Michael Dziura
@Bernzott Capital Advisors
Latest period2024 - Q4ReportedManaged Assets$202.227MTotal holdings42
Assets growth rate-12.97%Assets growth rate (2-Q avg)-2.96%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Bernzott Capital Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 42 positions.
Assets under management
The assets under management (AUM) of Bernzott Capital Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 202.227M in assets, with a quarterly growth rate of -12.97% and a 2-quarter average growth rate of -2.96%. The portfolio is managed by Michael Dziura, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
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