Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$232.37M
Total Bought
$67.86M
Total Sold
$57.07M
Net Transaction
+$10.79M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ORACLE CORP(ORCL)055,477+55,47709,4534.07%+9,453
AMERICAN TOWER CORP NEW(AMT)040,274+40,27409,3664.03%+9,366
KITE RLTY GROUP TR(KRG)0269,130+269,13007,1483.08%+7,148
JANUS INTERNATIONAL GROUP IN0693,343+693,34307,0103.02%+7,010
ARCHROCK INC(AROC)0336,843+336,84306,8182.93%+6,818
MP MATERIALS CORP(MP)480,684689,270+208,5866,11912,1665.24%+6,047
VISHAY INTERTECHNOLOGY INC(VSH)0284,415+284,41505,3782.31%+5,378
LAMB WESTON HLDGS INC(LW)46,64098,145+51,5053,9216,3542.73%+2,432
HCI GROUP INC78,12084,357+6,2377,2009,0313.89%+1,831
SILGAN HLDGS INC(SLGN)154,452155,227+7756,5388,1493.51%+1,611
POTLATCHDELTIC CORPORATION174,116187,506+13,3906,8588,4473.64%+1,589
HOWARD HUGHES HOLDINGS INC(HHH)109,771109,560-2117,1158,4833.65%+1,368
HILLMAN SOLUTIONS CORP(HLMN)755,259761,141+5,8826,6848,0383.46%+1,354
LANCASTER COLONY CORP(MZTI)35,36043,842+8,4826,6827,7413.33%+1,059
NNN REIT INC(NNN)153,808155,047+1,2396,5527,5183.24%+966
ENCOMPASS HEALTH CORP(EHC)83,70884,299+5917,1818,1473.51%+965
MR COOPER GROUP INC80,97781,657+6806,5787,5273.24%+949
NATIONAL FUEL GAS CO(NFG)135,060135,175+1157,3198,1933.53%+874
ENOVIS CORPORATION(ENOV)116,730139,860+23,1305,2766,0212.59%+745
GOLDEN ENTMT INC229,399247,632+18,2337,1377,8723.39%+736
TERRENO RLTY CORP(TRNO)123,584119,884-3,7007,3148,0123.45%+698
JOHNSON & JOHNSON(JNJ)39,38139,323-585,7566,3732.74%+617
J & J SNACK FOODS CORP(JJSF)30,73032,413+1,6834,9905,5792.40%+589
HILLENBRAND INC149,220225,753+76,5335,9726,2762.70%+304
BECTON DICKINSON & CO(BDX)22,58322,682+995,2785,4692.35%+191
WILLSCOT HLDGS CORP(WSC)142,562142,905+3435,3665,3732.31%+7
VANGUARD INDEX FDS782678-1043913580.15%-33
VIPER ENERGY INC(VNOM)172,190141,050-31,1406,4626,3632.74%-100
ZIMMER BIOMET HOLDINGS INC(ZBH)40,87640,012-8644,4364,3191.86%-117
CHORD ENERGY CORPORATION(CHRD)3,8053,785-206384930.21%-145
PATTERSON-UTI ENERGY INC(PTEN)666,936845,639+178,7036,9096,4692.78%-440
GRANITE CONSTR INC(GVA)105,23974,321-30,9186,5225,8922.54%-629
VANGUARD INTL EQUITY INDEX F29,62022,427-7,1933,3362,6841.16%-652
PLEXUS CORP(PLXS)8,9600-8,9609240-924
APA CORPORATION(APA)192,431191,785-6465,6654,6912.02%-974
DEVON ENERGY CORP NEW(DVN)135,127131,932-3,1956,4055,1612.22%-1,244
PEPSICO INC(PEP)33,6590-33,6595,5510-5,551
Archrock(AROC)291,2030-291,2035,8880-5,888
Kite Realty(KRG)267,8550-267,8555,9950-5,995
Janus522,3050-522,3056,5970-6,597
American Tower40,3590-40,3597,8450-7,845
Oracle(ORCL)55,8590-55,8597,8870-7,887
HALOZYME THERAPEUTICS INC(HALO)187,2490-187,2499,8040-9,804
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