Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$290.38M
Total Bought
$41.20M
Total Sold
$213.78M
Net Transaction
-$172.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
HOWARD HUGHES HOLDINGS INC(HHH)0134,641+134,64109,9813.44%+9,981
LANCASTER COLONY CORP(MZTI)050,330+50,33008,3062.86%+8,306
NATIONAL FUEL GAS CO(NFG)0139,768+139,76807,2552.50%+7,255
SILGAN HLDGS INC(SLGN)0157,626+157,62606,7952.34%+6,795
ARCHROCK INC(AROC)0353,350+353,35004,4521.53%+4,452
BLACKSTONE SECD LENDING FD(BXSL)0150,499+150,49904,1181.42%+4,118
APA CORPORATION(APA)154,198132,832-21,3665,2695,4591.88%+190
VANGUARD INTL EQUITY INDEX F24,14724,597+4502,3422,2920.79%-50
VANGUARD INDEX FDS2,7532,719-341,1211,0680.37%-53
ENOVIS CORPORATION(ENOV)63,76072,905+9,1454,0883,8441.32%-244
CISCO SYS INC(CSCO)5,6850-5,6852940-294
VIPER ENERGY PARTNERS LP315,447283,638-31,8098,4637,9082.72%-556
VERIZON COMMUNICATIONS INC(VZ)17,2750-17,2756420-642
MORGAN STANLEY(MS)60,54552,979-7,5665,1714,3271.49%-844
PEPSICO INC(PEP)29,57327,116-2,4575,4784,5951.58%-883
DEVON ENERGY CORP NEW(DVN)153,570133,623-19,9477,4246,3742.20%-1,050
BECTON DICKINSON & CO(BDX)24,50520,947-3,5586,4705,4151.86%-1,054
JPMORGAN CHASE & CO(JPM)53,05445,697-7,3577,7166,6272.28%-1,089
PHILIP MORRIS INTL INC(PM)81,59472,560-9,0347,9656,7182.31%-1,248
BERKSHIRE HATHAWAY INC DEL32,40427,905-4,49911,0509,7753.37%-1,275
AMERICAN TOWER CORP NEW(AMT)31,18528,264-2,9216,0484,6481.60%-1,400
JOHNSON & JOHNSON(JNJ)48,50742,275-6,2328,0296,5842.27%-1,445
WASTE CONNECTIONS INC(WCN)54,81047,573-7,2377,8346,3892.20%-1,445
WILLSCOT MOBIL MINI HLDNG CO(WSC)102,31981,985-20,3344,8903,4101.17%-1,480
ORACLE CORP(ORCL)61,52150,903-10,6187,3275,3921.86%-1,935
ZIMMER BIOMET HOLDINGS INC(ZBH)51,07544,558-6,5177,4365,0001.72%-2,436
PLEXUS CORP(PLXS)69,61942,689-26,9306,8393,9691.37%-2,870
PATTERSON-UTI ENERGY INC(PTEN)930,517592,515-338,00211,1388,2002.82%-2,938
MR COOPER GROUP INC206,220129,464-76,75610,4436,9342.39%-3,509
EVERCORE INC(EVR)96,86461,325-35,53911,9718,4562.91%-3,516
SPIRIT RLTY CAP INC NEW195,551116,085-79,4667,7013,8921.34%-3,808
GOLDEN ENTMT INC269,155213,179-55,97611,2517,2862.51%-3,964
GENTEX CORP(GNTX)447,136275,952-171,18413,0838,9793.09%-4,104
MP MATERIALS CORP(MP)480,515359,098-121,41710,9946,8592.36%-4,135
CHORD ENERGY CORPORATION(CHRD)59,97030,365-29,6059,2234,9211.69%-4,302
HALOZYME THERAPEUTICS INC(HALO)304,009171,808-132,20110,9666,5632.26%-4,403
JAMES RIV GROUP LTD516,633318,835-197,7989,4344,8941.69%-4,540
ENCORE CAP GROUP INC(ECPG)239,027144,044-94,98311,6216,8802.37%-4,742
JANUS INTERNATIONAL GROUP IN1,153,362687,340-466,02212,2957,3552.53%-4,940
ENCOMPASS HEALTH CORP(EHC)211,683128,663-83,02014,3338,6412.98%-5,692
HILLMAN SOLUTIONS CORP(HLMN)1,477,829914,352-563,47713,3157,5432.60%-5,772
TERRENO RLTY CORP(TRNO)244,964154,235-90,72914,7228,7613.02%-5,962
SP PLUS CORP354,834217,730-137,10413,8787,8602.71%-6,018
GRANITE CONSTR INC(GVA)400,228243,065-157,16315,9219,2413.18%-6,680
OPEN LENDING CORP640,6470-640,6476,7330-6,733
AES CORP(AES)326,1120-326,1126,7600-6,760
CADENCE BANK344,2700-344,2706,7610-6,761
ARTISAN PARTNERS ASSET MGMT(APAM)323,876149,895-173,98112,7325,6091.93%-7,122
HILLENBRAND INC298,006189,923-108,08315,2828,0362.77%-7,246
TEXAS CAP BANCSHARES INC(TCBI)145,6210-145,6217,4990-7,499
HOSTESS BRANDS INC346,5820-346,5828,7750-8,775
WORLD KINECT CORPORATION(WKC)442,7370-442,7379,1560-9,156
HCI GROUP INC271,876101,355-170,52116,7965,5031.89%-11,294
API GROUP CORP(APG)681,048280,045-401,00318,5657,2622.50%-11,304
TOPGOLF CALLAWAY BRANDS CORP(CALY)658,8360-658,83613,0780-13,078
HOWARD HUGHES CORP213,3430-213,34316,8370-16,837
Page 1 of 1