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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 $195,878,633
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mp Materials Corp. / De
 MP 309,642 $10,301,789 5.26%
2.
Nv5 Global Inc.
 NVEE 400,319 $9,243,366 4.72%
3.
Janus International Group Inc.
 JBI 1,038,458 $8,453,048 4.32%
4.
American Tower Corp
 AMT 35,313 $7,804,879 3.98%
5.
J&J Snack Foods Corp
 JJSF 66,382 $7,528,391 3.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)