Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BERNZOTT CAPITAL ADVISORS

Quarter ended Q1 2024 · Filed May 1, 2024 · Accession 0001260468-24-000005

Total Value
$252.6M
Positions
37
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (37)

#IssuerTicker / CUSIPSharesValue% of Filing
1HCI GROUP INCHCIIP87,294$10.1M4.01%
2GRANITE CONSTR INCGVA158,921$9.1M3.59%
3HILLMAN SOLUTIONS CORPHLMN838,614$8.9M3.53%
4JanusJBI587,023$8.9M3.52%
5GOLDEN ENTMT INCNVGLF240,904$8.9M3.51%
6PATTERSON-UTI ENERGY INCPTEN728,451$8.7M3.44%
7POTLATCHDELTIC CORPORATION737630103183,936$8.6M3.42%
8TERRENO RLTY CORP88146M101129,149$8.6M3.39%
9HALOZYME THERAPEUTICS INCHALO209,804$8.5M3.38%
10SILGAN HLDGS INCSLGN173,592$8.4M3.34%
11NATIONAL FUEL GAS CONFG155,170$8.3M3.30%
12LANCASTER COLONY CORPMZTI39,410$8.2M3.24%
13American TowerAMT39,599$7.8M3.10%
14HILLENBRAND INC431571108154,980$7.8M3.09%
15ArchrockAROC393,148$7.7M3.06%
16ENCOMPASS HEALTH CORPEHC93,270$7.7M3.05%
17HOWARD HUGHES HOLDINGS INCHHH105,009$7.6M3.02%
18DEVON ENERGY CORP NEW25179M103151,841$7.6M3.02%
19VIPER ENERGY INCVNOM192,645$7.4M2.93%
20NNN REIT INCNNN172,542$7.4M2.92%
21APA CORPORATIONAPA211,246$7.3M2.87%
22OracleORCL-PD57,688$7.2M2.87%
23MP MATERIALS CORPMP504,866$7.2M2.86%
24MR COOPER GROUP INC62482R10790,467$7.1M2.79%
25JOHNSON & JOHNSONJNJ44,148$7.0M2.76%
26MORGAN STANLEYMS-PQ73,424$6.9M2.74%
27PEPSICO INCPEP39,029$6.8M2.70%
28BECTON DICKINSON & COBDX25,633$6.3M2.51%
29WILLSCOT MOBIL MINI HLDNG COWSC132,151$6.1M2.43%
30ZIMMER BIOMET HOLDINGS INCZBH45,651$6.0M2.39%
31ARTISAN PARTNERS ASSET MGMT04316A108129,649$5.9M2.35%
32BLACKSTONE SECD LENDING FDBX181,839$5.7M2.24%
33VANGUARD INTL EQUITY INDEX F92204274232,150$3.6M1.41%
34ENOVIS CORPORATIONENOV14,920$931,7540.37%
35PLEXUS CORPPLXS9,285$880,4040.35%
36CHORD ENERGY CORPORATIONCHRD4,830$860,8990.34%
37VANGUARD INDEX FDS922908363827$397,3350.16%