Fund HoldingsBERNZOTT CAPITAL ADVISORS

Total Portfolio Value
$210.19M
Total Bought
$65.44M
Total Sold
$57.10M
Net Transaction
+$8.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INTL EQUITY INDEX F31,372154,124+122,7524,32321,74110.34%+17,418
ARCHROCK INC(AROC)0290,620+290,62007,5623.60%+7,562
VANGUARD BD INDEX FDS099,858+99,85807,3963.52%+7,396
KITE RLTY GROUP TR(KRG)0283,673+283,67306,8003.24%+6,800
AMERICAN TOWER CORP NEW(AMT)032,605+32,60505,7242.72%+5,724
JANUS INTERNATIONAL GROUP IN0853,420+853,42005,5812.66%+5,581
COLUMBUS MCKINNON CORP N Y295,585540,807+245,2224,2399,3294.44%+5,090
SILGAN HLDGS INC(SLGN)131,909203,262+71,3535,6738,2063.90%+2,532
JOHNSON & JOHNSON(JNJ)33,26932,570-6996,1696,7403.21%+572
VISHAY INTERTECHNOLOGY INC(VSH)487,027549,780+62,7537,4527,9663.79%+515
VANGUARD INDEX FDS0438+43802750.13%+275
GRANITE CONSTR INC(GVA)60,16559,066-1,0996,5976,8133.24%+216
VIPER ENERGY INC(VNOM)111,501115,721+4,2204,2624,4702.13%+209
CHORD ENERGY CORPORATION(CHRD)5,5557,867+2,3125527290.35%+177
CANADIAN NAT RES LTD(CNQ)04,000+4,00001350.06%+135
ORACLE CORP(ORCL)0550+55001070.05%+107
MICROSOFT CORP(MSFT)070+700340.02%+34
VANGUARD INTL EQUITY INDEX F0400+4000290.01%+29
GE VERNOVA INC(GEV)031+310200.01%+20
DEVON ENERGY CORP NEW(DVN)107,082103,021-4,0613,7543,7741.80%+19
TESLA INC(TSLA)010+10040.00%+4
HCI GROUP INC37,20936,438-7717,1426,9853.32%-157
GOLDEN ENTMT INC336,288277,948-58,3407,9307,5573.60%-372
HOWARD HUGHES HOLDINGS INC(HHH)94,90393,074-1,8297,7987,4253.53%-374
TERRENO RLTY CORP(TRNO)103,43393,266-10,1675,8705,4762.61%-394
HALOZYME THERAPEUTICS INC(HALO)69,25267,794-1,4585,0794,5632.17%-516
HILLMAN SOLUTIONS CORP(HLMN)877,436858,449-18,9878,0557,4343.54%-621
NATIONAL FUEL GAS CO(NFG)51,69850,695-1,0034,7754,0591.93%-717
BECTON DICKINSON & CO(BDX)33,77328,573-5,2006,3215,5452.64%-776
WILLSCOT HLDGS CORP(WSC)165,789142,879-22,9103,5002,6901.28%-809
ENCOMPASS HEALTH CORP(EHC)47,81046,759-1,0516,0734,9632.36%-1,110
MARZETTI COMPANY(MZTI)38,34133,367-4,9746,6255,4862.61%-1,139
NNN REIT INC(NNN)155,955137,029-18,9266,6395,4302.58%-1,209
POTLATCHDELTIC CORPORATION189,722154,965-34,7577,7316,1652.93%-1,567
LAMB WESTON HLDGS INC(LW)115,504118,053+2,5496,7084,9452.35%-1,763
ENOVIS CORPORATION(ENOV)235,149199,596-35,5537,1345,3172.53%-1,817
TIC SOLUTIONS INC(TIC)742,188792,541+50,3539,8798,0133.81%-1,866
MP MATERIALS CORP(MP)149,286154,574+5,28810,0137,8093.72%-2,204
J & J SNACK FOODS CORP(JJSF)102,99676,240-26,7569,8976,8903.28%-3,007
KITE RLTY GROUP TR(KRG)292,1510-292,1516,5150-6,515
AMERICAN TOWER CORP NEW35,1630-35,1636,7630-6,763
ARCHROCK INC(AROC)291,5340-291,5347,6700-7,670
JANUS INTERNATIONAL GROUP IN1,036,4930-1,036,49310,2300-10,230
HILLENBRAND INC389,3300-389,33010,5270-10,527
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