BERNZOTT CAPITAL ADVISORS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JBI | 1.08M | $5.54M |
 | TIC | 804K | $5.29M |
 | HLMN | 754K | $6.27M |
 | VSH | 468K | $8.43M |
 | CMCO | 454K | $6.59M |
 | CVBF | 415K | $8.05M |
 | ENOV | 294K | $6.69M |
 | RYN | 290K | $5.98M |
 | KRG | 274K | $6.73M |
 | AROC | 250K | $8.68M |
 | SLGN | 186K | $7.21M |
 | MP | 175K | $8.43M |
 | WSC | 163K | $2.83M |
 | LW | 144K | $6.10M |
 | VNOM | 138K | $6.47M |
 | NNN | 136K | $5.71M |
 | DVN | 122K | $6.15M |
 | TRNO | 91K | $5.57M |
 | HHH | 90K | $5.71M |
 | JJSF | 88K | $6.99M |
Janus International Group, Inc.
JBI
Shares Held
1.08M
Value
$5.54M
TIC Solutions, Inc.
TIC
Shares Held
804K
Value
$5.29M
Hillman Solutions Corp.
HLMN
Shares Held
754K
Value
$6.27M
Vishay Intertechnology, Inc.
VSH
Shares Held
468K
Value
$8.43M
Columbus McKinnon Corporation
CMCO
Shares Held
454K
Value
$6.59M
CVB Financial Corp.
CVBF
Shares Held
415K
Value
$8.05M
Enovis Corporation
ENOV
Shares Held
294K
Value
$6.69M
Rayonier Inc.
RYN
Shares Held
290K
Value
$5.98M
Kite Realty Group Trust
KRG
Shares Held
274K
Value
$6.73M
Archrock, Inc.
AROC
Shares Held
250K
Value
$8.68M
Silgan Holdings Inc.
SLGN
Shares Held
186K
Value
$7.21M
MP Materials Corp.
MP
Shares Held
175K
Value
$8.43M
WillScot Holdings Corporation
WSC
Shares Held
163K
Value
$2.83M
Lamb Weston Holdings, Inc.
LW
Shares Held
144K
Value
$6.10M
Viper Energy, Inc.
VNOM
Shares Held
138K
Value
$6.47M
NNN REIT, Inc.
NNN
Shares Held
136K
Value
$5.71M
Devon Energy Corporation
DVN
Shares Held
122K
Value
$6.15M
Terreno Realty Corporation
TRNO
Shares Held
91K
Value
$5.57M
Howard Hughes Holdings Inc.
HHH
Shares Held
90K
Value
$5.71M
J&J Snack Foods Corp.
JJSF
Shares Held
88K
Value
$6.99M