SEIZERT CAPITAL PARTNERS, LLC Q3 2017 Filing

Filed October 31, 2017

Portfolio Value

$2.7B

Holdings

181

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (181 positions)

StockValue
FWONALIBERTY MEDIA CORP SERIES C LI
$119.7M
LSXMKUSDLIBERTY MEDIA CORP DELAWARE CO
$118.8M
LBRDKLIBERTY BROADBAND CORP COM SER
$93.6M
FITBFIFTH THIRD BANCORP COM
$92.8M
DISCKUSDDISCOVERY COMMUNICATNS NEW COM
$76.0M
WDCWESTERN DIGITAL CORP COM
$74.4M
HHC*HOWARD HUGHES CORP COM
$62.0M
AAPLAPPLE INC COM
$60.5M
CHRWC H ROBINSON WORLDWIDE INC COM
$60.0M
ZIONZIONS BANCORPORATION COM
$59.6M
AGOASSURED GUARANTY LTD COM
$57.8M
BACBANK AMER CORP COM
$56.6M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$56.6M
RFREGIONS FINL CORP NEW COM
$53.9M
JPMJPMORGAN CHASE & CO COM
$50.2M
SJMSMUCKER J M CO COM NEW
$49.6M
CMICUMMINS INC COM
$48.4M
GILDGILEAD SCIENCES INC COM
$48.0M
FFIVF5 NETWORKS INC COM
$47.5M
DOXAMDOCS LTD SHS
$47.0M
ABGAMERISOURCEBERGEN CORP COM
$46.3M
AMGNAMGEN INC COM
$45.1M
CHDCHURCH & DWIGHT INC COM
$44.7M
MCKMCKESSON CORP COM
$42.1M
W3UWESTERN UN CO COM
$40.6M
VMIVALMONT INDS INC COM
$39.4M
CVSCVS HEALTH CORP COM
$38.9M
MIDDMIDDLEBY CORP COM
$38.5M
CSCOCISCO SYS INC COM
$38.1M
CTXSEURCITRIX SYS INC COM
$37.4M
MSFTMICROSOFT CORP COM
$37.3M
TRVCCITIGROUP INC COM NEW
$37.0M
JNJJOHNSON & JOHNSON COM
$37.0M
PKGPACKAGING CORP AMER COM
$36.1M
QCOMQUALCOMM INC COM
$35.1M
REEVEREST RE GROUP LTD COM
$33.0M
DGXQUEST DIAGNOSTICS INC COM
$32.4M
ORCLORACLE CORP COM
$31.2M
BIIBBIOGEN INC COM
$31.1M
AETNA INC NEW COM
$29.7M
GSGOLDMAN SACHS GROUP INC COM
$29.2M
IRINGERSOLL-RAND PLC SHS
$26.7M
NOCNORTHROP GRUMMAN CORP COM
$24.8M
RWTREDWOOD TR INC COM
$24.4M
WMTWAL-MART STORES INC COM
$24.3M
LBRDALIBERTY BROADBAND CORP COM SER
$23.1M
ELVANTHEM INC COM
$23.1M
AIGAMERICAN INTL GROUP INC COM NE
$23.1M
VZVERIZON COMMUNICATIONS INC COM
$21.9M
FLRFLUOR CORP NEW COM
$20.1M
INTCINTEL CORP COM
$19.7M
GOOGLALPHABET INC CAP STK CL A
$18.5M
XOMEXXON MOBIL CORP COM
$17.1M
PFEPFIZER INC COM
$15.4M
PHPARKER HANNIFIN CORP COM
$14.9M
CELGCELGENE CORP COM
$12.5M
SEIZERT CAPITAL PARTNERS LARGE
$11.9M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$11.9M
LEALEAR CORP COM NEW
$11.4M
PRUPRUDENTIAL FINL INC COM
$11.3M
LRCXEURLAM RESEARCH CORP COM
$10.7M
COFCAPITAL ONE FINL CORP COM
$10.1M
GDGENERAL DYNAMICS CORP COM
$9.4M
MOALTRIA GROUP INC COM
$9.3M
IBMINTERNATIONAL BUSINESS MACHS C
$8.2M
HPEHEWLETT PACKARD ENTERPRISE CO
$7.0M
VSECVSE CORP COM
$5.5M
LSAKNET 1 UEPS TECHNOLOGIES INC CO
$5.1M
RMRRMR GROUP INC CL A
$4.9M
MEDMEDIFAST INC COM
$4.6M
CHARTER FINL CORP MD COM
$4.4M
WSBFWATERSTONE FINL INC MD COM
$4.4M
MCHBHOMESTREET INC COM
$4.2M
LASALLE HOTEL PPTYS COM SH BEN
$4.1M
PDLIEURPDL BIOPHARMA INC COM
$3.9M
ZAGG INC COM
$3.9M
OSBCOLD SECOND BANCORP INC ILL COM
$3.8M
CASSCASS INFORMATION SYS INC COM
$3.8M
IBOCINTERNATIONAL BANCSHARES CORP
$3.7M
CPSCOOPER STD HLDGS INC COM
$3.5M
NRIMNORTHRIM BANCORP INC COM
$3.4M
GNRCGENERAC HLDGS INC COM
$3.4M
RRXREGAL BELOIT CORP COM
$3.4M
WWWWOLVERINE WORLD WIDE INC COM
$3.3M
AELUSDAMERICAN EQTY INVT LIFE HLD CO
$3.3M
IDIINTERDIGITAL INC COM
$3.2M
UNHUNITEDHEALTH GROUP INC COM
$3.1M
RBCAAREPUBLIC BANCORP KY CL A
$3.1M
KLICKULICKE & SOFFA INDS INC COM
$3.0M
SCSCSCANSOURCE INC COM
$3.0M
DRHDIAMONDROCK HOSPITALITY CO COM
$2.9M
LIBERTY EXPEDIA HOLDINGS SER A
$2.9M
AANUSDAARONS INC COM PAR $0.50
$2.9M
ICFIICF INTL INC COM
$2.9M
GOLDFIELD CORP COM
$2.8M
NIJNELNET INC CL A
$2.7M
AGXARGAN INC COM
$2.7M
FIRST DEFIANCE FINL CORP COM
$2.7M
EVSBEATON VANCE TX MGD DIV EQ INCM
$2.7M
NXRTNEXPOINT RESIDENTIAL TR INC CO
$2.6M
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