Bernzott Capital Advisors: MP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on MP, newest first. How the timeline and the estimate are built.
Bernzott Capital Advisors held 148,363 MP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 148,363 sharesChange vs previous 13F -26,419 shares
3.33% of the 13F portfolio, value $8,309,812.
13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 174,782 sharesChange vs previous 13F +20,208 shares
4.04% of the 13F portfolio, value $8,434,979.
13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 154,574 sharesChange vs previous 13F +5,288 shares
3.72% of the 13F portfolio, value $7,809,078.
13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 149,286 sharesChange vs previous 13F -160,356 shares
4.73% of the 13F portfolio, value $10,012,612.
13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 309,642 sharesChange vs previous 13F -104,859 shares
5.26% of the 13F portfolio, value $10,301,789.
13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 414,501 sharesChange vs previous 13F -12,288 shares
4.98% of the 13F portfolio, value $10,117,969.
13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 426,789 sharesChange vs previous 13F -262,481 shares
3.29% of the 13F portfolio, value $6,657,908.
13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 689,270 sharesChange vs previous 13F not available
5.24% of the 13F portfolio, value $12,165,616.
13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).