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Disclosery

Bernzott Capital Advisors: HI position timeline

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

Bernzott Capital Advisors held 0 HI shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -389,330 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 389,330 shares
    Change vs previous 13F +99,981 shares

    4.97% of the 13F portfolio, value $10,527,485.

    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).

  3. period ended2025-06-30
    13F 289,349 shares
    Change vs previous 13F +64,775 shares

    2.96% of the 13F portfolio, value $5,807,227.

    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).

  4. period ended2025-03-31
    13F 224,574 shares
    Change vs previous 13F +22,539 shares

    2.67% of the 13F portfolio, value $5,421,214.

    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).

  5. period ended2024-12-31
    13F 202,035 shares
    Change vs previous 13F -23,718 shares

    3.08% of the 13F portfolio, value $6,218,652.

    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).

  6. period ended2024-09-30
    13F 225,753 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $6,275,946.

    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).