Holdings
Bernzott Capital Advisors
As of Jun 30, 2026, Bernzott Capital Advisors reported 31 positions worth US$183M. Largest: Vishay Intertechnology, Inc., Cvb Financial Corporation and Mp Materials Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vishay Intertechnology, Inc. | 199K | US$10.7M | −269K | Jun 30, 2026 |
| Cvb Financial Corporation | 428K | US$9.65M | +12,700 | Jun 30, 2026 |
| Mp Materials Corp. | 148K | US$8.31M | −26,419 | Jun 30, 2026 |
| Archrock, Inc. | 176K | US$7.18M | −73,191 | Jun 30, 2026 |
| Kite Realty Group Trust | 249K | US$7.06M | −25,318 | Jun 30, 2026 |
| Granite Construction Incorporated | 42,688 | US$6.75M | −11,994 | Jun 30, 2026 |
| Janus International Group, Inc. | 1.2M | US$6.66M | +124K | Jun 30, 2026 |
| Silgan Holdings Inc. | 143K | US$6.65M | −42,557 | Jun 30, 2026 |
| Hillman Solutions Corp. | 770K | US$6.5M | +15,767 | Jun 30, 2026 |
| Rayonier Inc. Reit | 298K | US$6.34M | +7,699 | Jun 30, 2026 |