SEIZERT CAPITAL PARTNERS, LLC Q1 2022 Filing

Filed May 3, 2022

Portfolio Value

$2.2B

Holdings

201

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$78.7M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$69.8M
ALSNALLISON TRANSMISSION HLDGS INC
$63.7M
REGNREGENERON PHARMACEUTICALS COM
$57.0M
AZOAUTOZONE INC COM
$55.8M
JPMJPMORGAN CHASE & CO COM
$54.5M
AAPLAPPLE INC COM
$50.8M
DISCKUSDWARNER BROS DISCOVERY INC COM
$49.7M
NTAPNETAPP INC COM
$49.3M
AMGNAMGEN INC COM
$49.3M
ELVANTHEM INC COM
$49.3M
AYIACUITY BRANDS INC COM
$48.6M
EBAEBAY INC. COM
$48.1M
JNJJOHNSON & JOHNSON COM
$45.9M
METAMETA PLATFORMS INC
$45.6M
GSGOLDMAN SACHS GROUP INC COM
$45.5M
LBRDALIBERTY BROADBAND CORP COM SER
$43.5M
VMWEURVMWARE INC CL A COM
$43.3M
WFCWELLS FARGO CO NEW COM
$42.3M
CSCOCISCO SYS INC COM
$41.6M
AWMSKYWORKS SOLUTIONS INC COM
$40.0M
NOCNORTHROP GRUMMAN CORP COM
$39.3M
CVSCVS HEALTH CORP COM
$39.2M
COFCAPITAL ONE FINL CORP COM
$37.2M
RHIROBERT HALF INTL INC COM
$36.6M
WMTWALMART INC COM
$34.9M
MTBM & T BK CORP COM
$33.1M
BACBK OF AMERICA CORP COM
$32.2M
BMYBRISTOL-MYERS SQUIBB CO COM
$31.5M
TKRTIMKEN CO COM
$30.7M
ACIALBERTSONS COS INC COMMON STOC
$27.9M
MKLMARKEL CORP COM
$27.5M
MSMMSC INDL DIRECT INC CL A
$24.1M
LSTRLANDSTAR SYS INC COM
$24.0M
CMICUMMINS INC COM
$24.0M
DFSEURDISCOVER FINL SVCS COM
$23.5M
SPHRMADISON SQUARE GRDN ENTERTNMNT
$23.4M
GOOGLALPHABET INC CAP STK CL A
$22.6M
FT2FIRST HORIZON CORPORATION COM
$21.9M
ATVIEURACTIVISION BLIZZARD INC COM
$21.5M
LBRDKLIBERTY BROADBAND CORP COM SER
$21.3M
LKQ1LKQ CORP COM
$20.6M
GHCGRAHAM HLDGS CO COM CL B
$20.0M
PACWUSDPACWEST BANCORP DEL COM
$19.8M
MSFTMICROSOFT CORP COM
$16.7M
ORCLORACLE CORP COM
$14.2M
OGNORGANON & CO COMMON STOCK
$13.8M
ZIONZIONS BANCORPORATION N A COM
$13.2M
AXPAMERICAN EXPRESS CO COM
$12.6M
CWCURTISS WRIGHT CORP COM
$11.5M
SEIZERT CAPITAL PARTNERS LARGE
$11.2M
CHKPCHECK POINT SOFTWARE TECH LTD
$10.5M
VRTXVERTEX PHARMACEUTICALS INC COM
$10.5M
INCYINCYTE CORP COM
$9.8M
LRCXEURLAM RESEARCH CORP COM
$9.3M
EX9EXELIXIS INC COM
$9.3M
PRGSPROGRESS SOFTWARE CORP COM
$9.2M
CRUSCIRRUS LOGIC INC COM
$8.9M
HHC*HOWARD HUGHES CORP COM
$8.6M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$8.6M
FFIVF5 INC COM
$8.2M
UTHRUNITED THERAPEUTICS CORP DEL C
$7.7M
SEIZERT CAPITAL PARTNERS LARGE
$7.5M
GILDGILEAD SCIENCES INC COM
$7.5M
ALKSALKERMES PLC SHS
$7.1M
FUODOLBY LABORATORIES INC COM CL
$6.5M
EXLSEXLSERVICE HOLDINGS INC COM
$5.7M
QCOMQUALCOMM INC COM
$5.6M
FCNFTI CONSULTING INC COM
$5.3M
CSGSCSG SYS INTL INC COM
$5.2M
CR1USDCRANE CO COM
$5.0M
HCKTHACKETT GROUP INC COM
$4.9M
SMPSTANDARD MTR PRODS INC COM
$4.8M
NUSNU SKIN ENTERPRISES INC CL A
$4.7M
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.5M
WSBFWATERSTONE FINL INC MD COM
$4.5M
THFFFIRST FINL CORP IND COM
$4.4M
MCFTMASTERCRAFT BOAT HLDGS INC COM
$4.4M
MEIMETHODE ELECTRS INC COM
$4.3M
SEMSELECT MED HLDGS CORP COM
$4.3M
AITAPPLIED INDL TECHNOLOGIES INC
$4.2M
IBCPINDEPENDENT BK CORP MICH COM N
$4.2M
EMEEMCOR GROUP INC COM
$3.9M
GMS1EURGMS INC COM
$3.9M
HIHILLENBRAND INC COM
$3.9M
DFINDONNELLEY FINL SOLUTIONS INC C
$3.9M
EVTCEVERTEC INC COM
$3.8M
TOWNTOWNEBANK PORTSMOUTH VA COM
$3.7M
GEFGREIF INC CL A
$3.4M
NOMDNOMAD FOODS LTD USD ORD SHS
$3.3M
LGIHLGI HOMES INC COM
$3.3M
KFYKORN FERRY COM NEW
$3.2M
CPFCENTRAL PAC FINL CORP COM NEW
$3.2M
WAFDWASHINGTON FED INC COM
$3.2M
QSIIEURNEXTGEN HEALTHCARE INC COM
$3.2M
AIMCUSDALTRA INDL MOTION CORP COM
$3.2M
SAICSCIENCE APPLICATIONS INTL CORP
$3.1M
HLIHOULIHAN LOKEY INC CL A
$3.0M
ALRMALARM COM HLDGS INC COM
$3.0M
BSRRSIERRA BANCORP COM
$3.0M
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