SEIZERT CAPITAL PARTNERS, LLC Q2 2021 Filing

Filed August 5, 2021

Portfolio Value

$2.1B

Holdings

192

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (192 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$80.3M
JPMJPMORGAN CHASE & CO COM
$66.9M
FWONALIBERTY MEDIA CORP SERIES C LI
$65.8M
GSGOLDMAN SACHS GROUP INC COM
$60.6M
BACBK OF AMERICA CORP COM
$57.9M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$55.6M
AYIACUITY BRANDS INC COM
$52.3M
NTAPNETAPP INC COM
$51.0M
REGNREGENERON PHARMACEUTICALS COM
$48.6M
AZOAUTOZONE INC COM
$48.3M
AMGNAMGEN INC COM
$47.7M
COFCAPITAL ONE FINL CORP COM
$47.3M
DISCKUSDDISCOVERY INC COM SER C
$43.8M
ALSNALLISON TRANSMISSION HLDGS INC
$42.7M
EBAEBAY INC. COM
$42.3M
CSCOCISCO SYS INC COM
$41.8M
AAPLAPPLE INC COM
$41.8M
JNJJOHNSON & JOHNSON COM
$41.2M
RHIROBERT HALF INTL INC COM
$39.2M
CVSCVS HEALTH CORP COM
$39.1M
ELVANTHEM INC COM
$39.0M
NOCNORTHROP GRUMMAN CORP COM
$37.5M
AWMSKYWORKS SOLUTIONS INC COM
$36.0M
MSFTMICROSOFT CORP COM
$35.1M
MCKMCKESSON CORP COM
$33.0M
LBRDALIBERTY BROADBAND CORP COM SER
$33.0M
MTBM & T BK CORP COM
$28.6M
TTTRANE TECHNOLOGIES PLC SHS
$28.0M
ACIALBERTSONS COS INC COMMON STOC
$27.3M
DFSEURDISCOVER FINL SVCS COM
$26.5M
WDCWESTERN DIGITAL CORP. COM
$26.2M
MSMMSC INDL DIRECT INC CL A
$25.6M
GOOGLALPHABET INC CAP STK CL A
$24.2M
WMTWALMART INC COM
$24.1M
CMICUMMINS INC COM
$23.9M
LBRDKLIBERTY BROADBAND CORP COM SER
$22.7M
TKRTIMKEN CO COM
$21.5M
LSTRLANDSTAR SYS INC COM
$20.1M
MKLMARKEL CORP COM
$20.0M
ZIONZIONS BANCORPORATION N A COM
$19.9M
LKQ1LKQ CORP COM
$19.6M
NSPINSPERITY INC COM
$18.0M
CHKPCHECK POINT SOFTWARE TECH LTD
$17.7M
ORCLORACLE CORP COM
$16.1M
EXPEEXPEDIA GROUP INC COM NEW
$15.2M
WFCWELLS FARGO CO NEW COM
$14.7M
PACWUSDPACWEST BANCORP DEL COM
$14.7M
GHCGRAHAM HLDGS CO COM CL B
$14.1M
INTCINTEL CORP COM
$13.7M
CRUSCIRRUS LOGIC INC COM
$11.6M
CWCURTISS WRIGHT CORP COM
$11.2M
ALKSALKERMES PLC SHS
$10.7M
AXPAMERICAN EXPRESS CO COM
$10.6M
SEIZERT CAPITAL PARTNERS LARGE
$10.3M
ANETEURARISTA NETWORKS INC COM
$10.3M
HHC*HOWARD HUGHES CORP COM
$9.5M
FFIVF5 NETWORKS INC COM
$9.5M
INCYINCYTE CORP COM
$8.8M
UTHRUNITED THERAPEUTICS CORP DEL C
$8.6M
GILDGILEAD SCIENCES INC COM
$8.5M
LEALEAR CORP COM NEW
$7.9M
EAELECTRONIC ARTS INC COM
$7.4M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$7.1M
VRTXVERTEX PHARMACEUTICALS INC COM
$7.0M
EX9EXELIXIS INC COM
$6.8M
LRCXEURLAM RESEARCH CORP COM
$6.7M
FUODOLBY LABORATORIES INC COM CL
$6.4M
PBVPRESTIGE CONSMR HEALTHCARE INC
$5.4M
PRFTUSDPERFICIENT INC COM
$5.3M
MEDMEDIFAST INC COM
$5.1M
SEMSELECT MED HLDGS CORP COM
$5.1M
NUSNU SKIN ENTERPRISES INC CL A
$5.0M
HNIHNI CORP COM
$4.8M
TTECTTEC HLDGS INC COM
$4.7M
EXLSEXLSERVICE HOLDINGS INC COM
$4.6M
MEIMETHODE ELECTRS INC COM
$4.4M
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.4M
FIXCOMFORT SYS USA INC COM
$4.3M
MCFTMASTERCRAFT BOAT HLDGS INC COM
$4.2M
CSGSCSG SYS INTL INC COM
$4.1M
FCNFTI CONSULTING INC COM
$4.1M
WSBFWATERSTONE FINL INC MD COM
$4.1M
EMEEMCOR GROUP INC COM
$3.9M
CR1USDCRANE CO COM
$3.8M
THFFFIRST FINL CORP IND COM
$3.8M
SMCIUSDSUPER MICRO COMPUTER INC COM
$3.8M
EVTCEVERTEC INC COM
$3.7M
HTHHILLTOP HOLDINGS INC COM
$3.6M
GOLFACUSHNET HLDGS CORP COM
$3.6M
IEIINSIGHT ENTERPRISES INC COM
$3.5M
CMPRCIMPRESS PLC SHS EURO
$3.5M
HCKTHACKETT GROUP INC COM
$3.5M
ECHO GLOBAL LOGISTICS INC COM
$3.4M
AITAPPLIED INDL TECHNOLOGIES INC
$3.4M
MCHBHOMESTREET INC COM
$3.4M
OZKBANK OZK COM
$3.2M
FSSFEDERAL SIGNAL CORP COM
$3.1M
PGTIUSDPGT INNOVATIONS INC COM
$3.0M
ASGNASGN INC COM
$3.0M
QA4AGENTHERM INC COM
$3.0M
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