StockDriftsStockDriftsTop 39 Bernzott Capital Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | 10.34% | 154.1K | $21.7M | +391.28%(+122.75K) | $133.79(+11.08%) | 2025-12-31 | |
| CMCO | COLUMBUS MCKINNON CORP N Y | 4.44% | 540.8K | $9.3M | +82.96%(+245.22K) | $23.08(-34.44%) | 2025-12-31 | |
| SLGN | SILGAN HLDGS INC | 3.9% | 203.3K | $8.2M | +54.09%(+71.35K) | $44.43(-8.59%) | 2025-12-31 | |
| TIC | TIC SOLUTIONS INC | 3.81% | 792.5K | $8.0M | +6.78%(+50.35K) | $12.15(-37.10%) | 2025-12-31 | |
| VSH | VISHAY INTERTECHNOLOGY INC | 3.79% | 549.8K | $8.0M | +12.88%(+62.75K) | $18.53(+28.21%) | 2025-12-31 | |
| MP | MP MATERIALS CORP | 3.72% | 154.6K | $7.8M | +3.54%(+5.29K) | $28.30(+110.30%) | 2025-12-31 | |
| AROC | ARCHROCK INC | 3.6% | 290.6K | $7.6M | -0.31%(-914) | $25.08(+44.75%) | 2025-12-31 | |
| GDEN | GOLDEN ENTMT INC | 3.6% | 277.9K | $7.6M | -17.35%(-58.34K) | $35.04(-20.12%) | 2025-12-31 | |
| HLMN | HILLMAN SOLUTIONS CORP | 3.54% | 858.4K | $7.4M | -2.16%(-18.99K) | $8.05(+5.48%) | 2025-12-31 | |
| HHH | HOWARD HUGHES HOLDINGS INC | 3.53% | 93.1K | $7.4M | -1.93%(-1.83K) | $72.63(-10.43%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.17% | +23.11% |
| Top 20 Holdings Unweighted | +6.51% | +20.84% |
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