BERNZOTT CAPITAL ADVISORS - Portfolio overview

BERNZOTT CAPITAL ADVISORS has 28 reported holdings in this dataset, with the latest filing dated 2025-10-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. HI - HILLENBRAND INC, 5.83%
2. MP - MP MATERIALS CORP, 5.54%
3. JJSF - J & J SNACK FOODS CORP, 5.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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