SEIZERT CAPITAL PARTNERS, LLC Q3 2022 Filing

Filed November 2, 2022

Portfolio Value

$1.8B

Holdings

184

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (184 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$70.0M
ALSNALLISON TRANSMISSION HLDGS INC
$55.8M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$53.5M
REGNREGENERON PHARMACEUTICALS COM
$49.2M
AMGNAMGEN INC COM
$47.1M
JPMJPMORGAN CHASE & CO COM
$43.0M
JNJJOHNSON & JOHNSON COM
$42.0M
GSGOLDMAN SACHS GROUP INC COM
$41.4M
AZOAUTOZONE INC COM
$41.3M
WBDWARNER BROS DISCOVERY INC
$40.9M
ELVELEVANCE HEALTH INC COM
$40.0M
AYIACUITY BRANDS INC COM
$39.7M
NTAPNETAPP INC COM
$38.5M
PRGSPROGRESS SOFTWARE CORP COM
$38.2M
WFCWELLS FARGO CO NEW COM
$37.2M
METAMETA PLATFORMS INC CL A
$35.4M
VMWEURVMWARE INC CL A COM
$34.9M
AAPLAPPLE INC COM
$34.8M
BACBK OF AMERICA CORP COM
$34.7M
CSCOCISCO SYS INC COM
$33.8M
CVSCVS HEALTH CORP COM
$33.1M
WMTWALMART INC COM
$31.2M
BMYBRISTOL-MYERS SQUIBB CO COM
$30.1M
RHIROBERT HALF INTL INC COM
$27.3M
COFCAPITAL ONE FINL CORP COM
$26.9M
AWMSKYWORKS SOLUTIONS INC COM
$26.3M
EBAEBAY INC. COM
$25.6M
LBRDALIBERTY BROADBAND CORP COM SER
$25.3M
TKRTIMKEN CO COM
$24.0M
LSTRLANDSTAR SYS INC COM
$23.7M
TRVCCITIGROUP INC COM NEW
$23.5M
CMICUMMINS INC COM
$22.2M
NOCNORTHROP GRUMMAN CORP COM
$21.8M
ACIALBERTSONS COS INC COMMON STOC
$21.5M
MSMMSC INDL DIRECT INC CL A
$21.2M
MKLMARKEL CORP COM
$20.1M
MTBM & T BK CORP COM
$19.4M
DFSEURDISCOVER FINL SVCS COM
$19.1M
GOOGLALPHABET INC CAP STK CL A
$17.4M
GHCGRAHAM HLDGS CO COM CL B
$17.3M
LKQ1LKQ CORP COM
$16.8M
PACWUSDPACWEST BANCORP DEL COM
$13.2M
MSFTMICROSOFT CORP COM
$12.4M
SPHRMADISON SQUARE GRDN ENTERTNMNT
$12.3M
LBRDKLIBERTY BROADBAND CORP COM SER
$12.0M
VRTXVERTEX PHARMACEUTICALS INC COM
$11.5M
OGNORGANON & CO COMMON STOCK
$10.1M
CHKPCHECK POINT SOFTWARE TECH LTD
$10.0M
SEIZERT CAPITAL PARTNERS LARGE
$9.2M
AXPAMERICAN EXPRESS CO COM
$9.0M
ATKRATKORE INC COM
$8.9M
ZIONZIONS BANCORPORATION N A COM
$8.8M
QCOMQUALCOMM INC COM
$8.8M
CRUSCIRRUS LOGIC INC COM
$8.7M
TGTTARGET CORP COM
$8.2M
GILDGILEAD SCIENCES INC COM
$8.1M
UTHRUNITED THERAPEUTICS CORP DEL C
$7.2M
LRCXEURLAM RESEARCH CORP COM
$6.9M
INCYINCYTE CORP COM
$6.7M
FFIVF5 INC COM
$6.7M
EX9EXELIXIS INC COM
$6.4M
QRVOQORVO INC COM
$6.3M
SEIZERT CAPITAL PARTNERS LARGE
$6.2M
ATVIEURACTIVISION BLIZZARD INC COM
$6.1M
ALKSALKERMES PLC SHS
$6.0M
ZBRAZEBRA TECHNOLOGIES CORP CL A
$5.5M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$5.5M
TROWPRICE T ROWE GROUP INC COM
$5.0M
THFFFIRST FINL CORP IND COM
$4.6M
CSGSCSG SYS INTL INC COM
$4.3M
AITAPPLIED INDL TECHNOLOGIES INC
$4.2M
GMS1EURGMS INC COM
$4.2M
CXTCRANE HLDGS CO COM
$4.0M
EMEEMCOR GROUP INC COM
$4.0M
MATWMATTHEWS INTL CORP CL A
$4.0M
GEFGREIF INC CL A
$4.0M
ADUSADDUS HOMECARE CORP COM
$3.9M
SEMSELECT MED HLDGS CORP COM
$3.9M
EVREVERCORE INC CLASS A
$3.9M
VGSHVANGUARD SCOTTSDALE FDS SHORT
$3.9M
EVTCEVERTEC INC COM
$3.9M
SAICSCIENCE APPLICATIONS INTL CORP
$3.8M
DFINDONNELLEY FINL SOLUTIONS INC C
$3.8M
HCKTHACKETT GROUP INC COM
$3.8M
WSBFWATERSTONE FINL INC MD COM
$3.7M
2362120DSINCLAIR BROADCAST GROUP INC C
$3.7M
HLFHERBALIFE NUTRITION LTD COM SH
$3.7M
MEIMETHODE ELECTRS INC COM
$3.7M
IBCPINDEPENDENT BK CORP MICH COM N
$3.6M
PBVPRESTIGE CONSMR HEALTHCARE INC
$3.6M
AIMCUSDALTRA INDL MOTION CORP COM
$3.6M
PINCPREMIER INC CL A
$3.5M
HHC*HOWARD HUGHES CORP COM
$3.5M
HLIHOULIHAN LOKEY INC CL A
$3.4M
TOWNTOWNEBANK PORTSMOUTH VA COM
$3.4M
MCFTMASTERCRAFT BOAT HLDGS INC COM
$3.3M
RYIRYERSON HLDG CORP COM
$3.3M
MBINMERCHANTS BANCORP IND COM
$3.3M
HIHILLENBRAND INC COM
$3.2M
KFYKORN FERRY COM NEW
$3.1M
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