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SEIZERT CAPITAL PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SEIZERT CAPITAL PARTNERS, LLC
报告期 2026-03-31 · CIK 0001134283
持仓数
170
前50大市值合计
$1.86B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 81
减持 33
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
WFC
WELLS FARGO CO NEW COM
+$33.4M
1,037,111
+219%
清仓
WDC
WESTERN DIGITAL CORP. COM
-$26.2M
0
-100%
建仓
OGN
ORGANON & CO COMMON STOCK
+$17.4M
529,136
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
EXPEDIA GROUP INC COM NEW
-$15.2M
0
-100%
增持
SPHR
MADISON SQUARE GRDN ENTERTNMNT
+$14.8M
225,214
+1093%
减持
COF
CAPITAL ONE FINL CORP COM
-$13.2M
210,723
-31%
清仓
—
ARISTA NETWORKS INC COM
-$10.3M
0
-100%
增持
WMT
WALMART INC COM
+$10.1M
245,348
+43%
增持
TKR
TIMKEN CO COM
+$8.6M
460,332
+73%
增持
AZO
AUTOZONE INC COM
+$8.4M
33,415
+3%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$7.6M
1,423,616
+32%
建仓
—
SEIZERT CAPITAL PARTNERS LARGE
+$7.0M
389,406
减持
EA
ELECTRONIC ARTS INC COM
-$6.9M
4,144
-92%
减持
ACI
ALBERTSONS COS INC COMMON STOC
+$6.7M
1,091,684
-21%
建仓
PRGS
PROGRESS SOFTWARE CORP COM
+$6.2M
126,805
减持
MCK
MCKESSON CORP COM
-$6.2M
134,613
-22%
增持
—
LIBERTY MEDIA CORP SERIES C LI
+$6.0M
1,397,042
+2%
减持
—
GOLDMAN SACHS GROUP INC COM
-$5.9M
144,707
-9%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$5.3M
89,099
+2%
增持
—
LIBERTY MEDIA CORP DEL COM C S
+$5.2M
1,799,763
+4%
增持
AMGN
AMGEN INC COM
-$5.1M
200,154
+2%
增持
JPM
JPMORGAN CHASE & CO COM
+$5.0M
439,582
+2%
减持
MSFT
MICROSOFT CORP COM
-$4.8M
107,581
-17%
增持
EXEL
EXELIXIS INC COM
+$4.6M
537,162
+44%
减持
AYI
ACUITY BRANDS INC COM
-$4.5M
275,823
-1%
增持
NSP
INSPERITY INC COM
+$4.2M
200,053
+1%
建仓
TOWN
TOWNEBANK PORTSMOUTH VA COM
+$3.8M
121,787
增持
ZION
ZIONS BANCORPORATION N A COM
+$3.6M
379,510
+1%
清仓
NSIT
INSIGHT ENTERPRISES INC COM
-$3.5M
0
-100%
清仓
—
ECHO GLOBAL LOGISTICS INC COM
-$3.4M
0
-100%
增持
BAC
BK OF AMERICA CORP COM
+$3.3M
1,443,272
+3%
建仓
—
GMS INC COM
+$3.3M
76,084
建仓
LGIH
LGI HOMES INC COM
+$3.3M
23,422
清仓
—
PGT INNOVATIONS INC COM
-$3.0M
0
-100%
清仓
THRM
GENTHERM INC COM
-$3.0M
0
-100%
清仓
GDOT
GREEN DOT CORP CL A
-$3.0M
0
-100%
增持
SMP
STANDARD MTR PRODS INC COM
+$2.8M
102,820
+171%
减持
NTAP
NETAPP INC COM
+$2.8M
598,331
-4%
增持
CW
CURTISS WRIGHT CORP COM
+$2.7M
109,652
+17%
清仓
CRTO
CRITEO S A SPONS ADS
-$2.7M
0
-100%
清仓
—
SCIPLAY CORPORATION CL A
-$2.4M
0
-100%
增持
AAPL
APPLE INC COM
+$2.3M
311,239
+2%
增持
LBRDA
LIBERTY BROADBAND CORP COM SER
+$2.3M
209,343
+7%
增持
ONEW
ONEWATER MARINE INC CL A COM
+$2.3M
93,981
+159%
减持
TTEC
TTEC HLDGS INC COM
-$2.2M
26,320
-42%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$2.1M
9,831
-1%
清仓
EGBN
EAGLE BANCORP INC MD COM
-$2.1M
0
-100%
增持
CSCO
CISCO SYS INC COM
+$2.0M
804,922
+2%
增持
ALRM
ALARM COM HLDGS INC COM
+$2.0M
44,503
+155%
清仓
ICUI
ICU MED INC COM
-$2.0M
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.9M
267,207
+7%
清仓
—
INVESTORS BANCORP INC NEW COM
-$1.9M
0
-100%
建仓
QCRH
QCR HOLDINGS INC COM
+$1.9M
37,506
增持
MTB
M & T BK CORP COM
+$1.9M
204,624
+4%
增持
MSM
MSC INDL DIRECT INC CL A
-$1.9M
295,594
+4%
建仓
—
NOMAD FOODS LTD USD ORD SHS
+$1.8M
66,801
建仓
HLI
HOULIHAN LOKEY INC CL A
+$1.8M
19,823
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$1.8M
71,394
+97%
建仓
SAIC
SCIENCE APPLICATIONS INTL CORP
+$1.8M
20,839
减持
ORCL
ORACLE CORP COM
+$1.8M
204,639
-1%
增持
CVS
CVS HEALTH CORP COM
+$1.8M
481,238
+3%
建仓
ATKR
ATKORE INC COM
+$1.7M
20,055
建仓
—
ALTRA INDL MOTION CORP COM
+$1.7M
31,277
建仓
PLUS
EPLUS INC COM
+$1.7M
16,697
建仓
—
BEACON ROOFING SUPPLY INC COM
+$1.7M
35,152
增持
—
WALGREENS BOOTS ALLIANCE INC C
+$1.7M
41,444
+646%
增持
—
PACWEST BANCORP DEL COM
+$1.6M
360,720
+1%
增持
CMI
CUMMINS INC COM
-$1.6M
99,306
+1%
清仓
—
TREEHOUSE FOODS INC COM
-$1.5M
0
-100%
增持
EBS
EMERGENT BIOSOLUTIONS INC COM
+$1.5M
61,854
+140%
增持
MED
MEDIFAST INC COM
-$1.4M
19,399
+8%
增持
IBCP
INDEPENDENT BK CORP MICH COM N
+$1.3M
185,355
+51%
清仓
MSGS
MADISON SQUARE GRDN SPRT CORP
-$1.2M
0
-100%
增持
MCHB
HOMESTREET INC COM
+$1.2M
111,782
+35%
清仓
CAH
CARDINAL HEALTH INC COM
-$1.2M
0
-100%
增持
—
DISCOVER FINL SVCS COM
+$1.2M
225,277
+1%
增持
NUS
NU SKIN ENTERPRISES INC CL A
-$1.2M
96,028
+8%
增持
EXLS
EXLSERVICE HOLDINGS INC COM
+$1.2M
46,914
+8%
增持
CRUS
CIRRUS LOGIC INC COM
+$1.1M
154,467
+14%
增持
—
TRANE TECHNOLOGIES PLC SHS
-$1.1M
156,141
+3%
增持
LKQ
LKQ CORP COM
+$982.0K
409,519
+3%
减持
LEA
LEAR CORP COM NEW
-$942.0K
44,600
-1%
减持
—
LAM RESEARCH CORP COM
-$909.0K
10,181
-1%
增持
GHC
GRAHAM HLDGS CO COM CL B
-$889.0K
22,429
+1%
增持
EBAY
EBAY INC. COM
+$871.0K
619,479
+3%
增持
PBH
PRESTIGE CONSMR HEALTHCARE INC
+$860.0K
110,713
+8%
减持
RHI
ROBERT HALF INTL INC COM
-$798.0K
382,750
-13%
减持
INTC
INTEL CORP COM
-$792.0K
242,695
-1%
清仓
BKNG
BOOKING HOLDINGS INC COM
-$775.0K
0
-100%
增持
EFOR
ASGN INC COM
+$772.0K
33,313
+8%
减持
DLB
DOLBY LABORATORIES INC COM CL
-$747.0K
64,098
-1%
增持
LSTR
LANDSTAR SYS INC COM
+$735.0K
132,212
+4%
减持
—
PERFICIENT INC COM
+$732.0K
52,248
-21%
增持
FFIV
F5 NETWORKS INC COM
+$712.0K
51,166
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$707.0K
34,958
+0%
清仓
—
GP STRATEGIES CORP COM
-$702.0K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PLC
-$694.0K
0
-100%
增持
—
AMC NETWORKS INC CL A
+$691.0K
76,836
+78%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$678.0K
102,162
-1%
增持
—
UNITED THERAPEUTICS CORP DEL C
+$622.0K
50,109
+4%
增持
HCKT
HACKETT GROUP INC COM
+$606.0K
208,126
+8%
增持
WSBF
WATERSTONE FINL INC MD COM
+$507.0K
226,125
+8%
减持
ASTH
APOLLO MED HLDGS INC COM NEW
-$500.0K
8,551
-58%
清仓
—
HEMISPHERE MEDIA GROUP INC CL
-$492.0K
0
-100%
减持
—
ALKERMES PLC SHS
-$489.0K
330,040
-24%
增持
HNI
HNI CORP COM
-$483.0K
118,007
+8%
增持
—
CIMPRESS PLC SHS EURO
-$478.0K
34,574
+8%
建仓
MAMA
MAMAMANCINI S HLDGS INC COM
+$474.0K
196,604
增持
EVTC
EVERTEC INC COM
+$474.0K
90,596
+8%
增持
MCY
MERCURY GENL CORP NEW COM
+$453.0K
39,469
+47%
增持
—
SUPER MICRO COMPUTER INC COM
+$453.0K
114,981
+8%
增持
MKL
MARKEL CORP COM
+$442.0K
17,117
+1%
增持
—
CSG SYS INTL INC COM
+$418.0K
94,545
+8%
增持
THFF
FIRST FINL CORP IND COM
+$417.0K
99,695
+8%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
+$416.0K
101,168
-1%
增持
SCSC
SCANSOURCE INC COM
+$414.0K
35,152
+22%
增持
—
CRANE CO COM
+$402.0K
44,672
+8%
增持
—
SELECT MED HLDGS CORP COM
-$392.0K
129,103
+8%
减持
XPEL
XPEL INC COM
-$365.0K
8,733
-29%
增持
MEI
METHODE ELECTRS INC COM
-$350.0K
96,422
+8%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$344.0K
2,634
+18%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
-$343.0K
216,155
+15%
增持
—
ZIX CORP COM
+$325.0K
115,106
+66%
增持
WAFD
WASHINGTON FED INC COM
+$319.0K
65,799
+8%
建仓
NRC
NATIONAL RESH CORP COM NEW
+$316.0K
7,491
增持
OZK
BANK OZK COM
+$315.0K
82,444
+8%
减持
—
MIX TELEMATICS LTD SPONSORED A
-$303.0K
59,341
-5%
减持
IESC
IES HLDGS INC COM
-$289.0K
10,588
-30%
增持
ELV
ANTHEM INC COM
+$288.0K
105,365
+3%
增持
—
KAMADA LTD SHS
+$282.0K
156,175
+66%
增持
MHH
MASTECH DIGITAL INC COM
+$261.0K
57,327
+20%
增持
FCN
FTI CONSULTING INC COM
+$257.0K
32,543
+8%
增持
INCY
INCYTE CORP COM
-$233.0K
124,905
+19%
增持
—
DISCOVERY INC COM SER C
-$228.0K
1,793,817
+19%
增持
AIT
APPLIED INDL TECHNOLOGIES INC
+$224.0K
39,982
+8%
增持
ZUMZ
ZUMIEZ INC COM
-$218.0K
37,687
+8%
减持
HWKN
HAWKINS INC COM
-$217.0K
18,757
-29%
减持
—
3M CO COM
-$216.0K
9,142
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS SHORT
+$214.0K
74,543
+5%
增持
—
CHECK POINT SOFTWARE TECH LTD
-$208.0K
154,304
+2%
减持
BSV
VANGUARD BD INDEX FDS SHORT TR
-$207.0K
27,765
-8%
减持
ACU
ACME UTD CORP COM
-$187.0K
13,364
-5%
减持
CTS
CTS CORP COM
-$185.0K
22,942
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$155.0K
204,450
+2%
减持
MLR
MILLER INDS INC TENN COM NEW
-$148.0K
20,138
-5%
减持
III
INFORMATION SVCS GROUP INC COM
+$140.0K
134,608
-5%
减持
BIIB
BIOGEN INC COM
-$137.0K
1,809
-3%
减持
JOUT
JOHNSON OUTDOORS INC CL A
-$129.0K
6,104
-5%
增持
—
FIRST FINANCIAL NORTHWEST INC
+$129.0K
59,195
+7%
增持
ALNT
ALLIED MOTION TECHNOLOGIES INC
+$126.0K
26,513
+30%
