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 2023 · Filed January 18, 2023 · Accession 0001398344-23-000700

Total Value
$773.4M
Positions
50
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (50)

#IssuerTicker / CUSIPSharesValue% of Filing
1HOWARD HUGHES CORPHHH388,439$29.7M3.84%
2AIR TRANSPORT SERVICES GRP IAIIR1,061,647$27.6M3.57%
3GRANITE CONSTR INCGVA751,312$26.3M3.41%
4TERRENO RLTY CORP88146M101449,797$25.6M3.31%
5WORLD FUEL SVCS CORPWKC935,223$25.6M3.30%
6ADTRAN HOLDINGS INCADTN1,347,590$25.3M3.27%
7HALOZYME THERAPEUTICS INCHALO444,728$25.3M3.27%
8API GROUP CORPAPG1,259,185$23.7M3.06%
9ENCOMPASS HEALTH CORPEHC394,077$23.6M3.05%
10SP PLUS CORP78469C103670,794$23.3M3.01%
11HILLENBRAND INC431571108541,768$23.1M2.99%
12GENTEX CORPGNTX834,313$22.8M2.94%
13ENCORE CAP GROUP INCECR445,153$21.3M2.76%
14VIPER ENERGY PARTNERS LPVNOM669,620$21.3M2.75%
15JANUS INTERNATIONAL GROUP INJBI2,198,886$20.9M2.71%
16TOPGOLF CALLAWAY BRANDS CORP1311931041,031,316$20.4M2.63%
17JAMES RIV GROUP LTDG5005R107961,704$20.1M2.60%
18EVERCORE INCEVR175,847$19.2M2.48%
19STERICYCLE INC858912108381,703$19.0M2.46%
20WILLSCOT MOBIL MINI HLDNG COWSC416,245$18.8M2.43%
21TEXAS CAP BANCSHARES INC88224Q107304,265$18.4M2.37%
22COMPASS MINERALS INTL INCCOMP443,160$18.2M2.35%
23CADENCE BANK12740C103731,200$18.0M2.33%
24ARTISAN PARTNERS ASSET MGMT04316A108591,495$17.6M2.27%
25SPIRIT RLTY CAP INC NEW84860W300415,155$16.6M2.14%
26MP MATERIALS CORPMP682,177$16.6M2.14%
27HCI GROUP INCHCIIP398,889$15.8M2.04%
28CHORD ENERGY CORPORATIONCHRD105,665$14.5M1.87%
29HOSTESS BRANDS INC44109J106629,340$14.1M1.83%
30BERKSHIRE HATHAWAY INC DELBRK-A40,997$12.7M1.64%
31AES CORPAES403,831$11.6M1.50%
32DEVON ENERGY CORP NEW25179M103188,656$11.6M1.50%
33JOHNSON & JOHNSONJNJ62,551$11.0M1.43%
34PHILIP MORRIS INTL INC718172109103,819$10.5M1.36%
35CISCO SYS INCCSCO217,140$10.3M1.34%
36BRIGHTVIEW HLDGS INCBV1,378,454$9.5M1.23%
37WASTE CONNECTIONS INCWCN69,487$9.2M1.19%
38ORACLE CORPORCL-PD111,993$9.2M1.18%
39JPMORGAN CHASE & COVYLD68,054$9.1M1.18%
40OPEN LENDING CORPLPRO1,228,987$8.3M1.07%
41ROYALTY PHARMA PLCRPRX175,365$6.9M0.90%
42PEPSICO INCPEP36,124$6.5M0.84%
43ZIMMER BIOMET HOLDINGS INCZBH50,878$6.5M0.84%
44MORGAN STANLEYMS-PQ75,833$6.4M0.83%
45VERIZON COMMUNICATIONS INCVZ140,534$5.5M0.72%
46APA CORPORATIONAPA110,524$5.2M0.67%
47VANGUARD INDEX FDS92290836312,505$4.4M0.57%
48CATALENT INC14880610288,560$4.0M0.52%
49VANGUARD INTL EQUITY INDEX F92204274224,204$2.1M0.27%
50VANGUARD INTL EQUITY INDEX F9220427755,750$288,3050.04%