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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 Q3 2023 · Filed July 27, 2023 · Accession 0001398344-23-013557

Total Value
$463.2M
Positions
50
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (50)

#IssuerTicker / CUSIPSharesValue% of Filing
1API GROUP CORPAPG681,048$18.6M4.01%
2HOWARD HUGHES CORPHHH213,343$16.8M3.64%
3HCI GROUP INCHCIIP271,876$16.8M3.63%
4GRANITE CONSTR INCGVA400,228$15.9M3.44%
5HILLENBRAND INC431571108298,006$15.3M3.30%
6TERRENO RLTY CORP88146M101244,964$14.7M3.18%
7ENCOMPASS HEALTH CORPEHC211,683$14.3M3.09%
8SP PLUS CORP78469C103354,834$13.9M3.00%
9HILLMAN SOLUTIONS CORPHLMN1,477,829$13.3M2.87%
10GENTEX CORPGNTX447,136$13.1M2.82%
11TOPGOLF CALLAWAY BRANDS CORP131193104658,836$13.1M2.82%
12ARTISAN PARTNERS ASSET MGMT04316A108323,876$12.7M2.75%
13JANUS INTERNATIONAL GROUP INJBI1,153,362$12.3M2.65%
14EVERCORE INCEVR96,864$12.0M2.58%
15ENCORE CAP GROUP INCECR239,027$11.6M2.51%
16GOLDEN ENTMT INCNVGLF269,155$11.3M2.43%
17PATTERSON-UTI ENERGY INCPTEN930,517$11.1M2.40%
18BERKSHIRE HATHAWAY INC DELBRK-A32,404$11.0M2.39%
19MP MATERIALS CORPMP480,515$11.0M2.37%
20HALOZYME THERAPEUTICS INCHALO304,009$11.0M2.37%
21MR COOPER GROUP INC62482R107206,220$10.4M2.25%
22JAMES RIV GROUP LTDG5005R107516,633$9.4M2.04%
23CHORD ENERGY CORPORATIONCHRD59,970$9.2M1.99%
24WORLD KINECT CORPORATIONWKC442,737$9.2M1.98%
25HOSTESS BRANDS INC44109J106346,582$8.8M1.89%
26VIPER ENERGY PARTNERS LPVNOM315,447$8.5M1.83%
27JOHNSON & JOHNSONJNJ48,507$8.0M1.73%
28PHILIP MORRIS INTL INC71817210981,594$8.0M1.72%
29WASTE CONNECTIONS INCWCN54,810$7.8M1.69%
30JPMORGAN CHASE & COVYLD53,054$7.7M1.67%
31SPIRIT RLTY CAP INC NEW84860W300195,551$7.7M1.66%
32TEXAS CAP BANCSHARES INC88224Q107145,621$7.5M1.62%
33ZIMMER BIOMET HOLDINGS INCZBH51,075$7.4M1.61%
34DEVON ENERGY CORP NEW25179M103153,570$7.4M1.60%
35ORACLE CORPORCL-PD61,521$7.3M1.58%
36PLEXUS CORPPLXS69,619$6.8M1.48%
37CADENCE BANK12740C103344,270$6.8M1.46%
38AES CORPAES326,112$6.8M1.46%
39OPEN LENDING CORPLPRO640,647$6.7M1.45%
40BECTON DICKINSON & COBDX24,505$6.5M1.40%
41AMERICAN TOWER CORP NEW03027X10031,185$6.0M1.31%
42PEPSICO INCPEP29,573$5.5M1.18%
43APA CORPORATIONAPA154,198$5.3M1.14%
44MORGAN STANLEYMS-PQ60,545$5.2M1.12%
45WILLSCOT MOBIL MINI HLDNG COWSC102,319$4.9M1.06%
46ENOVIS CORPORATIONENOV63,760$4.1M0.88%
47VANGUARD INTL EQUITY INDEX F92204274224,147$2.3M0.51%
48VANGUARD INDEX FDS9229083632,753$1.1M0.24%
49VERIZON COMMUNICATIONS INCVZ17,275$642,4570.14%
50CISCO SYS INCCSCO5,685$294,1420.06%