Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$195.88M
Total Bought
$18.04M
Total Sold
$30.40M
Net Transaction
-$12.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ARCHROCK INC(AROC)15,395179,626+164,2314044,4602.28%+4,056
VIPER ENERGY INC(VNOM)9,470110,686+101,2164284,2202.15%+3,793
ORACLE CORP(ORCL)29,98727,717-2,2704,1926,0603.09%+1,867
NV5 GLOBAL INC391,649400,319+8,6707,5479,2434.72%+1,696
VISHAY INTERTECHNOLOGY INC(VSH)382,257461,108+78,8516,0787,3223.74%+1,245
ENOVIS CORPORATION(ENOV)158,175230,128+71,9536,0447,2173.68%+1,173
BECTON DICKINSON & CO(BDX)19,83532,992+13,1574,5435,6832.90%+1,140
JANUS INTERNATIONAL GROUP IN1,021,5361,038,458+16,9227,3558,4534.32%+1,098
GRANITE CONSTR INC(GVA)64,27560,330-3,9454,8465,6412.88%+795
NNN REIT INC(NNN)140,141156,355+16,2145,9776,7513.45%+774
GOLDEN ENTMT INC223,170216,682-6,4885,8896,3773.26%+488
LAMB WESTON HLDGS INC(LW)104,035116,169+12,1345,5456,0233.08%+478
HILLENBRAND INC224,574289,349+64,7755,4215,8072.96%+386
J & J SNACK FOODS CORP(JJSF)54,26366,382+12,1197,1487,5283.84%+381
VANGUARD INTL EQUITY INDEX F24,10724,597+4902,7953,1611.61%+366
HILLMAN SOLUTIONS CORP(HLMN)672,777868,443+195,6665,9146,2013.17%+287
MP MATERIALS CORP(MP)414,501309,642-104,85910,11810,3025.26%+184
KITE RLTY GROUP TR(KRG)244,835248,476+3,6415,4775,6282.87%+151
CHORD ENERGY CORPORATION(CHRD)3,8965,745+1,8494395560.28%+117
SILGAN HLDGS INC(SLGN)110,483105,875-4,6085,6485,7362.93%+88
WILLSCOT HLDGS CORP(WSC)161,867165,374+3,5074,5004,5312.31%+31
AMERICAN TOWER CORP NEW(AMT)36,59335,313-1,2807,9637,8053.98%-158
VANGUARD INDEX FDS4040-4042080-208
LANCASTER COLONY CORP(MZTI)39,53338,624-9096,9186,6733.41%-245
POTLATCHDELTIC CORPORATION169,570191,524+21,9547,6517,3493.75%-302
ENCOMPASS HEALTH CORP(EHC)63,54548,541-15,0046,4365,9533.04%-483
MR COOPER GROUP INC4,1450-4,1454960-496
COLUMBUS MCKINNON CORP N Y419,670428,082+8,4127,1056,5373.34%-568
JOHNSON & JOHNSON(JNJ)34,48133,402-1,0795,7185,1022.60%-616
DEVON ENERGY CORP NEW(DVN)113,955108,526-5,4294,2623,4521.76%-810
HOWARD HUGHES HOLDINGS INC(HHH)97,90195,206-2,6957,2536,4263.28%-826
TERRENO RLTY CORP(TRNO)107,430103,879-3,5516,7925,8252.97%-967
NATIONAL FUEL GAS CO(NFG)80,82652,654-28,1726,4014,4602.28%-1,940
HCI GROUP INC53,82037,655-16,1658,0325,7312.93%-2,300
HALOZYME THERAPEUTICS INC(HALO)101,76070,403-31,3576,4933,6621.87%-2,831
ZIMMER BIOMET HOLDINGS INC(ZBH)34,4290-34,4293,8970-3,897
APA CORPORATION(APA)201,2950-201,2954,2310-4,231
PATTERSON-UTI ENERGY INC(PTEN)847,9340-847,9346,9700-6,970
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