0001260468-15-000002.txt : 20150210 0001260468-15-000002.hdr.sgml : 20150210 20150209193457 ACCESSION NUMBER: 0001260468-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150210 DATE AS OF CHANGE: 20150209 EFFECTIVENESS DATE: 20150210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BERNZOTT CAPITAL ADVISORS CENTRAL INDEX KEY: 0001260468 IRS NUMBER: 770469710 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10523 FILM NUMBER: 15590039 BUSINESS ADDRESS: STREET 1: 888 WEST VENTURA BLVD. SUITE B CITY: CAMARILLO STATE: CA ZIP: 93010-8383 BUSINESS PHONE: 8053899445 MAIL ADDRESS: STREET 1: 888 WEST VENTURA BLVD. SUITE B CITY: CAMARILLO STATE: CA ZIP: 93010-8383 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001260468 XXXXXXXX 12-31-2014 12-31-2014 BERNZOTT CAPITAL ADVISORS

888 WEST VENTURA BLVD. SUITE B CAMARILLO CA 93010-8383

13F HOLDINGS REPORT 028-10523 N Hans Walsh 804-389-9445 Hans Walsh Camarillo CA 02-09-2015 0 52 459780 false INFORMATION TABLE 2 inftable.xml Apple Computer COM 037833100 609 5516 SH SOLE 5516 0 0 Broadridge COM 11133T103 15963 345660 SH SOLE 335010 0 10650 Cinemark COM 17243v102 16629 467370 SH SOLE 452370 0 15000 Cintas COM 172908105 8909 113580 SH SOLE 112630 0 950 Cisco COM 17275r102 10398 373820 SH SOLE 368420 0 5400 Clean Harbors COM 184496107 14085 293130 SH SOLE 284180 0 8950 Compass Minerals COM 20451n101 12370 142465 SH SOLE 137765 0 4700 Dresser-Rand COM 261608103 12488 152665 SH SOLE 148165 0 4500 Equifax COM 294429105 8846 109380 SH SOLE 107980 0 1400 Exxon Mobil COM 30231g102 407 4400 SH SOLE 4400 0 0 FTI Consulting COM 302941109 17173 444550 SH SOLE 429750 0 14800 Gentex COM 371901109 18982 1050740 SH SOLE 1018340 0 32400 Hasbro COM 418056107 7341 133500 SH SOLE 126900 0 6600 Hill-Rom Holdings COM 431475102 15802 346390 SH SOLE 335690 0 10700 Hillenbrand COM 431571108 20056 581331 SH SOLE 560431 0 20900 Innophos COM 45774n108 13021 222780 SH SOLE 216180 0 6600 Intel COM 458140100 5093 140330 SH SOLE 138130 0 2200 Jack Henry COM 426281101 7936 127719 SH SOLE 126416 0 1303 Johnson & Johnson COM 478160104 5337 51039 SH SOLE 50139 0 900 Knowles COM 49926D109 14553 617965 SH SOLE 599515 0 18450 Landauer COM 51476k103 15358 449850 SH SOLE 436650 0 13200 Landstar System COM 515098101 5434 74925 SH SOLE 69525 0 5400 Masimo COM 574795100 16267 617565 SH SOLE 599165 0 18400 McDonalds COM 580135101 1871 19970 SH SOLE 19970 0 0 Microsoft COM 594918104 9162 197245 SH SOLE 194045 0 3200 Mistras Group COM 60649t107 17990 981445 SH SOLE 951745 0 29700 Newell Rubbermaid COM 651229106 8133 213510 SH SOLE 211610 0 1900 NextEra Energy COM 65339f101 332 3125 SH SOLE 3125 0 0 Owens-Illinois COM 690768403 13882 514335 SH SOLE 497235 0 17100 Pepsico COM 713448108 5669 59955 SH SOLE 58855 0 1100 PetSmart COM 716768106 11734 144335 SH SOLE 139735 0 4600 Philip Morris COM 718172109 1902 23350 SH SOLE 23350 0 0 Procter & Gamble COM 742718109 215 2355 SH SOLE 2355 0 0 Rayonier Adv Materials COM 75508b104 11508 516075 SH SOLE 499375 0 16700 SP Plus COM 78469c103 21675 859090 SH SOLE 833290 0 25800 Synopsys COM 871607107 16645 382910 SH SOLE 370010 0 12900 Sysco COM 871829107 337 8500 SH SOLE 8500 0 0 Teleflex COM 879369106 11243 97921 SH SOLE 94691 0 3230 Thermo Fisher Scientific COM 883556102 5231 41755 SH SOLE 41215 0 540 Total System Services COM 891906109 18387 541441 SH SOLE 522641 0 18800 Verint Systems COM 92343x100 17620 302325 SH SOLE 292825 0 9500 Verizon COM 92343v104 5513 117851 SH SOLE 116551 0 1300 WD-40 COM 929236107 9463 111230 SH SOLE 106930 0 4300 Zimmer Holdings COM 98956P102 3929 34640 SH SOLE 34360 0 280 Alerian MLP ETF 00162q866 271 15460 SH SOLE 15460 0 0 iShares LQD ETF 464287242 307 2575 SH SOLE 2575 0 0 iShares PFF ETF 464288687 268 6795 SH SOLE 6795 0 0 SPDR RWX ETF 78463x863 210 5060 SH SOLE 5060 0 0 Vanguard BND ETF 921937835 663 8050 SH SOLE 8050 0 0 Vanguard VCSH ETF 92206c409 342 4300 SH SOLE 4300 0 0 Vanguard VEU ETF 922042775 1396 29800 SH SOLE 29800 0 0 Vanguard VOO ETF 922908363 825 4380 SH SOLE 4380 0 0