Stock Taper 
BERNZOTT CAPITAL ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Janus International Group, Inc. | JBI | 1.2M | $6.66M |
 Hillman Solutions Corp. | HLMN | 769.62K | $6.5M |
 TIC Solutions, Inc. | TIC | 726.99K | $5.88M |
 CVB Financial Corp. | CVBF | 428.09K | $9.65M |
 Columbus McKinnon Corporation | CMCO | 397.29K | $6.01M |
 Rayonier Inc. REIT | RYN | 297.82K | $6.34M |
 Enovis Corporation | ENOV | 252.55K | $5.23M |
 Kite Realty Group Trust | KRG | 248.86K | $7.06M |
 Vishay Intertechnology, Inc. | VSH | 199.18K | $10.71M |
 WillScot Holdings Corporation | WSC | 187.75K | $5.42M |
 Archrock, Inc. | AROC | 176.32K | $7.18M |
 MP Materials Corp. | MP | 148.36K | $8.31M |
 Silgan Holdings Inc. | SLGN | 143.25K | $6.65M |
 NNN REIT, Inc. | NNN | 120.72K | $5.62M |
 Viper Energy, Inc. | VNOM | 115.26K | $4.89M |
 Lamb Weston Holdings, Inc. | LW | 96.02K | $4.15M |
 Devon Energy Corporation | DVN | 93.78K | $3.87M |
 Howard Hughes Holdings Inc. | HHH | 87.41K | $6.25M |
 Terreno Realty Corporation | TRNO | 80.74K | $5.23M |
 Halozyme Therapeutics, Inc. | HALO | 76.38K | $5.98M |