Number of Shares
53,820.00
Current Holdings Value*
$8.03 Mil
% of Portfolio
3.95%
Total Estimate Gain
$2.18 Mil
% of Total Estimate Gain
7.57%

BERNZOTT CAPITAL ADVISORS's HCI Group Inc Holding Summary

As of 2025-03-31, BERNZOTT CAPITAL ADVISORS held 53,820.00 shares of HCI Group Inc(HCI), totaling $8.03 Mil. This investment constitutes 3.95% of their stock portfolio, and BERNZOTT CAPITAL ADVISORS now holds 0.47% of the outstanding HCI Group Inc(HCI) stock.

The initial trade took place in 2022Q1. And since then BERNZOTT CAPITAL ADVISORS has made 4 purchases of HCI, at an average price of $66.71, for a total of 431,801.00 shares. In addition, there have been 9 sales at an average price of $62.19 for 377,981.00 shares. Based on historical transaction data and HCI's current price of $138.99, BERNZOTT CAPITAL ADVISORS's estimated gain on his HCI holdings is $2.18 Mil, reflecting a 7.57% gain to date.

BERNZOTT CAPITAL ADVISORS HCI ($138.99) Holding Chart

BERNZOTT CAPITAL ADVISORS HCI ($138.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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