SEIZERT CAPITAL PARTNERS, LLC Q1 2020 Filing

Filed May 5, 2020

Portfolio Value

$1.4B

Holdings

188

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (188 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$49.9M
LSXMKUSDLIBERTY MEDIA CORP DELAWARE CO
$48.9M
AAPLAPPLE INC COM
$47.4M
FWONALIBERTY MEDIA CORP SERIES C LI
$45.9M
DISCKUSDDISCOVERY INC COM SER C
$42.3M
WDCWESTERN DIGITAL CORP. COM
$38.2M
NTAPNETAPP INC COM
$36.9M
JNJJOHNSON & JOHNSON COM
$36.3M
AYIACUITY BRANDS INC COM
$36.1M
BIIBBIOGEN INC COM
$35.6M
MSFTMICROSOFT CORP COM
$34.2M
CSCOCISCO SYS INC COM
$33.4M
JPMJPMORGAN CHASE & CO COM
$32.6M
AMGNAMGEN INC COM
$30.9M
LBRDKLIBERTY BROADBAND CORP COM SER
$28.3M
LBRDALIBERTY BROADBAND CORP COM SER
$28.1M
MCKMCKESSON CORP COM
$28.0M
CMICUMMINS INC COM
$27.5M
AWMSKYWORKS SOLUTIONS INC COM
$25.5M
CVSCVS HEALTH CORP COM
$24.7M
GSGOLDMAN SACHS GROUP INC COM
$22.8M
VZVERIZON COMMUNICATIONS INC COM
$22.2M
EBAEBAY INC. COM
$22.2M
GOOGLALPHABET INC CAP STK CL A
$21.9M
EXPEEXPEDIA GROUP INC COM NEW
$20.8M
TTTRANE TECHNOLOGIES PLC SHS
$20.3M
BACBK OF AMERICA CORP COM
$20.2M
GILDGILEAD SCIENCES INC COM
$20.2M
WMTWALMART INC COM
$19.9M
REGNREGENERON PHARMACEUTICALS COM
$19.8M
FFIVF5 NETWORKS INC COM
$19.5M
DGXQUEST DIAGNOSTICS INC COM
$19.2M
LSTRLANDSTAR SYS INC COM
$18.4M
ELVANTHEM INC COM
$18.4M
ORCLORACLE CORP COM
$18.0M
INTCINTEL CORP COM
$17.6M
MSMMSC INDL DIRECT INC CL A
$16.9M
METAFACEBOOK INC CL A
$16.3M
COFCAPITAL ONE FINL CORP COM
$13.6M
PACWUSDPACWEST BANCORP DEL COM
$12.0M
HHC*HOWARD HUGHES CORP COM
$11.2M
RHIROBERT HALF INTL INC COM
$10.7M
WFCWELLS FARGO CO NEW COM
$10.2M
SYYSYSCO CORP COM
$9.3M
CHKPCHECK POINT SOFTWARE TECH LTD
$9.2M
UHSUNIVERSAL HLTH SVCS INC CL B
$8.2M
XOMEXXON MOBIL CORP COM
$8.0M
UTHRUNITED THERAPEUTICS CORP DEL C
$7.8M
DFSEURDISCOVER FINL SVCS COM
$7.5M
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$7.4M
CTXSEURCITRIX SYS INC COM
$7.3M
GHCGRAHAM HLDGS CO COM
$7.0M
CHRWC H ROBINSON WORLDWIDE INC COM
$6.6M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$6.5M
NOCNORTHROP GRUMMAN CORP COM
$6.3M
LRCXEURLAM RESEARCH CORP COM
$6.0M
DLXDELUXE CORP COM
$5.8M
ZIONZIONS BANCORPORATION N A COM
$5.6M
SEIZERT CAPITAL PARTNERS LARGE
$5.6M
HRBBLOCK H & R INC COM
$5.4M
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.5M
LEALEAR CORP COM NEW
$4.2M
MOALTRIA GROUP INC COM
$3.8M
LOGMEURLOGMEIN INC COM
$3.7M
ICSHISHARES TR ULTR SH TRM BD
$3.0M
RRXREGAL BELOIT CORP COM
$2.7M
NIC INC COM
$2.5M
HELEHELEN OF TROY CORP LTD COM
$2.3M
TGNATEGNA INC COM
$2.2M
FCNFTI CONSULTING INC COM
$2.2M
JHGJANUS HENDERSON GROUP PLC ORD
$2.1M
EVTCEVERTEC INC COM
$2.1M
BSVVANGUARD BD INDEX FDS SHORT TR
$2.0M
TTECTTEC HLDGS INC COM
$1.9M
WSBFWATERSTONE FINL INC MD COM
$1.8M
MATWMATTHEWS INTL CORP CL A
$1.8M
PRGSPROGRESS SOFTWARE CORP COM
$1.8M
CENTACENTRAL GARDEN & PET CO CL A N
$1.7M
GMS1EURGMS INC COM
$1.7M
NUSNU SKIN ENTERPRISES INC CL A
$1.6M
DECKDECKERS OUTDOOR CORP COM
$1.6M
WAFDWASHINGTON FED INC COM
$1.5M
LADLITHIA MTRS INC CL A
$1.5M
QA4AGENTHERM INC COM
$1.5M
BSFAANI PHARMACEUTICALS INC COM
$1.4M
GNRCGENERAC HLDGS INC COM
$1.4M
FHBFIRST HAWAIIAN INC COM
$1.4M
AITAPPLIED INDL TECHNOLOGIES INC
$1.3M
HNIHNI CORP COM
$1.3M
CRTOCRITEO S A SPONS ADS
$1.3M
CIGICOLLIERS INTL GROUP INC SUB VT
$1.3M
ISBCUSDINVESTORS BANCORP INC NEW COM
$1.3M
KFYKORN FERRY COM NEW
$1.2M
CLGXCORELOGIC INC COM
$1.2M
GCI LIBERTY INC COM CLASS A
$1.2M
TBITRUEBLUE INC COM
$1.2M
BWBBRIDGEWATER BANCSHARES INC COM
$1.1M
MLKNMILLER HERMAN INC COM
$1.1M
ECHO GLOBAL LOGISTICS INC COM
$1.1M
CAHCARDINAL HEALTH INC COM
$1.1M
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