BERNZOTT CAPITAL ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JBI | 1.04M | $10.23M |
 | HLMN | 877K | $8.05M |
 | TIC | 742K | $9.88M |
 | VSH | 487K | $7.45M |
 | HI | 389K | $10.53M |
 | GDEN | 336K | $7.93M |
 | CMCO | 296K | $4.24M |
 | KRG | 292K | $6.51M |
 | AROC | 292K | $7.67M |
 | ENOV | 235K | $7.13M |
 | PCH | 190K | $7.73M |
 | WSC | 166K | $3.50M |
 | NNN | 156K | $6.64M |
 | MP | 149K | $10.01M |
 | SLGN | 132K | $5.67M |
 | LW | 116K | $6.71M |
 | VNOM | 112K | $4.26M |
 | DVN | 107K | $3.75M |
 | TRNO | 103K | $5.87M |
 | JJSF | 103K | $9.90M |
Janus International Group, Inc.
JBI
Shares Held
1.04M
Value
$10.23M
Hillman Solutions Corp.
HLMN
Shares Held
877K
Value
$8.05M
TIC Solutions, Inc.
TIC
Shares Held
742K
Value
$9.88M
Vishay Intertechnology, Inc.
VSH
Shares Held
487K
Value
$7.45M
Hillenbrand, Inc.
HI
Shares Held
389K
Value
$10.53M
Golden Entertainment, Inc.
GDEN
Shares Held
336K
Value
$7.93M
Columbus McKinnon Corporation
CMCO
Shares Held
296K
Value
$4.24M
Kite Realty Group Trust
KRG
Shares Held
292K
Value
$6.51M
Archrock, Inc.
AROC
Shares Held
292K
Value
$7.67M
Enovis Corporation
ENOV
Shares Held
235K
Value
$7.13M
PotlatchDeltic Corporation
PCH
Shares Held
190K
Value
$7.73M
WillScot Holdings Corporation
WSC
Shares Held
166K
Value
$3.50M
NNN REIT, Inc.
NNN
Shares Held
156K
Value
$6.64M
MP Materials Corp.
MP
Shares Held
149K
Value
$10.01M
Silgan Holdings Inc.
SLGN
Shares Held
132K
Value
$5.67M
Lamb Weston Holdings, Inc.
LW
Shares Held
116K
Value
$6.71M
Viper Energy, Inc.
VNOM
Shares Held
112K
Value
$4.26M
Devon Energy Corporation
DVN
Shares Held
107K
Value
$3.75M
Terreno Realty Corporation
TRNO
Shares Held
103K
Value
$5.87M
J&J Snack Foods Corp.
JJSF
Shares Held
103K
Value
$9.90M