Bernzott Capital Advisors

Position in HCI — HCI Group, Inc.

CIK 1260468 Camarillo, CA

Position in HCI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$6,263,435

+$847,756 QoQ

Shares Held

35,740

+2.0% QoQ

Ownership

0.287%

of shares outstanding

% of Portfolio

3.43%

of 13F equity value

Holder Rank

#39

of 286 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bernzott Capital Advisors holds $6,263,435 across 1 Insurance - Property & Casualty name. HCI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HCI	HCI Group, Inc. This page	35,740	$6,263,435

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,263,435	35,740	+2.0%	Shares	Sole	2026-07-21
2026-03-31	$5,415,679	35,028	-3.9%	Shares	Sole	2026-04-30
2025-12-31	$6,984,800	36,438	-2.1%	Shares	Sole	2026-02-03
2025-09-30	$7,141,523	37,209	-1.2%	Shares	Sole	2025-10-28
2025-06-30	$5,731,091	37,655	-30.0%	Shares	Sole	2025-07-30
2025-03-31	$8,031,558	53,820	-29.9%	Shares	Sole	2025-05-05
2024-12-31	$8,948,222	76,789	-9.0%	Shares	Sole	2025-01-15
2024-09-30	$9,031,260	84,357	+8.0%	Shares	Sole	2024-10-25
2024-06-30	$7,200,320	78,120	-10.5%	Shares	Sole	2024-07-26
2024-03-31	$10,133,087	87,294	-2.6%	Shares	Sole	2024-05-01
2023-12-31	$7,829,204	89,579	-11.6%	Shares	Sole	2024-02-12
2023-09-30	$5,502,562	101,355	-62.7%	Shares	Sole	2023-10-23
2023-06-30	$16,796,499	271,876	-5.9%	Shares	Sole	2023-07-27
2023-03-31	$15,483,592	288,873	-27.6%	Shares	Sole	2023-04-27
2022-12-31	$15,792,015	398,889	+5.8%	Shares	Sole	2023-01-18
2022-09-30	$14,777,498	376,977	-6.6%	Shares	Sole	2022-12-22
2022-06-30	$27,351,459	403,652	+20.9%	Shares	Sole	2022-07-25
2022-03-31	$22,765,779	333,907	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.