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Home > Institutional Investor > Bernzott Capital Advisors > Profile

Instuitional Investor - Bernzott Capital Advisors

Fund Profile
Filing Period:
Fund Name: Bernzott Capital Advisors
Portfolio Value $202,227,022
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Hci Group Inc.
 HCI 76,789 $8,948,183 4.42%
2.
Howard Hughes Holdings Inc
 99,506 $7,654,002 3.78%
3.
National Fuel Gas Co
 NFG 123,225 $7,477,293 3.69%
4.
Silgan Holdings Inc
 SLGN 141,887 $7,385,218 3.65%
5.
Mr. Cooper Group Inc.
 COOP 74,427 $7,145,736 3.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)