Number of Shares
847,934.00
Current Holdings Value*
$6.97 Mil
% of Portfolio
3.43%
Total Estimate Gain
$-5.55 Mil
% of Total Estimate Gain
-32.17%

BERNZOTT CAPITAL ADVISORS's Patterson-UTI Energy Inc Holding Summary

As of 2025-03-31, BERNZOTT CAPITAL ADVISORS held 847,934.00 shares of Patterson-UTI Energy Inc(PTEN), totaling $6.97 Mil. This investment constitutes 3.43% of their stock portfolio, and BERNZOTT CAPITAL ADVISORS now holds 0.22% of the outstanding Patterson-UTI Energy Inc(PTEN) stock.

The initial trade took place in 2023Q1. And since then BERNZOTT CAPITAL ADVISORS has made 6 purchases of PTEN, at an average price of $12.77, for a total of 1.35 Mil shares. In addition, there have been 3 sales at an average price of $12.83 for 502,212.00 shares. Based on historical transaction data and PTEN's current price of $6.20, BERNZOTT CAPITAL ADVISORS's estimated gain on his PTEN holdings is $-5.55 Mil, reflecting a -32.17% gain to date.

BERNZOTT CAPITAL ADVISORS PTEN ($6.20) Holding Chart

BERNZOTT CAPITAL ADVISORS PTEN ($6.20) 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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