SEIZERT CAPITAL PARTNERS, LLC Q4 2018 Filing

Filed February 8, 2019

Portfolio Value

$2.2B

Holdings

203

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (203 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DELAWARE CO
$91.9M
DISCKUSDDISCOVERY INC COM SER C
$76.7M
FWONALIBERTY MEDIA CORP SERIES C LI
$69.9M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$68.5M
AYIACUITY BRANDS INC COM
$63.0M
AGOASSURED GUARANTY LTD COM
$55.3M
CMICUMMINS INC COM
$55.0M
LBRDKLIBERTY BROADBAND CORP COM SER
$54.9M
WDCWESTERN DIGITAL CORP COM
$52.2M
AMGNAMGEN INC COM
$51.8M
AAPLAPPLE INC COM
$50.3M
JPMJPMORGAN CHASE & CO COM
$45.1M
BACBANK AMER CORP COM
$44.4M
HHC*HOWARD HUGHES CORP COM
$44.2M
IRINGERSOLL-RAND PLC SHS
$41.9M
JNJJOHNSON & JOHNSON COM
$40.7M
CSCOCISCO SYS INC COM
$39.1M
CHRWC H ROBINSON WORLDWIDE INC COM
$38.1M
GILDGILEAD SCIENCES INC COM
$36.5M
FFIVF5 NETWORKS INC COM
$34.5M
CHDCHURCH & DWIGHT INC COM
$34.5M
MSFTMICROSOFT CORP COM
$34.0M
CVSCVS HEALTH CORP COM
$33.3M
MCKMCKESSON CORP COM
$33.0M
INTCINTEL CORP COM
$31.8M
PACWUSDPACWEST BANCORP DEL COM
$31.6M
VZVERIZON COMMUNICATIONS INC COM
$31.2M
QCOMQUALCOMM INC COM
$30.7M
CHKPCHECK POINT SOFTWARE TECH LTD
$30.3M
BIIBBIOGEN INC COM
$30.3M
WMTWALMART INC COM
$29.2M
DOXAMDOCS LTD SHS
$29.0M
DFSEURDISCOVER FINL SVCS COM
$28.8M
ABGAMERISOURCEBERGEN CORP COM
$27.8M
UHSUNIVERSAL HLTH SVCS INC CL B
$27.6M
GSGOLDMAN SACHS GROUP INC COM
$26.7M
GHCGRAHAM HLDGS CO COM
$26.5M
BKUBANKUNITED INC COM
$26.1M
ORCLORACLE CORP COM
$25.7M
LBRDALIBERTY BROADBAND CORP COM SER
$24.6M
CTXSEURCITRIX SYS INC COM
$24.5M
W3UWESTERN UN CO COM
$24.2M
GOOGLALPHABET INC CAP STK CL A
$23.9M
DGXQUEST DIAGNOSTICS INC COM
$23.6M
ELVANTHEM INC COM
$22.9M
CELGCELGENE CORP COM
$22.7M
HRBBLOCK H & R INC COM
$21.0M
ZIONZIONS BANCORPORATION N A COM
$18.6M
EPCEDGEWELL PERS CARE CO COM
$18.3M
DLXDELUXE CORP COM
$18.0M
RFREGIONS FINL CORP NEW COM
$17.4M
COFCAPITAL ONE FINL CORP COM
$16.6M
PFEPFIZER INC COM
$16.1M
RHIROBERT HALF INTL INC COM
$14.5M
PRUPRUDENTIAL FINL INC COM
$14.3M
GDGENERAL DYNAMICS CORP COM
$13.4M
HPEHEWLETT PACKARD ENTERPRISE CO
$13.0M
XOMEXXON MOBIL CORP COM
$12.3M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$10.8M
NOCNORTHROP GRUMMAN CORP COM
$10.5M
MOALTRIA GROUP INC COM
$9.8M
LRCXEURLAM RESEARCH CORP COM
$9.4M
SEIZERT CAPITAL PARTNERS LARGE
$8.1M
LEALEAR CORP COM NEW
$7.0M
IWDISHARES TR RUS 1000 VAL ETF
$6.9M
SPYSPDR S&P 500 ETF TR TR UNIT
$6.3M
EVTCEVERTEC INC COM
$4.2M
IWRISHARES TR RUS MID CAP ETF
$3.7M
UVEUNIVERSAL INS HLDGS INC COM
$3.5M
FCNFTI CONSULTING INC COM
$3.3M
CA8ACACI INTL INC CL A
$3.2M
WSBFWATERSTONE FINL INC MD COM
$3.1M
MCHBHOMESTREET INC COM
$3.1M
MMSMAXIMUS INC COM
$3.1M
RBCAAREPUBLIC BANCORP KY CL A
$2.9M
TOWER INTL INC COM
$2.8M
BCCBOISE CASCADE CO DEL COM
$2.8M
CPSCOOPER STD HLDGS INC COM
$2.8M
EVSBEATON VANCE TX MGD DIV EQ INCM
$2.8M
RRXREGAL BELOIT CORP COM
$2.7M
NIJNELNET INC CL A
$2.7M
DECKDECKERS OUTDOOR CORP COM
$2.7M
OECORION ENGINEERED CARBONS S A C
$2.6M
SPUSDSP PLUS CORP COM
$2.5M
AMC NETWORKS INC CL A
$2.4M
NVMINOVA MEASURING INSTRUMENTS LTD
$2.4M
CIGICOLLIERS INTL GROUP INC SUB VT
$2.4M
RMRRMR GROUP INC CL A
$2.4M
TCF FINL CORP COM
$2.3M
FIRST DEFIANCE FINL CORP COM
$2.3M
GNRCGENERAC HLDGS INC COM
$2.3M
CBPXEURCONTINENTAL BLDG PRODS INC COM
$2.3M
PLOWDOUGLAS DYNAMICS INC COM
$2.3M
FNFABRINET SHS
$2.3M
EVSBEATON VANCE TX ADV GLBL DIV FD
$2.2M
BSVVANGUARD BD INDEX FD INC SHORT
$2.1M
CLGXCORELOGIC INC COM
$2.0M
KROKRONOS WORLDWIDE INC COM
$2.0M
CPFCENTRAL PAC FINL CORP COM NEW
$2.0M
MSMMSC INDL DIRECT INC CL A
$1.9M
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