SEIZERT CAPITAL PARTNERS, LLC Q3 2020 Filing

Filed November 3, 2020

Portfolio Value

$1.5B

Holdings

189

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (189 positions)

StockValue
FWONALIBERTY MEDIA CORP SERIES C LI
$56.4M
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$50.9M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$50.0M
JPMJPMORGAN CHASE & CO COM
$46.4M
AYIACUITY BRANDS INC COM
$44.9M
DISCKUSDDISCOVERY INC COM SER C
$44.8M
JNJJOHNSON & JOHNSON COM
$36.1M
GSGOLDMAN SACHS GROUP INC COM
$35.9M
BACBK OF AMERICA CORP COM
$35.6M
AMGNAMGEN INC COM
$34.8M
BIIBBIOGEN INC COM
$34.7M
ALSNALLISON TRANSMISSION HLDGS INC
$34.3M
AAPLAPPLE INC COM
$34.1M
LBRDALIBERTY BROADBAND CORP COM SER
$33.6M
TTTRANE TECHNOLOGIES PLC SHS
$33.1M
NTAPNETAPP INC COM
$30.7M
EXPEEXPEDIA GROUP INC COM NEW
$29.6M
MSFTMICROSOFT CORP COM
$29.6M
COFCAPITAL ONE FINL CORP COM
$29.2M
CVSCVS HEALTH CORP COM
$29.0M
WDCWESTERN DIGITAL CORP. COM
$28.0M
MCKMCKESSON CORP COM
$27.8M
CSCOCISCO SYS INC COM
$27.7M
CMICUMMINS INC COM
$27.5M
EBAEBAY INC. COM
$26.5M
WMTWALMART INC COM
$26.2M
VZVERIZON COMMUNICATIONS INC COM
$26.1M
AWMSKYWORKS SOLUTIONS INC COM
$26.0M
ELVANTHEM INC COM
$26.0M
NOCNORTHROP GRUMMAN CORP COM
$22.4M
LBRDKLIBERTY BROADBAND CORP COM SER
$22.0M
RHIROBERT HALF INTL INC COM
$21.3M
GOOGLALPHABET INC CAP STK CL A
$20.4M
REGNREGENERON PHARMACEUTICALS COM
$20.0M
DFSEURDISCOVER FINL SVCS COM
$19.9M
MSMMSC INDL DIRECT INC CL A
$19.8M
ORCLORACLE CORP COM
$17.2M
LSTRLANDSTAR SYS INC COM
$15.7M
TKRTIMKEN CO COM
$15.1M
FFIVF5 NETWORKS INC COM
$14.8M
INTCINTEL CORP COM
$14.1M
SYYSYSCO CORP COM
$13.6M
DGXQUEST DIAGNOSTICS INC COM
$13.4M
ANETEURARISTA NETWORKS INC COM
$10.5M
HRBBLOCK H & R INC COM
$9.5M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$9.0M
GHCGRAHAM HLDGS CO COM CL B
$8.7M
MKLMARKEL CORP COM
$8.5M
UTHRUNITED THERAPEUTICS CORP DEL C
$8.5M
ZIONZIONS BANCORPORATION N A COM
$7.9M
WFCWELLS FARGO CO NEW COM
$7.8M
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$7.5M
CRUSCIRRUS LOGIC INC COM
$7.5M
FUODOLBY LABORATORIES INC COM CL
$7.5M
UHSUNIVERSAL HLTH SVCS INC CL B
$7.2M
LRCXEURLAM RESEARCH CORP COM
$7.0M
LEALEAR CORP COM NEW
$7.0M
PACWUSDPACWEST BANCORP DEL COM
$6.9M
SEIZERT CAPITAL PARTNERS LARGE
$6.9M
CWCURTISS WRIGHT CORP COM
$6.8M
HHC*HOWARD HUGHES CORP COM
$6.6M
AXPAMERICAN EXPRESS CO COM
$6.1M
CHKPCHECK POINT SOFTWARE TECH LTD
$6.0M
METAFACEBOOK INC CL A
$6.0M
MOALTRIA GROUP INC COM
$5.6M
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.3M
ICSHISHARES TR ULTR SH TRM BD
$3.4M
BMYBRISTOL-MYERS SQUIBB CO COM
$2.8M
FLIRFLIR SYS INC COM
$2.4M
RRXREGAL BELOIT CORP COM
$2.2M
TTECTTEC HLDGS INC COM
$2.2M
NUSNU SKIN ENTERPRISES INC CL A
$2.1M
BSVVANGUARD BD INDEX FDS SHORT TR
$2.1M
LLYLILLY ELI & CO COM
$1.9M
MMM3M CO COM
$1.9M
JXC1J2 GLOBAL INC COM
$1.8M
ECHO GLOBAL LOGISTICS INC COM
$1.7M
XRXXEROX HOLDINGS CORP COM NEW
$1.7M
PGTIUSDPGT INNOVATIONS INC COM
$1.7M
FIXCOMFORT SYS USA INC COM
$1.7M
FBCUSDFLAGSTAR BANCORP INC COM PAR .
$1.6M
EMEEMCOR GROUP INC COM
$1.6M
CRTOCRITEO S A SPONS ADS
$1.6M
EVTCEVERTEC INC COM
$1.6M
PBVPRESTIGE CONSMR HEALTHCARE INC
$1.6M
OZKBANK OZK COM
$1.5M
WSBFWATERSTONE FINL INC MD COM
$1.5M
QA4AGENTHERM INC COM
$1.5M
MERIDIAN BANCORP INC MD COM
$1.5M
NIC INC COM
$1.5M
LADLITHIA MTRS INC CL A
$1.4M
CMPRCIMPRESS PLC SHS EURO
$1.4M
EPCEDGEWELL PERS CARE CO COM
$1.4M
CSGSCSG SYS INTL INC COM
$1.4M
MATWMATTHEWS INTL CORP CL A
$1.3M
GCI LIBERTY INC COM CLASS A
$1.3M
BSRRSIERRA BANCORP COM
$1.3M
AMC NETWORKS INC CL A
$1.3M
INBKFIRST INTERNET BANCORP COM
$1.3M
PLXSPLEXUS CORP COM
$1.3M
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