SEIZERT CAPITAL PARTNERS, LLC Q2 2020 Filing

Filed August 6, 2020

Portfolio Value

$1.5B

Holdings

205

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (205 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$53.5M
FWONALIBERTY MEDIA CORP SERIES C LI
$49.9M
AAPLAPPLE INC COM
$45.2M
DISCKUSDDISCOVERY INC COM SER C
$44.6M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$44.4M
JPMJPMORGAN CHASE & CO COM
$44.1M
AYIACUITY BRANDS INC COM
$42.0M
WDCWESTERN DIGITAL CORP. COM
$38.7M
NTAPNETAPP INC COM
$36.7M
JNJJOHNSON & JOHNSON COM
$36.1M
CSCOCISCO SYS INC COM
$36.0M
MSFTMICROSOFT CORP COM
$34.7M
AMGNAMGEN INC COM
$34.2M
BACBK OF AMERICA CORP COM
$33.4M
EBAEBAY INC. COM
$33.3M
GSGOLDMAN SACHS GROUP INC COM
$33.3M
BIIBBIOGEN INC COM
$32.7M
CVSCVS HEALTH CORP COM
$32.3M
MCKMCKESSON CORP COM
$30.3M
EXPEEXPEDIA GROUP INC COM NEW
$29.7M
LBRDALIBERTY BROADBAND CORP COM SER
$29.7M
TTTRANE TECHNOLOGIES PLC SHS
$28.6M
CMICUMMINS INC COM
$25.4M
ELVANTHEM INC COM
$25.2M
AWMSKYWORKS SOLUTIONS INC COM
$24.9M
VZVERIZON COMMUNICATIONS INC COM
$23.8M
COFCAPITAL ONE FINL CORP COM
$23.4M
MSMMSC INDL DIRECT INC CL A
$23.2M
REGNREGENERON PHARMACEUTICALS COM
$22.7M
WMTWALMART INC COM
$22.2M
GOOGLALPHABET INC CAP STK CL A
$21.4M
ALSNALLISON TRANSMISSION HLDGS INC
$19.8M
LBRDKLIBERTY BROADBAND CORP COM SER
$19.7M
ORCLORACLE CORP COM
$17.7M
FFIVF5 NETWORKS INC COM
$17.6M
LSTRLANDSTAR SYS INC COM
$17.0M
DGXQUEST DIAGNOSTICS INC COM
$16.5M
RHIROBERT HALF INTL INC COM
$16.4M
INTCINTEL CORP COM
$15.2M
SYYSYSCO CORP COM
$14.4M
WFCWELLS FARGO CO NEW COM
$9.9M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$9.8M
DFSEURDISCOVER FINL SVCS COM
$9.5M
HHC*HOWARD HUGHES CORP COM
$9.4M
UTHRUNITED THERAPEUTICS CORP DEL C
$8.9M
METAFACEBOOK INC CL A
$8.7M
LRCXEURLAM RESEARCH CORP COM
$8.5M
ZIONZIONS BANCORPORATION N A COM
$8.2M
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$7.2M
CHKPCHECK POINT SOFTWARE TECH LTD
$7.2M
LEALEAR CORP COM NEW
$7.1M
CHRWC H ROBINSON WORLDWIDE INC COM
$7.1M
UHSUNIVERSAL HLTH SVCS INC CL B
$6.9M
GHCGRAHAM HLDGS CO COM CL B
$6.6M
NOCNORTHROP GRUMMAN CORP COM
$6.6M
SEIZERT CAPITAL PARTNERS LARGE
$6.5M
FUODOLBY LABORATORIES INC COM CL
$6.3M
PACWUSDPACWEST BANCORP DEL COM
$5.9M
ANETEURARISTA NETWORKS INC COM
$5.5M
MKLMARKEL CORP COM
$5.4M
CRUSCIRRUS LOGIC INC COM
$5.2M
HRBBLOCK H & R INC COM
$4.9M
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.5M
MOALTRIA GROUP INC COM
$4.2M
DLXDELUXE CORP COM
$4.1M
LOGMEURLOGMEIN INC COM
$3.2M
ICSHISHARES TR ULTR SH TRM BD
$3.0M
LADLITHIA MTRS INC CL A
$2.3M
RRXREGAL BELOIT CORP COM
$2.3M
GMS1EURGMS INC COM
$2.3M
BMYBRISTOL-MYERS SQUIBB CO COM
$2.2M
EVTCEVERTEC INC COM
$2.2M
BSVVANGUARD BD INDEX FDS SHORT TR
$2.1M
TTECTTEC HLDGS INC COM
$2.1M
ISBCUSDINVESTORS BANCORP INC NEW COM
$2.0M
TGNATEGNA INC COM
$1.9M
NIC INC COM
$1.9M
PBVPRESTIGE CONSMR HEALTHCARE INC
$1.8M
EPCEDGEWELL PERS CARE CO COM
$1.8M
NUSNU SKIN ENTERPRISES INC CL A
$1.8M
LLYLILLY ELI & CO COM
$1.7M
CRTOCRITEO S A SPONS ADS
$1.6M
BLDRBUILDERS FIRSTSOURCE INC COM
$1.6M
WSBFWATERSTONE FINL INC MD COM
$1.6M
SANMSANMINA CORPORATION COM
$1.6M
INBKFIRST INTERNET BK IND COM
$1.6M
AITAPPLIED INDL TECHNOLOGIES INC
$1.6M
QA4AGENTHERM INC COM
$1.6M
AVTAVNET INC COM
$1.5M
BWBBRIDGEWATER BANCSHARES INC COM
$1.5M
MMM3M CO COM
$1.4M
JXC1J2 GLOBAL INC COM
$1.4M
FOUNDATION BLDG MATLS INC COM
$1.4M
HNIHNI CORP COM
$1.4M
WAFDWASHINGTON FED INC COM
$1.4M
AMC NETWORKS INC CL A
$1.3M
GCI LIBERTY INC COM CLASS A
$1.3M
FBCUSDFLAGSTAR BANCORP INC COM PAR .
$1.3M
JHGJANUS HENDERSON GROUP PLC ORD
$1.3M
MCHBHOMESTREET INC COM
$1.3M
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