Bernzott Capital Advisors

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
HCI Group, Inc.
HCI
$10.13M0.8387,294-2.55%-$265,241.354.01
Golden Entertainment, Inc.
GDEN
$8.87M0.83240,904+37.94%+$2.44M3.51
Hillman Solutions Corp.
HLMN
$8.92M0.43838,614+8.14%+$671,703.203.53
Janus International Group, Inc.
JBI
$8.88M0.4587,023-1.37%-$123,264.113.52
Granite Construction Incorporated
GVA
$9.08M0.36158,921-8.49%-$842,722.063.59
MP Materials Corp.
MP
$7.22M0.31504,866+23.89%+$1.39M2.86
Archrock, Inc.
AROC
$7.73M0.25393,148+77.48%+$3.38M3.06
PotlatchDeltic Corporation
PCH
$8.65M0.23183,936New+$8.65M3.42
Hillenbrand, Inc.
HI
$7.79M0.22154,980+0.25%+$19,160.463.09
Howard Hughes Holdings Inc.
HHH
$7.63M0.21105,009-0.36%-$27,377.743.02
Patterson-UTI Energy, Inc.
PTEN
$8.7M0.18728,451+12.04%+$934,853.713.44
National Fuel Gas Company
NFG
$8.34M0.17155,170+33.65%+$2.1M3.3
Halozyme Therapeutics, Inc.
HALO
$8.53M0.17209,804+67.87%+$3.45M3.38
Silgan Holdings Inc.
SLGN
$8.43M0.16173,592+15.19%+$1.11M3.34
Artisan Partners Asset Management Inc.
APAM
$5.93M0.16129,649-10.04%-$662,477.022.35
Lancaster Colony Corporation
LANC
$8.18M0.1439,410-16.61%-$1.63M3.24
Mr. Cooper Group Inc.
COOP
$7.05M0.1490,467-9.73%-$759,778.692.79
Terreno Realty Corporation
TRNO
$8.58M0.13129,149-7.68%-$713,003.233.4
Viper Energy Partners LP
VNOM
$7.41M0.11192,645-15.44%-$1.35M2.93
National Retail Properties, Inc.
NNN
$7.37M0.09172,542+12.55%+$822,360.332.92
Blackstone Secured Lending Fund
BXSL
$5.66M0.09181,839+3.17%+$173,972.762.24
Encompass Health Corporation
EHC
$7.7M0.0993,270-7.35%-$610,763.223.05
WillScot Mobile Mini Holdings Corp.
WSC
$6.15M0.07132,151+62.31%+$2.36M2.43
APA Corporation
APA
$7.26M0.06211,246+64.05%+$2.84M2.88
Plexus Corp.
PLXS
$880,404.000.039,285-66.63%-$1.76M0.35
Enovis Corporation
ENOV
$931,754.000.0314,920-75.78%-$2.92M0.37
Devon Energy Corporation
DVN
$7.62M0.02151,841+17.47%+$1.13M3.02
Zimmer Biomet Holdings, Inc.
ZBH
$6.03M0.0245,651+4.46%+$256,964.292.38
Chord Energy Corporation
CHRD
$860,899.000.014,830-74.81%-$2.56M0.34
Becton, Dickinson and Company
BDX
$6.34M0.0125,633+27.34%+$1.36M2.51
American Tower Corporation
AMT
$7.82M0.0139,599+39.95%+$2.23M3.1
Morgan Stanley
MS
$6.91M<0.0173,424+40.11%+$1.98M2.74
PepsiCo, Inc.
PEP
$6.83M<0.0139,029+28.62%+$1.52M2.7
Oracle Corporation
ORCL
$7.25M<0.0157,688+15.08%+$949,362.132.87
Johnson & Johnson
JNJ
$6.98M<0.0144,148+5.83%+$385,030.542.77
Vanguard Total World Stock Index Fund
VT
$3.55M<0.0132,150+15.91%+$487,524.081.41
Vanguard 500 Index Fund
VOO
$397,335.00<0.01827-71.13%-$979,164.120.16