Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$202.23M
Total Bought
$16.79M
Total Sold
$46.70M
Net Transaction
-$29.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
HALOZYME THERAPEUTICS INC(HALO)093,985+93,98504,4932.22%+4,493
COLUMBUS MCKINNON CORP N Y0101,133+101,13303,7661.86%+3,766
NV5 GLOBAL INC0197,510+197,51003,7211.84%+3,721
VANGUARD INTL EQUITY INDEX F22,42741,234+18,8072,6844,8442.40%+2,160
VISHAY INTERTECHNOLOGY INC(VSH)284,415363,629+79,2145,3786,1603.05%+782
LAMB WESTON HLDGS INC(LW)98,145101,605+3,4606,3546,7903.36%+436
APPLE INC(AAPL)01,304+1,30403270.16%+327
MICROSOFT CORP(MSFT)0767+76703230.16%+323
SPDR S&P 500 ETF TR(SPY)0460+46002700.13%+270
ISHARES TR0347+34702040.10%+204
ENOVIS CORPORATION(ENOV)139,860139,810-506,0216,1353.03%+114
JANUS INTERNATIONAL GROUP IN693,343963,823+270,4807,0107,0843.50%+74
CHORD ENERGY CORPORATION(CHRD)3,7853,825+404934470.22%-46
HILLENBRAND INC225,753202,035-23,7186,2766,2193.08%-57
HCI GROUP INC84,35776,789-7,5689,0318,9484.42%-83
VANGUARD INDEX FDS678433-2453582340.12%-124
GRANITE CONSTR INC(GVA)74,32165,207-9,1145,8925,7192.83%-173
APA CORPORATION(APA)191,785195,235+3,4504,6914,5082.23%-183
PATTERSON-UTI ENERGY INC(PTEN)845,639742,944-102,6956,4696,1373.03%-332
MR COOPER GROUP INC81,65774,427-7,2307,5277,1463.53%-381
NATIONAL FUEL GAS CO(NFG)135,175123,225-11,9508,1937,4773.70%-716
SILGAN HLDGS INC(SLGN)155,227141,887-13,3408,1497,3853.65%-764
ZIMMER BIOMET HOLDINGS INC(ZBH)40,01233,580-6,4324,3193,5471.75%-772
HOWARD HUGHES HOLDINGS INC(HHH)109,56099,506-10,0548,4837,6543.78%-829
LANCASTER COLONY CORP(MZTI)43,84239,692-4,1507,7416,8723.40%-869
GOLDEN ENTMT INC247,632217,777-29,8557,8726,8823.40%-990
KITE RLTY GROUP TR(KRG)269,130242,930-26,2007,1486,1323.03%-1,017
BECTON DICKINSON & CO(BDX)22,68219,409-3,2735,4694,4032.18%-1,065
J & J SNACK FOODS CORP(JJSF)32,41328,983-3,4305,5794,4962.22%-1,083
JOHNSON & JOHNSON(JNJ)39,32335,795-3,5286,3735,1772.56%-1,196
DEVON ENERGY CORP NEW(DVN)131,932117,157-14,7755,1613,8351.90%-1,327
WILLSCOT HLDGS CORP(WSC)142,905119,185-23,7205,3733,9871.97%-1,386
TERRENO RLTY CORP(TRNO)119,884108,597-11,2878,0126,4223.18%-1,589
HILLMAN SOLUTIONS CORP(HLMN)761,141647,786-113,3558,0386,3093.12%-1,728
NNN REIT INC(NNN)155,047141,267-13,7807,5185,7712.85%-1,747
POTLATCHDELTIC CORPORATION187,506165,475-22,0318,4476,4953.21%-1,952
ENCOMPASS HEALTH CORP(EHC)84,29964,940-19,3598,1475,9972.97%-2,149
AMERICAN TOWER CORP NEW(AMT)40,27436,909-3,3659,3666,7693.35%-2,597
ORACLE CORP(ORCL)55,47731,327-24,1509,4535,2202.58%-4,233
MP MATERIALS CORP(MP)689,270426,789-262,48112,1666,6583.29%-5,508
VIPER ENERGY INC(VNOM)141,05011,955-129,0956,3635870.29%-5,776
ARCHROCK INC(AROC)336,84327,170-309,6736,8186760.33%-6,141
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