BERNZOTT CAPITAL ADVISORS

PrivateCIK: 1260468
Location

CAMARILLO, CA

35
Positions
$249.87M
Total AUM (reported)
6.80M
Total Shares

Allocation by class

TOTAL AUM$249.87M35 positions
COM$150.20M60.1%
TT WRLD ST ETF$50.28M20.1%
COM CL A$13.73M5.5%
TOTAL BND MRKT$9.46M3.8%
COM NEW$7.06M2.8%
COMMON STOCK$6.66M2.7%
CL A$4.89M2.0%

Portfolio Concentration

Top 328.3%4–1020.8%11–2534.7%Rest16.2%TOP 1049.1%0%100%
Top 3$70.65M28.3%
4–10$52.07M20.8%
11–25$86.63M34.7%
Rest$40.53M16.2%

Top 3 weight

28.3%

Top 10 weight

49.1%

Voting Authority Distribution

Total shares with voting rights: 6.80M

Sole

Full voting authority

6.80M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares320.36K
TypeSH
Market value$50.28M
20.12%
Sole
320.36K
Shared
0.00
None
0.00

VISHAY INTERTECHNOLOGY INC

SOLE
COM
Shares199.18K
TypeSH
Market value$10.71M
4.29%
Sole
199.18K
Shared
0.00
None
0.00

CVB FINL CORP

SOLE
COM
Shares428.09K
TypeSH
Market value$9.65M
3.86%
Sole
428.09K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares128.90K
TypeSH
Market value$9.46M
3.79%
Sole
128.90K
Shared
0.00
None
0.00

MP MATERIALS CORP

SOLE
COM CL A
Shares148.36K
TypeSH
Market value$8.31M
3.33%
Sole
148.36K
Shared
0.00
None
0.00

ARCHROCK INC

SOLE
COM
Shares176.32K
TypeSH
Market value$7.18M
2.87%
Sole
176.32K
Shared
0.00
None
0.00

KITE REALTY GROUP TRUST

SOLE
COM NEW
Shares248.86K
TypeSH
Market value$7.06M
2.83%
Sole
248.86K
Shared
0.00
None
0.00

GRANITE CONSTR INC

SOLE
COM
Shares42.69K
TypeSH
Market value$6.75M
2.70%
Sole
42.69K
Shared
0.00
None
0.00

JANUS INTERNATIONAL GROUP IN

SOLE
COMMON STOCK
Shares1.20M
TypeSH
Market value$6.66M
2.67%
Sole
1.20M
Shared
0.00
None
0.00

SILGAN HLDGS INC

SOLE
COM
Shares143.25K
TypeSH
Market value$6.65M
2.66%
Sole
143.25K
Shared
0.00
None
0.00

HILLMAN SOLUTIONS CORP

SOLE
COM
Shares769.62K
TypeSH
Market value$6.50M
2.60%
Sole
769.62K
Shared
0.00
None
0.00

RAYONIER INC

SOLE
COM
Shares297.82K
TypeSH
Market value$6.34M
2.54%
Sole
297.82K
Shared
0.00
None
0.00

HCI GROUP INC

SOLE
COM
Shares35.74K
TypeSH
Market value$6.26M
2.51%
Sole
35.74K
Shared
0.00
None
0.00

HOWARD HUGHES HOLDINGS INC

SOLE
COM
Shares87.41K
TypeSH
Market value$6.25M
2.50%
Sole
87.41K
Shared
0.00
None
0.00

COLUMBUS MCKINNON CORP N Y

SOLE
COM
Shares397.29K
TypeSH
Market value$6.01M
2.41%
Sole
397.29K
Shared
0.00
None
0.00

HALOZYME THERAPEUTICS INC

SOLE
COM
Shares76.38K
TypeSH
Market value$5.98M
2.39%
Sole
76.38K
Shared
0.00
None
0.00

TIC SOLUTIONS INC

SOLE
COM
Shares726.99K
TypeSH
Market value$5.88M
2.35%
Sole
726.99K
Shared
0.00
None
0.00

BECTON DICKINSON & CO

SOLE
COM
Shares38.60K
TypeSH
Market value$5.84M
2.34%
Sole
38.60K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares22.15K
TypeSH
Market value$5.63M
2.25%
Sole
22.15K
Shared
0.00
None
0.00

NNN REIT INC

SOLE
COM
Shares120.72K
TypeSH
Market value$5.62M
2.25%
Sole
120.72K
Shared
0.00
None
0.00

WILLSCOT HLDGS CORP

SOLE
COM CL A
Shares187.75K
TypeSH
Market value$5.42M
2.17%
Sole
187.75K
Shared
0.00
None
0.00

AMERICAN TOWER CORP

SOLE
COM
Shares32.24K
TypeSH
Market value$5.27M
2.11%
Sole
32.24K
Shared
0.00
None
0.00

TERRENO RLTY CORP

SOLE
COM
Shares80.74K
TypeSH
Market value$5.23M
2.09%
Sole
80.74K
Shared
0.00
None
0.00

ENOVIS CORPORATION

SOLE
COM
Shares252.55K
TypeSH
Market value$5.23M
2.09%
Sole
252.55K
Shared
0.00
None
0.00

J & J SNACK FOODS CORP

SOLE
COM
Shares70.47K
TypeSH
Market value$5.18M
2.07%
Sole
70.47K
Shared
0.00
None
0.00
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