SEIZERT CAPITAL PARTNERS, LLC Q2 2018 Filing

Filed August 9, 2018

Portfolio Value

$2.7B

Holdings

218

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (218 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DELAWARE CO
$121.7M
FITBFIFTH THIRD BANCORP COM
$91.7M
DISCKUSDDISCOVERY INC COM SER C
$90.9M
WDCWESTERN DIGITAL CORP COM
$88.1M
FWONALIBERTY MEDIA CORP SERIES C LI
$85.8M
LBRDKLIBERTY BROADBAND CORP COM SER
$80.8M
HHC*HOWARD HUGHES CORP COM
$74.1M
CHRWC H ROBINSON WORLDWIDE INC COM
$70.0M
AGOASSURED GUARANTY LTD COM
$68.3M
FFIVF5 NETWORKS INC COM
$67.5M
SJMSMUCKER J M CO COM NEW
$62.5M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$62.1M
AAPLAPPLE INC COM
$56.6M
BACBANK AMER CORP COM
$55.7M
JPMJPMORGAN CHASE & CO COM
$53.5M
GILDGILEAD SCIENCES INC COM
$47.8M
RFREGIONS FINL CORP NEW COM
$46.6M
ZIONZIONS BANCORPORATION COM
$46.4M
DOXAMDOCS LTD SHS
$45.2M
ABGAMERISOURCEBERGEN CORP COM
$44.7M
CMICUMMINS INC COM
$43.2M
CHDCHURCH & DWIGHT INC COM
$43.0M
MCKMCKESSON CORP COM
$42.5M
AMGNAMGEN INC COM
$42.1M
CTXSEURCITRIX SYS INC COM
$41.9M
MSFTMICROSOFT CORP COM
$41.9M
CSCOCISCO SYS INC COM
$40.5M
IRINGERSOLL-RAND PLC SHS
$39.2M
W3UWESTERN UN CO COM
$37.7M
QCOMQUALCOMM INC COM
$37.7M
JNJJOHNSON & JOHNSON COM
$36.4M
DGXQUEST DIAGNOSTICS INC COM
$35.7M
REEVEREST RE GROUP LTD COM
$34.4M
TRVCCITIGROUP INC COM NEW
$32.7M
ORCLORACLE CORP COM
$32.2M
GSGOLDMAN SACHS GROUP INC COM
$31.3M
VZVERIZON COMMUNICATIONS INC COM
$31.1M
NOCNORTHROP GRUMMAN CORP COM
$27.2M
BIIBBIOGEN INC COM
$27.0M
AETNA INC NEW COM
$26.8M
INTCINTEL CORP COM
$26.5M
EPCEDGEWELL PERS CARE CO COM
$26.2M
CELGCELGENE CORP COM
$24.8M
DLXDELUXE CORP COM
$24.3M
UHSUNIVERSAL HLTH SVCS INC CL B
$23.2M
HRBBLOCK H & R INC COM
$22.7M
LBRDALIBERTY BROADBAND CORP COM SER
$22.6M
FLRFLUOR CORP NEW COM
$22.0M
WMTWALMART INC COM
$21.8M
CVSCVS HEALTH CORP COM
$21.0M
ELVANTHEM INC COM
$20.3M
GHCGRAHAM HLDGS CO COM
$18.5M
ISBCUSDINVESTORS BANCORP INC NEW COM
$17.7M
GOOGLALPHABET INC CAP STK CL A
$16.4M
PFEPFIZER INC COM
$15.7M
XOMEXXON MOBIL CORP COM
$15.4M
COFCAPITAL ONE FINL CORP COM
$13.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$13.0M
SEIZERT CAPITAL PARTNERS LARGE
$12.5M
LEALEAR CORP COM NEW
$12.3M
LRCXEURLAM RESEARCH CORP COM
$11.9M
VMIVALMONT INDS INC COM
$11.8M
PRUPRUDENTIAL FINL INC COM
$11.0M
IBMINTERNATIONAL BUSINESS MACHS C
$9.9M
MOALTRIA GROUP INC COM
$8.9M
HPEHEWLETT PACKARD ENTERPRISE CO
$8.8M
GDGENERAL DYNAMICS CORP COM
$8.2M
RHIROBERT HALF INTL INC COM
$7.7M
CHARTER FINL CORP MD COM
$4.7M
MCHBHOMESTREET INC COM
$4.3M
IDIINTERDIGITAL INC COM
$4.1M
CASSCASS INFORMATION SYS INC COM
$3.6M
LIBERTY EXPEDIA HOLDINGS SER A
$3.5M
CPSCOOPER STD HLDGS INC COM
$3.5M
TARO PHARMACEUTICAL INDS LTD S
$3.4M
KLICKULICKE & SOFFA INDS INC COM
$3.4M
CLSEURCELESTICA INC SUB VTG SHS
$3.3M
WSBFWATERSTONE FINL INC MD COM
$3.3M
AANUSDAARONS INC COM PAR $0.50
$3.3M
MATWMATTHEWS INTL CORP CL A
$3.2M
RRXREGAL BELOIT CORP COM
$3.2M
RMRRMR GROUP INC CL A
$3.2M
NRIMNORTHRIM BANCORP INC COM
$3.2M
UNHUNITEDHEALTH GROUP INC COM
$3.0M
UVEUNIVERSAL INS HLDGS INC COM
$3.0M
ICFIICF INTL INC COM
$3.0M
RBCAAREPUBLIC BANCORP KY CL A
$2.9M
PLOWDOUGLAS DYNAMICS INC COM
$2.8M
TCF FINL CORP COM
$2.8M
FIRST DEFIANCE FINL CORP COM
$2.8M
LASALLE HOTEL PPTYS COM SH BEN
$2.8M
NIJNELNET INC CL A
$2.7M
OSBCOLD SECOND BANCORP INC ILL COM
$2.7M
EVSBEATON VANCE TX MGD DIV EQ INCM
$2.6M
VSECVSE CORP COM
$2.6M
GNRCGENERAC HLDGS INC COM
$2.5M
OSBCADNORBORD INC COM NEW
$2.3M
MEDMEDIFAST INC COM
$2.2M
ECHO GLOBAL LOGISTICS INC COM
$2.2M
OECORION ENGINEERED CARBONS S A C
$2.2M
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