BERNZOTT CAPITAL ADVISORS NVEE Holdings History
Number of Shares
391,649.00
Current Holdings Value*
$7.55 Mil
% of Portfolio
3.72%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
14.80%
BERNZOTT CAPITAL ADVISORS's NV5 Global Inc Holding Summary
As of 2025-03-31, BERNZOTT CAPITAL ADVISORS held 391,649.00 shares of NV5 Global Inc(NVEE), totaling $7.55 Mil. This investment constitutes 3.72% of their stock portfolio, and BERNZOTT CAPITAL ADVISORS now holds 0.6% of the outstanding NV5 Global Inc(NVEE) stock.
The initial trade took place in 2024Q4. And since then BERNZOTT CAPITAL ADVISORS has made 2 purchases of NVEE, at an average price of $20.13, for a total of 391,649.00 shares. Based on historical transaction data and NVEE's current price of $23.11, BERNZOTT CAPITAL ADVISORS's estimated gain on his NVEE holdings is $1.17 Mil, reflecting a 14.80% gain to date.
BERNZOTT CAPITAL ADVISORS NVEE ($23.11) Holding Chart
BERNZOTT CAPITAL ADVISORS NVEE ($23.11) 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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