BERNZOTT CAPITAL ADVISORS
BERNZOTT CAPITAL ADVISORS reported 35 positions worth $249.9M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VT (20.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VT | SH | $50.3M | 20.12% | 320,364 | — | — | |
| ▸ 2 | VSH | SH | $10.7M | 4.29% | 199,184 | — | — | |
| ▸ 3 | CVBF | SH | $9.7M | 3.86% | 428,089 | — | — | |
| ▸ 4 | BND | SH | $9.5M | 3.79% | 128,896 | — | — | |
| ▸ 5 | MP | SH | $8.3M | 3.33% | 148,363 | — | — | |
| ▸ 6 | AROC | SH | $7.2M | 2.87% | 176,324 | — | — | |
| ▸ 7 | KRG | SH | $7.1M | 2.83% | 248,864 | — | — | |
| ▸ 8 | GVA | SH | $6.7M | 2.70% | 42,688 | — | — | |
| ▸ 9 | JBI | SH | $6.7M | 2.67% | 1,200,545 | — | — | |
| ▸ 10 | SLGN | SH | $6.6M | 2.66% | 143,252 | — | — |
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Frequently Asked Questions
What stocks does BERNZOTT CAPITAL ADVISORS hold as of Q2 2026?
BERNZOTT CAPITAL ADVISORS reported 35 positions worth $249.9M in its Q2 2026 13F filing. Largest positions: VT (20.1%), VSH (4.3%), CVBF (3.9%), BND (3.8%) and MP (3.3%).
What did BERNZOTT CAPITAL ADVISORS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BERNZOTT CAPITAL ADVISORS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.