Bernzott Capital Advisors Portfolio Holdings
Bernzott Capital Advisors
- $195 Million
- Q1 2025
Bernzott Capital Advisors has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $195 Million distributed in 38 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mp Materials Corp. with a value of $10.1M, Hci Group, Inc. with a value of $8.03M, American Tower Corp with a value of $7.96M, Potlatchdeltic Corp with a value of $7.65M, and Nv5 Global, Inc. with a value of $7.55M.
Examining the 13F form we can see an increase of $1.45M in the current position value, from $194M to 195M.
Below you can find more details about Bernzott Capital Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$195 Million
Industrials: $48.7 Million
Real Estate: $33.9 Million
Healthcare: $27.1 Million
Energy: $22.7 Million
Consumer Defensive: $19.6 Million
Consumer Cyclical: $11.5 Million
Technology: $10.3 Million
Basic Materials: $10.1 Million
Other: $11.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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