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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 Q4 2025 · Filed February 3, 2026 · Accession 0002000324-26-000391

Total Value
$210.2M
Positions
39
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (39)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042742154,124$21.7M10.34%
2COLUMBUS MCKINNON CORP N YCMCO540,807$9.3M4.44%
3SILGAN HLDGS INCSLGN203,262$8.2M3.90%
4TIC SOLUTIONS INCTICAW792,541$8.0M3.81%
5VISHAY INTERTECHNOLOGY INCVSH549,780$8.0M3.79%
6MP MATERIALS CORPMP154,574$7.8M3.72%
7ARCHROCK INCAROC290,620$7.6M3.60%
8GOLDEN ENTMT INCNVGLF277,948$7.6M3.60%
9HILLMAN SOLUTIONS CORPHLMN858,449$7.4M3.54%
10HOWARD HUGHES HOLDINGS INCHHH93,074$7.4M3.53%
11VANGUARD BD INDEX FDS92193783599,858$7.4M3.52%
12HCI GROUP INCHCIIP36,438$7.0M3.32%
13J & J SNACK FOODS CORPJJSF76,240$6.9M3.28%
14GRANITE CONSTR INCGVA59,066$6.8M3.24%
15KITE RLTY GROUP TR49803T300283,673$6.8M3.24%
16JOHNSON & JOHNSONJNJ32,570$6.7M3.21%
17POTLATCHDELTIC CORPORATION737630103154,965$6.2M2.93%
18AMERICAN TOWER CORP NEW03027X10032,605$5.7M2.72%
19JANUS INTERNATIONAL GROUP INJBI853,420$5.6M2.66%
20BECTON DICKINSON & COBDX28,573$5.5M2.64%
21MARZETTI COMPANYMZTI33,367$5.5M2.61%
22TERRENO RLTY CORP88146M10193,266$5.5M2.61%
23NNN REIT INCNNN137,029$5.4M2.58%
24ENOVIS CORPORATIONENOV199,596$5.3M2.53%
25ENCOMPASS HEALTH CORPEHC46,759$5.0M2.36%
26LAMB WESTON HLDGS INCLW118,053$4.9M2.35%
27HALOZYME THERAPEUTICS INCHALO67,794$4.6M2.17%
28VIPER ENERGY INCVNOM115,721$4.5M2.13%
29NATIONAL FUEL GAS CONFG50,695$4.1M1.93%
30DEVON ENERGY CORP NEW25179M103103,021$3.8M1.80%
31WILLSCOT HLDGS CORPWSC142,879$2.7M1.28%
32CHORD ENERGY CORPORATIONCHRD7,867$729,2740.35%
33VANGUARD INDEX FDS922908363438$274,7150.13%
34CANADIAN NAT RES LTD1363851014,000$135,4000.06%
35ORACLE CORPORCL-PD550$107,2010.05%
36MICROSOFT CORPMSFT70$33,8530.02%
37VANGUARD INTL EQUITY INDEX F922042775400$29,4240.01%
38GE VERNOVA INCGEV31$20,2610.01%
39TESLA INCTSLA10$4,4970.00%