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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 Q2 2024 · Filed July 26, 2024 · Accession 0001260468-24-000006

Total Value
$217.1M
Positions
37
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (37)

#IssuerTicker / CUSIPSharesValue% of Filing
1HALOZYME THERAPEUTICS INCHALO187,249$9.8M4.52%
2OracleORCL-PD55,859$7.9M3.63%
3American TowerAMT40,359$7.8M3.61%
4NATIONAL FUEL GAS CONFG135,060$7.3M3.37%
5TERRENO RLTY CORP88146M101123,584$7.3M3.37%
6HCI GROUP INCHCIIP78,120$7.2M3.32%
7ENCOMPASS HEALTH CORPEHC83,708$7.2M3.31%
8GOLDEN ENTMT INCNVGLF229,399$7.1M3.29%
9HOWARD HUGHES HOLDINGS INCHHH109,771$7.1M3.28%
10PATTERSON-UTI ENERGY INCPTEN666,936$6.9M3.18%
11POTLATCHDELTIC CORPORATION737630103174,116$6.9M3.16%
12HILLMAN SOLUTIONS CORPHLMN755,259$6.7M3.08%
13LANCASTER COLONY CORPMZTI35,360$6.7M3.08%
14JanusJBI522,305$6.6M3.04%
15MR COOPER GROUP INC62482R10780,977$6.6M3.03%
16NNN REIT INCNNN153,808$6.6M3.02%
17SILGAN HLDGS INCSLGN154,452$6.5M3.01%
18GRANITE CONSTR INCGVA105,239$6.5M3.00%
19VIPER ENERGY INCVNOM172,190$6.5M2.98%
20DEVON ENERGY CORP NEW25179M103135,127$6.4M2.95%
21MP MATERIALS CORPMP480,684$6.1M2.82%
22Kite RealtyKRG267,855$6.0M2.76%
23HILLENBRAND INC431571108149,220$6.0M2.75%
24ArchrockAROC291,203$5.9M2.71%
25JOHNSON & JOHNSONJNJ39,381$5.8M2.65%
26APA CORPORATIONAPA192,431$5.7M2.61%
27PEPSICO INCPEP33,659$5.6M2.56%
28WILLSCOT MOBIL MINI HLDNG COWSC142,562$5.4M2.47%
29BECTON DICKINSON & COBDX22,583$5.3M2.43%
30ENOVIS CORPORATIONENOV116,730$5.3M2.43%
31J & J SNACK FOODS CORPJJSF30,730$5.0M2.30%
32ZIMMER BIOMET HOLDINGS INCZBH40,876$4.4M2.04%
33LAMB WESTON HLDGS INCLW46,640$3.9M1.81%
34VANGUARD INTL EQUITY INDEX F92204274229,620$3.3M1.54%
35PLEXUS CORPPLXS8,960$924,4930.43%
36CHORD ENERGY CORPORATIONCHRD3,805$638,0220.29%
37VANGUARD INDEX FDS922908363782$390,8940.18%