Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$217.09M
Total Bought
$20.56M
Total Sold
$57.42M
Net Transaction
-$36.86M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Kite Realty(KRG)0267,855+267,85505,9952.76%+5,995
J & J SNACK FOODS CORP(JJSF)030,730+30,73004,9902.30%+4,990
ENOVIS CORPORATION(ENOV)14,920116,730+101,8109325,2762.43%+4,344
LAMB WESTON HLDGS INC(LW)046,640+46,64003,9211.81%+3,921
HALOZYME THERAPEUTICS INC(HALO)209,804187,249-22,5558,5359,8044.52%+1,270
Oracle(ORCL)57,68855,859-1,8297,2467,8873.63%+641
PLEXUS CORP(PLXS)9,2858,960-3258809240.43%+44
American Tower39,59940,359+7607,8247,8453.61%+21
VANGUARD INDEX FDS827782-453973910.18%-6
VANGUARD INTL EQUITY INDEX F32,15029,620-2,5303,5533,3361.54%-217
CHORD ENERGY CORPORATION(CHRD)4,8303,805-1,0258616380.29%-223
MR COOPER GROUP INC90,46780,977-9,4907,0526,5783.03%-474
HOWARD HUGHES HOLDINGS INC(HHH)105,009109,771+4,7627,6267,1153.28%-510
ENCOMPASS HEALTH CORP(EHC)93,27083,708-9,5627,7027,1813.31%-521
WILLSCOT MOBIL MINI HLDNG CO(WSC)132,151142,562+10,4116,1455,3662.47%-779
NNN REIT INC(NNN)172,542153,808-18,7347,3746,5523.02%-822
VIPER ENERGY INC(VNOM)192,645172,190-20,4557,4096,4622.98%-947
NATIONAL FUEL GAS CO(NFG)155,170135,060-20,1108,3367,3193.37%-1,017
BECTON DICKINSON & CO(BDX)25,63322,583-3,0506,3435,2782.43%-1,065
MP MATERIALS CORP(MP)504,866480,684-24,1827,2206,1192.82%-1,100
DEVON ENERGY CORP NEW(DVN)151,841135,127-16,7147,6196,4052.95%-1,214
JOHNSON & JOHNSON(JNJ)44,14839,381-4,7676,9845,7562.65%-1,228
TERRENO RLTY CORP(TRNO)129,149123,584-5,5658,5757,3143.37%-1,262
PEPSICO INC(PEP)39,02933,659-5,3706,8305,5512.56%-1,279
LANCASTER COLONY CORP(MZTI)39,41035,360-4,0508,1836,6823.08%-1,501
ZIMMER BIOMET HOLDINGS INC(ZBH)45,65140,876-4,7756,0254,4362.04%-1,589
APA CORPORATION(APA)211,246192,431-18,8157,2635,6652.61%-1,597
GOLDEN ENTMT INC240,904229,399-11,5058,8727,1373.29%-1,736
PATTERSON-UTI ENERGY INC(PTEN)728,451666,936-61,5158,6986,9093.18%-1,788
POTLATCHDELTIC CORPORATION183,936174,116-9,8208,6496,8583.16%-1,790
HILLENBRAND INC154,980149,220-5,7607,7945,9722.75%-1,822
Archrock(AROC)393,148291,203-101,9457,7335,8882.71%-1,845
SILGAN HLDGS INC(SLGN)173,592154,452-19,1408,4306,5383.01%-1,892
HILLMAN SOLUTIONS CORP(HLMN)838,614755,259-83,3558,9236,6843.08%-2,239
Janus587,023522,305-64,7188,8826,5973.04%-2,285
GRANITE CONSTR INC(GVA)158,921105,239-53,6829,0796,5223.00%-2,557
HCI GROUP INC87,29478,120-9,17410,1337,2003.32%-2,933
BLACKSTONE SECD LENDING FD(BXSL)181,8390-181,8395,6640-5,664
ARTISAN PARTNERS ASSET MGMT(APAM)129,6490-129,6495,9340-5,934
MORGAN STANLEY(MS)73,4240-73,4246,9140-6,914
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