Bernzott U.S. Small Cap Value Fund
INVESTMENT MANAGERS SERIES TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2023 → Feb 29, 2024

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2023 Shares Feb 2024 Δ shares End % Δ value
NNN REIT INC 0 37,002 37,002 3.83% $1.51M
POTLATCHDELTIC CORP REIT 0 23,910 23,910 2.75% $1.08M
Security Shares Nov 2023 Shares Feb 2024 Δ shares End % Δ value
SPIRIT RLTY CAP INC 69,575 0 -69,575 0.00% -$2.87M
API GROUP CORP 73,415 0 -73,415 0.00% -$2.23M
EVERCORE INC A 14,420 0 -14,420 0.00% -$2.13M
ENCORE CAPITAL G 39,195 0 -39,195 0.00% -$1.76M

No positions in this category.

Security Shares Nov 2023 Shares Feb 2024 Δ shares End % Δ value
VIPER ENERGY INC 84,910 52,220 -32,690 4.81% -$729.70K
ARCHROCK INC 166,540 102,430 -64,110 4.77% -$541.77K
HALOZYME THERAPEUTICS INC 59,120 46,360 -12,760 4.70% -$437.03K
GRANITE CONSTRUCTION INC 71,730 34,670 -37,060 4.55% -$1.51M
HILLMAN SOLUTIONS CORP 289,260 177,900 -111,360 4.41% -$384.64K
ENOVIS CORP 46,380 28,520 -17,860 4.34% -$588.17K
TERRENO REALTY CORP 37,175 25,731 -11,444 4.21% -$468.56K
JANUS INTERNATIONAL GROUP INC 202,800 115,176 -87,624 4.21% -$486.76K
MARZETTI COMPANY/THE 12,665 7,855 -4,810 4.14% -$475.77K
ENCOMPASS HEALTH CORP 34,960 21,500 -13,460 4.07% -$678.74K
HCI GROUP INC 21,645 16,355 -5,290 4.07% -$238.27K
GENTEX CORP 70,385 43,295 -27,090 4.03% -$558.84K
PATTERSON-UTI ENERGY INC 136,555 136,545 -10 4.02% -$19.23K
HOWARD HUGHES HOLDINGS INC 32,280 19,850 -12,430 3.86% -$856.36K
MR COOPER GROUP INC 34,465 21,195 -13,270 3.85% -$575.04K
GOLDEN ENTERTAINMENT INC 55,615 39,515 -16,100 3.73% -$517.69K
SILGAN HOLDINGS INC 54,170 33,310 -20,860 3.73% -$797.33K
CHORD ENERGY CORP 14,255 8,765 -5,490 3.63% -$887.43K
MP MATERIALS CORP 99,700 93,540 -6,160 3.62% -$159.50K
NATL FUEL GAS CO 43,305 26,635 -16,670 3.31% -$901.27K
ARTISAN PARTNERS ASSET MANAGEMENT INC A 47,870 29,440 -18,430 3.23% -$534.32K
HILLENBRAND INC 42,040 25,850 -16,190 3.13% -$399.46K
PLEXUS CORP 20,220 12,440 -7,780 2.99% -$885.88K
UMB IB MONEY MARKET II / 2,477,301 787,482 -1,689,819 2.01% -$1.69M

No positions in this category.

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