Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$463.16M
Total Bought
$53.71M
Total Sold
$94.05M
Net Transaction
-$40.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
GOLDEN ENTMT INC0269,155+269,155011,2512.43%+11,251
MR COOPER GROUP INC0206,220+206,220010,4432.25%+10,443
PLEXUS CORP(PLXS)069,619+69,61906,8391.48%+6,839
OPEN LENDING CORP0640,647+640,64706,7331.45%+6,733
AMERICAN TOWER CORP NEW(AMT)031,185+31,18506,0481.31%+6,048
ENOVIS CORPORATION(ENOV)063,760+63,76004,0880.88%+4,088
API GROUP CORP(APG)723,308681,048-42,26016,26018,5654.01%+2,305
APA CORPORATION(APA)93,142154,198+61,0563,3595,2691.14%+1,910
HILLMAN SOLUTIONS CORP(HLMN)1,358,2761,477,829+119,55311,43713,3152.87%+1,879
PATTERSON-UTI ENERGY INC(PTEN)797,510930,517+133,0079,33111,1382.40%+1,807
ARTISAN PARTNERS ASSET MGMT(APAM)346,472323,876-22,59611,08012,7322.75%+1,651
ZIMMER BIOMET HOLDINGS INC(ZBH)46,89351,075+4,1826,0597,4361.61%+1,378
HCI GROUP INC288,873271,876-16,99715,48416,7963.63%+1,313
SP PLUS CORP377,060354,834-22,22612,92913,8783.00%+948
CHORD ENERGY CORPORATION(CHRD)61,86559,970-1,8958,3279,2231.99%+896
TOPGOLF CALLAWAY BRANDS CORP(CALY)566,179658,836+92,65712,24113,0782.82%+837
BERKSHIRE HATHAWAY INC DEL33,23332,404-82910,26111,0502.39%+788
JPMORGAN CHASE & CO(JPM)54,47753,054-1,4237,0997,7161.67%+617
MP MATERIALS CORP(MP)377,690480,515+102,82510,64710,9942.37%+347
JOHNSON & JOHNSON(JNJ)49,87248,507-1,3657,7308,0291.73%+299
HILLENBRAND INC315,583298,006-17,57715,00015,2823.30%+282
BECTON DICKINSON & CO(BDX)25,13024,505-6256,2216,4701.40%+249
JANUS INTERNATIONAL GROUP IN1,225,0391,153,362-71,67712,07912,2952.65%+216
VANGUARD INDEX FDS2,5902,753+1639741,1210.24%+147
EVERCORE INC(EVR)102,77096,864-5,90611,85811,9712.58%+114
VANGUARD INTL EQUITY INDEX F24,29224,147-1452,2372,3420.51%+105
WASTE CONNECTIONS INC(WCN)56,23554,810-1,4257,8217,8341.69%+13
TEXAS CAP BANCSHARES INC(TCBI)153,653145,621-8,0327,5237,4991.62%-23
PEPSICO INC(PEP)30,19429,573-6215,5045,4781.18%-27
PHILIP MORRIS INTL INC(PM)83,03081,594-1,4368,0757,9651.72%-109
WILLSCOT MOBIL MINI HLDNG CO(WSC)107,469102,319-5,1505,0384,8901.06%-148
GENTEX CORP(GNTX)473,847447,136-26,71113,28213,0832.82%-199
VANGUARD INTL EQUITY INDEX F3,7500-3,7502010-201
MORGAN STANLEY(MS)61,72460,545-1,1795,4195,1711.12%-249
HOSTESS BRANDS INC365,889346,582-19,3079,1038,7751.89%-328
ENCOMPASS HEALTH CORP(EHC)273,702211,683-62,01914,80714,3333.09%-474
DEVON ENERGY CORP NEW(DVN)156,338153,570-2,7687,9127,4241.60%-489
SPIRIT RLTY CAP INC NEW208,181195,551-12,6308,2947,7011.66%-593
ORACLE CORP(ORCL)87,37361,521-25,8528,1197,3271.58%-792
CADENCE BANK366,817344,270-22,5477,6156,7611.46%-854
VIPER ENERGY PARTNERS LP335,807315,447-20,3609,4038,4631.83%-939
ENCORE CAP GROUP INC(ECPG)253,353239,027-14,32612,78211,6212.51%-1,160
AES CORP(AES)331,902326,112-5,7907,9926,7601.46%-1,232
HOWARD HUGHES CORP226,346213,343-13,00318,10816,8373.64%-1,271
HALOZYME THERAPEUTICS INC(HALO)321,415304,009-17,40612,27510,9662.37%-1,309
GRANITE CONSTR INC(GVA)424,825400,228-24,59717,45215,9213.44%-1,531
JAMES RIV GROUP LTD549,531516,633-32,89811,3489,4342.04%-1,914
TERRENO RLTY CORP(TRNO)259,297244,964-14,33316,75114,7223.18%-2,028
WORLD KINECT CORPORATION(WKC)520,799442,737-78,06213,3069,1561.98%-4,151
VERIZON COMMUNICATIONS INC(VZ)132,25817,275-114,9835,1446420.14%-4,501
OPEN LENDING CORP681,7690-681,7694,8000-4,800
CATALENT INC81,0990-81,0995,3290-5,329
TRAVELCENTERS OF AMERICA INC87,6790-87,6797,5840-7,584
CISCO SYS INC(CSCO)173,3165,685-167,6319,0602940.06%-8,766
COMPASS MINERALS INTL INC259,4500-259,4508,8970-8,897
ADTRAN HOLDINGS INC758,2830-758,28312,0260-12,026
AIR TRANSPORT SERVICES GRP I592,0500-592,05012,3320-12,332
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