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Disclosery

Bernzott Capital Advisors: HCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on HCI, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 35,740 HCI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,740 shares
    Change vs previous 13F +712 shares

    2.51% of the 13F portfolio, value $6,263,435.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,028 shares
    Change vs previous 13F -1,410 shares

    2.6% of the 13F portfolio, value $5,415,732.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,438 shares
    Change vs previous 13F -771 shares

    3.32% of the 13F portfolio, value $6,984,732.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,209 shares
    Change vs previous 13F -446 shares

    3.37% of the 13F portfolio, value $7,141,537.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,655 shares
    Change vs previous 13F -16,165 shares

    2.93% of the 13F portfolio, value $5,731,164.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,820 shares
    Change vs previous 13F -22,969 shares

    3.95% of the 13F portfolio, value $8,031,573.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 76,789 shares
    Change vs previous 13F -7,568 shares

    4.42% of the 13F portfolio, value $8,948,183.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 84,357 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $9,031,266.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).