Stock Taper 
BERNZOTT CAPITAL ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pool Corporation | POOL | 5.81K | $1.25M |
 Johnson & Johnson | JNJ | 22.15K | $5.63M |
 American Tower Corporation | AMT | 32.24K | $5.27M |
 HCI Group, Inc. | HCI | 35.74K | $6.26M |
 Becton, Dickinson and Company | BDX | 38.6K | $5.84M |
 Granite Construction Incorporated | GVA | 42.69K | $6.75M |
 Encompass Health Corporation | EHC | 49.72K | $5.03M |
 Sysco Corporation | SYY | 50.09K | $4.19M |
 National Fuel Gas Company | NFG | 64.29K | $4.96M |
 J&J Snack Foods Corp. | JJSF | 70.47K | $5.18M |
 Halozyme Therapeutics, Inc. | HALO | 76.38K | $5.98M |
 Terreno Realty Corporation | TRNO | 80.74K | $5.23M |
 Howard Hughes Holdings Inc. | HHH | 87.41K | $6.25M |
 Devon Energy Corporation | DVN | 93.78K | $3.87M |
 Lamb Weston Holdings, Inc. | LW | 96.02K | $4.15M |
 Viper Energy, Inc. | VNOM | 115.26K | $4.89M |
 NNN REIT, Inc. | NNN | 120.72K | $5.62M |
 Silgan Holdings Inc. | SLGN | 143.25K | $6.65M |
 MP Materials Corp. | MP | 148.36K | $8.31M |
 Archrock, Inc. | AROC | 176.32K | $7.18M |