BERNZOTT CAPITAL ADVISORS PCH β€” POTLATCHDELTIC CORPORATION

Ownership history in BERNZOTT CAPITAL ADVISORS  Β·  8 quarters on record

AI Ownership Summary

BERNZOTT CAPITAL ADVISORS reported POTLATCHDELTIC CORPORATION (PCH) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.77% in 2025 Q1. The latest visible filing shows PCH at 2.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PCH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BERNZOTT CAPITAL ADVISORS's position in POTLATCHDELTIC CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PCH was reported at 2.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.77% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PCH stock page BERNZOTT CAPITAL ADVISORS fund profile BERNZOTT CAPITAL ADVISORS full holdings
How BERNZOTT CAPITAL ADVISORS held PCH β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 154,965 -34,757 -18.3% 2.93% $6.2M 2026-02-14 (Est.) $39.72
2025 Q3 REDUCED β€” β€” β€” 189,722 -1,802 -0.9% 3.65% $7.7M 2025-10-28 $41.59
2025 Q2 ADDED β€” β€” β€” 191,524 +21,954 +12.9% 3.75% $7.3M 2025-07-30 $41.37
2025 Q1 ADDED β€” β€” β€” 169,570 +4,095 +2.5% 3.77% $7.7M 2025-05-05 $37.34
2024 Q4 REDUCED β€” β€” β€” 165,475 -22,031 -11.7% 3.21% $6.5M 2025-01-15 $39.19
2024 Q3 ADDED β€” β€” β€” 187,506 +13,390 +7.7% 3.64% $8.4M 2024-10-25 $39.98
2024 Q2 REDUCED β€” β€” β€” 174,116 -9,820 -5.3% 3.16% $6.9M 2024-07-26 $40.39
2024 Q1 INITIATED β€” β€” β€” 183,936 β€” β€” 3.42% $8.6M 2024-05-01 $37.82

🏒 Other funds also holding PCH

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About BERNZOTT CAPITAL ADVISORS and PCH

These are the practical questions this page is built to answer before you even open the full history table.

How long has BERNZOTT CAPITAL ADVISORS reported owning PCH?

BERNZOTT CAPITAL ADVISORS reported PCH across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PCH position in BERNZOTT CAPITAL ADVISORS's portfolio?

The largest reported portfolio weight for PCH was 3.77% in 2025 Q1.

What is the latest reported PCH position on this page?

The most recent filing on this page is 2025 Q4, when BERNZOTT CAPITAL ADVISORS reported 154,965 shares, equal to 2.93% of portfolio, with an estimated market value of $6.2M.

What does the chart on this PCH ownership page compare?

The chart compares BERNZOTT CAPITAL ADVISORS's quarterly PCH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BERNZOTT CAPITAL ADVISORS time their PCH position?

Based on 13F filing dates vs. subsequent PCH price moves, BERNZOTT CAPITAL ADVISORS correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on PCH relative to SPY over the holding period was -16.6%.

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