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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 2023 · Filed April 27, 2023 · Accession 0001398344-23-007906

Total Value
$483.9M
Positions
51
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (51)

#IssuerTicker / CUSIPSharesValue% of Filing
1HOWARD HUGHES CORPHHH226,346$18.1M3.74%
2GRANITE CONSTR INCGVA424,825$17.5M3.61%
3TERRENO RLTY CORP88146M101259,297$16.8M3.46%
4API GROUP CORPAPG723,308$16.3M3.36%
5HCI GROUP INCHCIIP288,873$15.5M3.20%
6HILLENBRAND INC431571108315,583$15.0M3.10%
7ENCOMPASS HEALTH CORPEHC273,702$14.8M3.06%
8WORLD FUEL SVCS CORPWKC520,799$13.3M2.75%
9GENTEX CORPGNTX473,847$13.3M2.74%
10SP PLUS CORP78469C103377,060$12.9M2.67%
11ENCORE CAP GROUP INCECR253,353$12.8M2.64%
12AIR TRANSPORT SERVICES GRP IAIIR592,050$12.3M2.55%
13HALOZYME THERAPEUTICS INCHALO321,415$12.3M2.54%
14TOPGOLF CALLAWAY BRANDS CORP131193104566,179$12.2M2.53%
15JANUS INTERNATIONAL GROUP INJBI1,225,039$12.1M2.50%
16ADTRAN HOLDINGS INCADTN758,283$12.0M2.49%
17EVERCORE INCEVR102,770$11.9M2.45%
18HILLMAN SOLUTIONS CORPHLMN1,358,276$11.4M2.36%
19JAMES RIV GROUP LTDG5005R107549,531$11.3M2.35%
20ARTISAN PARTNERS ASSET MGMT04316A108346,472$11.1M2.29%
21MP MATERIALS CORPMP377,690$10.6M2.20%
22BERKSHIRE HATHAWAY INC DELBRK-A33,233$10.3M2.12%
23VIPER ENERGY PARTNERS LPVNOM335,807$9.4M1.94%
24PATTERSON-UTI ENERGY INCPTEN797,510$9.3M1.93%
25HOSTESS BRANDS INC44109J106365,889$9.1M1.88%
26CISCO SYS INCCSCO173,316$9.1M1.87%
27COMPASS MINERALS INTL INCCOMP259,450$8.9M1.84%
28CHORD ENERGY CORPORATIONCHRD61,865$8.3M1.72%
29SPIRIT RLTY CAP INC NEW84860W300208,181$8.3M1.71%
30ORACLE CORPORCL-PD87,373$8.1M1.68%
31PHILIP MORRIS INTL INC71817210983,030$8.1M1.67%
32AES CORPAES331,902$8.0M1.65%
33DEVON ENERGY CORP NEW25179M103156,338$7.9M1.64%
34WASTE CONNECTIONS INCWCN56,235$7.8M1.62%
35JOHNSON & JOHNSONJNJ49,872$7.7M1.60%
36CADENCE BANK12740C103366,817$7.6M1.57%
37TRAVELCENTERS OF AMERICA INC89421B10987,679$7.6M1.57%
38TEXAS CAP BANCSHARES INC88224Q107153,653$7.5M1.55%
39JPMORGAN CHASE & COVYLD54,477$7.1M1.47%
40BECTON DICKINSON & COBDX25,130$6.2M1.29%
41ZIMMER BIOMET HOLDINGS INCZBH46,893$6.1M1.25%
42PEPSICO INCPEP30,194$5.5M1.14%
43MORGAN STANLEYMS-PQ61,724$5.4M1.12%
44CATALENT INC14880610281,099$5.3M1.10%
45VERIZON COMMUNICATIONS INCVZ132,258$5.1M1.06%
46WILLSCOT MOBIL MINI HLDNG COWSC107,469$5.0M1.04%
47OPEN LENDING CORPLPRO681,769$4.8M0.99%
48APA CORPORATIONAPA93,142$3.4M0.69%
49VANGUARD INTL EQUITY INDEX F92204274224,292$2.2M0.46%
50VANGUARD INDEX FDS9229083632,590$973,8870.20%
51VANGUARD INTL EQUITY INDEX F9220427753,750$200,5130.04%