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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 21, 2025 | AMG Frontier Small Cap Growth | 13.9% | -2.5% | AMTM, ATI, DAR, EXP, FTAI, GVA, INDI, LTH, MAT, ODD, PGY, SAIA, SANM, SIMO, STRL | AI, growth, infrastructure, Logistics, semiconductors, small cap, technology | Several semiconductor positions are experiencing recovery after multi-year inventory drawdown from Covid supply chain issues. Silicon Motion is positioned to gain market share with next-generation PCIe Gen 5 technology and new data center design wins with NVIDIA. indie Semiconductor is capitalizing on automotive driver assistance launches starting in second half 2025. | LTH SAIA ODD STRL INDI SIMO ATI PGY SAIA ODD STRL LTH INDI SIMO ATI PGY |
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| 2023 Q1 | Mar 31, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ATSG, BV, GVA, HALO, HCI, HLMN, PTEN, SRCL, TA, TCBI, WSC | Banking, Commercial real estate, Quality, small caps, value | Manager emphasizes commitment to investment philosophy focused on high quality businesses with attractive cash flow and strong balance sheets. Attention to valuation should support investment returns as current interest rate regime inhibits valuation expansion. Small cap valuations look attractive relative to large caps. | PTEN HLMN |
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| 2022 Q4 | Feb 22, 2023 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | BV, GV, GVA, HALO, HHC, JRVR, KN, MP, QUOT, SP, SSTK, UPLD, VNOM | - | View | ||
| 2023 Q4 | Jan 30, 2024 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, APG, ECPG, GVA, HALO, HCI, JRVR, NNN, PTEN, SP, SRC | energy, financials, infrastructure, Quality, real estate, small caps, value | Small caps led the market rally in Q4 with 14.0% returns, outperforming large caps. Despite the rally, small caps trade at over a 3-turn discount to large caps, which the manager believes should narrow over time. The broadening out of market returns should benefit small caps, as historically when large cap returns broaden, small caps tend to outperform. | NNN COO|CW|DKNG|FSS|HALO|ZD PTEN GVA AFM CN|B4B GR|BLU SJ|COH SJ|HCI|KO|KSPI|MGROS TI|MTN SJ|NE|NPK SJ|OCE SJ|PPI|PRX NA|SAHOL TI|SES|WINE LN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Bernzott Capital Advisors - US Small Cap | Granite Construction | Industrials | Construction & Engineering | Bull | NYSE | construction, contract backlog, Engineering services, Government Spending, Heavy Civil, infrastructure, margin expansion | View Pitch |
| Sep 16, 2025 | Short Thesis | Glass House Research | Granite Construction Inc | Industrials | Construction & Engineering | Bear | NYSE | backlog, construction, Execution, infrastructure, Margins | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Daniel Jones | Granite Construction | Industrials | Engineering & Construction | Bull | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||