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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 $256,196,297
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 26,906 $9,596,294 3.74%
2.
Howard Hughes Holdings Inc
 105,386 $9,015,772 3.51%
3.
Granite Construction Inc
 GVA 173,672 $8,832,958 3.44%
4.
Terreno Realty Corp
 TRNO 139,887 $8,766,718 3.42%
5.
Evercore Inc.
 EVR 49,171 $8,410,751 3.28%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)