Long-term investor
Bernzott Capital Advisors @bernzottcapitaladvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001260468).
Record
- Tracked since 2025-06-30 (446 days), 77 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +1.8% · all +1.8%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922042742 · 20.1% · long · since 2025-06-30
- VSH · 4.3% · long · since 2025-06-30
- CVBF · 3.9% · long · since 2026-03-31
- 921937835 · 3.8% · long · since 2025-12-31
- MP · 3.3% · long · since 2025-06-30
- AROC · 2.9% · long · since 2025-06-30
- KRG · 2.8% · long · since 2025-06-30
- 387328107 · 2.7% · long · since 2025-06-30
- JBI · 2.7% · long · since 2025-06-30
- SLGN · 2.7% · long · since 2025-06-30
- HLMN · 2.6% · long · since 2025-06-30
- RYN · 2.5% · long · since 2026-03-31