Bernzott Capital Advisors

Position in MP — MP Materials Corp. / DE

CIK 1260468 Camarillo, CA

Position in MP

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

Position Value

$8,309,811

-$125,168 QoQ

Shares Held

148,363

-15.1% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

4.55%

of 13F equity value

Holder Rank

#100

of 750 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Bernzott Capital Advisors holds $8,309,811 across 1 Other Industrial Metals & Mining name. MP ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MP	MP Materials Corp. / DE This page	148,363	$8,309,811

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,309,811	148,363	-15.1%	Shares	Sole	2026-07-21
2026-03-31	$8,434,979	174,782	+13.1%	Shares	Sole	2026-04-30
2025-12-31	$7,809,078	154,574	+3.5%	Shares	Sole	2026-02-03
2025-09-30	$10,012,612	149,286	-51.8%	Shares	Sole	2025-10-28
2025-06-30	$10,301,789	309,642	-25.3%	Shares	Sole	2025-07-30
2025-03-31	$10,117,969	414,501	-2.9%	Shares	Sole	2025-05-05
2024-12-31	$6,657,908	426,789	-38.1%	Shares	Sole	2025-01-15
2024-09-30	$12,165,615	689,270	+43.4%	Shares	Sole	2024-10-25
2024-06-30	$6,119,107	480,684	-4.8%	Shares	Sole	2024-07-26
2024-03-31	$7,219,583	504,866	+23.9%	Shares	Sole	2024-05-01
2023-12-31	$8,089,450	407,529	+13.5%	Shares	Sole	2024-02-12
2023-09-30	$6,858,771	359,098	-25.3%	Shares	Sole	2023-10-23
2023-06-30	$10,994,183	480,515	+27.2%	Shares	Sole	2023-07-27
2023-03-31	$10,647,081	377,690	-44.6%	Shares	Sole	2023-04-27
2022-12-31	$16,563,257	682,177	+26.6%	Shares	Sole	2023-01-18
2022-09-30	$14,707,492	538,736	+5.5%	Shares	Sole	2022-12-22
2022-06-30	$16,380,080	510,601	+146.6%	Shares	Sole	2022-07-25
2022-03-31	$11,871,272	207,033	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.