,5645,5457,2543.48%+1,709
AMERICAN TOWER CORP(AMT)32,60542,161+9,5565,7247,2763.49%+1,552
ENOVIS CORPORATION(ENOV)199,596294,125+94,5295,3176,6913.21%+1,374
LAMB WESTON HLDGS INC(LW)118,053144,260+26,2074,9456,0962.92%+1,151
ARCHROCK INC(AROC)290,620249,515-41,1057,5628,6834.16%+1,121
JOHNSON & JOHNSON(JNJ)32,57030,394-2,1766,7407,4293.56%+689
MP MATERIALS CORP(MP)154,574174,782+20,2087,8098,4354.04%+626
POOL CORP(POOL)03,001+3,00106070.29%+607
VISHAY INTERTECHNOLOGY INC(VSH)549,780468,151-81,6297,9668,4274.04%+460
NNN REIT INC(NNN)137,029135,771-1,2585,4305,7062.73%+276
WILLSCOT HLDGS CORP(WSC)142,879163,207+20,3282,6902,8331.36%+143
J & J SNACK FOODS CORP(JJSF)76,24088,163+11,9236,8906,9893.35%+99
TERRENO RLTY CORP(TRNO)93,26690,708-2,5585,4765,5712.67%+96
CANADIAN NAT RES LTD MED TER(CNQ)4,0004,00001351950.09%+60
TESLA INC(TSLA)10100440.00%-1
VANGUARD INDEX FDS43843802752620.13%-13
GE VERNOVA INC(GEV)310-31200—-20
MICROSOFT CORP(MSFT)7030-4034110.01%-23
ORACLE CORP(ORCL)5505500107810.04%-26
VANGUARD INTL EQUITY INDEX F4000-400290—-29
JANUS INTERNATIONAL GROUP IN(JBI)853,4201,076,690+223,2705,5815,5452.66%-36
KITE REALTY GROUP TRUST(KRG)283,673274,182-9,4916,8006,7313.23%-68
HALOZYME THERAPEUTICS INC(HALO)67,79468,277+4834,5634,4132.11%-150
GRANITE CONSTR INC(GVA)59,06654,682-4,3846,8136,5553.14%-258
ENCOMPASS HEALTH CORP(EHC)46,75946,658-1014,9634,5132.16%-450
VANGUARD BD INDEX FDS99,85894,097-5,7617,3966,9293.32%-467
CHORD ENERGY CORPORATION(CHRD)7,8670-7,8677290—-729
MARZETTI COMPANY(MZTI)33,36732,534-8335,4864,5002.16%-986
SILGAN HLDGS INC(SLGN)203,262185,809-17,4538,2067,2093.45%-996
HILLMAN SOLUTIONS CORP(HLMN)858,449753,857-104,5927,4346,2723.01%-1,162
HCI GROUP INC36,43835,028-1,4106,9855,4162.60%-1,569
HOWARD HUGHES HOLDINGS INC(HHH)93,07490,287-2,7877,4255,7122.74%-1,713
TIC SOLUTIONS INC(TIC)792,541803,610+11,0698,0135,2882.53%-2,725
COLUMBUS MCKINNON CORP N Y(CMCO)540,807453,852-86,9559,3296,5943.16%-2,734
POTLATCHDELTIC CORPORATION154,9650-154,9656,1650—-6,165
VANGUARD INTL EQUITY INDEX F154,124105,058-49,06621,74114,5326.96%-7,209
GOLDEN ENTMT INC277,9480-277,9487,5570—-7,557
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BERNZOTT CAPITAL ADVISORS — 13F Holdings — Q1 2026 | TickerTrail