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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 27
增持 57
减持 47
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
FHN
FIRST HORIZON CORPORATION COM
+$30.0M
1,834,871
减持
MCK
MCKESSON CORP COM
-$26.5M
1,441
-99%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$23.0M
436,039
+511%
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
NSP
INSPERITY INC COM
-$22.2M
0
-100%
减持
—
LIBERTY MEDIA CORP SERIES C LI
-$19.9M
821,374
-41%
减持
BAC
BK OF AMERICA CORP COM
-$19.4M
941,366
-35%
减持
MSFT
MICROSOFT CORP COM
-$10.3M
59,632
-45%
减持
AAPL
APPLE INC COM
+$10.0M
304,430
-2%
增持
EBAY
EBAY INC. COM
+$9.1M
785,128
+27%
建仓
—
ACTIVISION BLIZZARD INC COM
+$8.9M
134,016
减持
ELV
ANTHEM INC COM
+$8.2M
102,444
-3%
增持
LSTR
LANDSTAR SYS INC COM
+$8.1M
161,641
+22%
减持
JPM
JPMORGAN CHASE & CO COM
-$7.6M
406,315
-8%
减持
CVS
CVS HEALTH CORP COM
+$7.5M
468,833
-3%
增持
GHC
GRAHAM HLDGS CO COM CL B
+$7.4M
32,737
+46%
减持
AYI
ACUITY BRANDS INC COM
+$7.3M
260,395
-6%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$7.3M
1,583,488
+11%
减持
LEA
LEAR CORP COM NEW
-$6.8M
1,169
-97%
减持
CSCO
CISCO SYS INC COM
+$6.1M
787,641
-2%
减持
—
DISCOVER FINL SVCS COM
-$4.9M
197,269
-12%
增持
BIIB
BIOGEN INC COM
+$4.6M
21,464
+1087%
减持
COF
CAPITAL ONE FINL CORP COM
-$4.5M
204,091
-3%
清仓
HNI
HNI CORP COM
-$4.3M
0
-100%
清仓
—
SUPER MICRO COMPUTER INC COM
-$4.2M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$4.1M
200,486
-2%
减持
NTAP
NETAPP INC COM
-$3.9M
541,478
-10%
增持
—
LAM RESEARCH CORP COM
+$3.9M
13,456
+32%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$3.8M
152,235
-3%
清仓
ONEW
ONEWATER MARINE INC CL A COM
-$3.8M
0
-100%
减持
EXEL
EXELIXIS INC COM
-$3.8M
415,818
-23%
减持
—
ALKERMES PLC SHS
-$3.6M
281,793
-15%
减持
—
PACWEST BANCORP DEL COM
-$3.5M
285,363
-21%
增持
SPHR
MADISON SQUARE GRDN ENTERTNMNT
+$3.4M
281,279
+25%
减持
—
LIBERTY MEDIA CORP DEL COM C S
+$3.3M
1,745,410
-3%
增持
AMGN
AMGEN INC COM
+$3.2M
203,355
+2%
减持
OGN
ORGANON & CO COMMON STOCK
-$3.1M
468,448
-11%
清仓
—
CIMPRESS PLC SHS EURO
-$3.0M
0
-100%
减持
WFC
WELLS FARGO CO NEW COM
-$2.9M
941,769
-9%
减持
PBH
PRESTIGE CONSMR HEALTHCARE INC
-$2.9M
54,558
-51%
减持
—
PERFICIENT INC COM
-$2.8M
25,073
-52%
建仓
AUB
ATLANTIC UN BANKSHARES CORP CO
+$2.8M
74,279
减持
ZION
ZIONS BANCORPORATION N A COM
-$2.8M
328,280
-13%
增持
DLB
DOLBY LABORATORIES INC COM CL
+$2.7M
87,177
+36%
建仓
WSBC
WESBANCO INC COM
+$2.6M
75,510
减持
ORCL
ORACLE CORP COM
-$2.6M
174,378
-15%
建仓
DFIN
DONNELLEY FINL SOLUTIONS INC C
+$2.5M
52,972
清仓
TTEC
TTEC HLDGS INC COM
-$2.5M
0
-100%
建仓
—
THE AARONS COMPANY INC COM
+$2.4M
98,071
减持
LBRDA
LIBERTY BROADBAND CORP COM SER
-$2.4M
204,067
-3%
增持
—
BEACON ROOFING SUPPLY INC COM
+$2.4M
70,427
+100%
减持
MKL
MARKEL CORP COM
-$2.3M
14,751
-14%
减持
ACI
ALBERTSONS COS INC COMMON STOC
-$2.3M
1,051,069
-4%
建仓
FNKO
FUNKO INC COM CL A
+$2.2M
114,444
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$2.1M
38,598
+10%
增持
QCRH
QCR HOLDINGS INC COM
+$2.1M
71,698
+91%
建仓
—
HILLENBRAND INC COM
+$2.1M
39,892
增持
AXP
AMERICAN EXPRESS CO COM
+$2.1M
77,705
+22%
建仓
MBIN
MERCHANTS BANCORP IND COM
+$2.1M
43,677
建仓
—
LIBERTY LATIN AMERICA LTD COM
+$2.1M
180,141
增持
—
DISCOVERY INC COM SER C
+$2.0M
1,988,491
+11%
建仓
HOPE
HOPE BANCORP INC COM
+$2.0M
135,247
建仓
MATW
MATTHEWS INTL CORP CL A
+$2.0M
54,049
建仓
GEF
GREIF INC CL A
+$2.0M
32,381
减持
RHI
ROBERT HALF INTL INC COM
+$1.9M
361,818
-5%
增持
IWD
ISHARES TR RUS 1000 VAL ETF
+$1.9M
13,467
+559%
建仓
HRB
BLOCK H & R INC COM
+$1.9M
81,515
减持
NOC
NORTHROP GRUMMAN CORP COM
+$1.9M
99,839
-2%
减持
JNJ
JOHNSON & JOHNSON COM
+$1.8M
262,770
-2%
增持
PRGS
PROGRESS SOFTWARE CORP COM
+$1.8M
165,717
+31%
增持
HLI
HOULIHAN LOKEY INC CL A
+$1.8M
34,617
+75%
清仓
PLUS
EPLUS INC COM
-$1.7M
0
-100%
增持
—
ALTRA INDL MOTION CORP COM
+$1.6M
65,537
+110%
减持
CRUS
CIRRUS LOGIC INC COM
-$1.6M
120,465
-22%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
-$1.6M
219,166
+1%
清仓
ORLY
OREILLY AUTOMOTIVE INC COM
-$1.6M
0
-100%
减持
FIX
COMFORT SYS USA INC COM
-$1.5M
27,662
-53%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
+$1.4M
100,813
-0%
清仓
MAN
MANPOWERGROUP INC WIS COM
-$1.4M
0
-100%
增持
MCHB
HOMESTREET INC COM
+$1.4M
114,649
+3%
增持
—
GMS INC COM
+$1.4M
78,064
+3%
减持
AZO
AUTOZONE INC COM
+$1.3M
27,696
-17%
减持
CW
CURTISS WRIGHT CORP COM
-$1.3M
90,512
-17%
增持
BSRR
SIERRA BANCORP COM
+$1.3M
121,366
+46%
减持
REGN
REGENERON PHARMACEUTICALS COM
+$1.3M
87,362
-2%
增持
EXLS
EXLSERVICE HOLDINGS INC COM
+$1.2M
48,086
+2%
建仓
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.1M
2,570
增持
CPF
CENTRAL PAC FINL CORP COM NEW
+$1.1M
114,874
+38%
增持
NUS
NU SKIN ENTERPRISES INC CL A
+$1.1M
97,829
+2%
增持
SAIC
SCIENCE APPLICATIONS INTL CORP
+$1.1M
33,940
+63%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.0M
9,432
-4%
增持
SMP
STANDARD MTR PRODS INC COM
+$1.0M
105,534
+3%
增持
—
CSG SYS INTL INC COM
+$1.0M
96,948
+3%
减持
—
HOWARD HUGHES CORP COM
-$1.0M
84,576
-23%
减持
LKQ
LKQ CORP COM
+$1.0M
360,272
-12%
增持
—
CHECK POINT SOFTWARE TECH LTD
+$1.0M
158,236
+3%
增持
WAFD
WASHINGTON FED INC COM
+$992.0K
97,368
+48%
增持
—
AMC NETWORKS INC CL A
-$865.0K
78,836
+3%
减持
GOLF
ACUSHNET HLDGS CORP COM
-$829.0K
53,581
-32%
清仓
—
KAMADA LTD SHS
-$828.0K
0
-100%
减持
EFOR
ASGN INC COM
-$826.0K
23,850
-28%
清仓
—
ZIX CORP COM
-$814.0K
0
-100%
增持
MEI
METHODE ELECTRS INC COM
+$809.0K
98,926
+3%
减持
—
GOLDMAN SACHS GROUP INC COM
-$786.0K
140,943
-3%
增持
—
SELECT MED HLDGS CORP COM
-$780.0K
132,329
+2%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER
-$769.0K
136,306
+4%
增持
FCN
FTI CONSULTING INC COM
+$738.0K
33,384
+3%
增持
MCFT
MASTERCRAFT BOAT HLDGS INC COM
+$689.0K
177,089
+3%
建仓
CSV
CARRIAGE SVCS INC COM
+$681.0K
10,569
减持
TKR
TIMKEN CO COM
+$679.0K
444,422
-3%
清仓
HOFT
HOOKER FURNISHINGS CORPORATION
-$677.0K
0
-100%
增持
INCY
INCYTE CORP COM
+$668.0K
126,138
+1%
清仓
XPEL
XPEL INC COM
-$662.0K
0
-100%
建仓
LRN
STRIDE INC COM
+$649.0K
19,457
清仓
JOUT
JOHNSON OUTDOORS INC CL A
-$646.0K
0
-100%
增持
CMI
CUMMINS INC COM
+$635.0K
105,138
+6%
清仓
—
FONAR CORP COM NEW
-$608.0K
0
-100%
增持
AIT
APPLIED INDL TECHNOLOGIES INC
+$607.0K
41,000
+3%
清仓
EA
ELECTRONIC ARTS INC COM
-$589.0K
0
-100%
建仓
MBWM
MERCANTILE BK CORP COM
+$561.0K
16,007
建仓
GSBC
GREAT SOUTHN BANCORP INC COM
+$559.0K
9,437
增持
IBCP
INDEPENDENT BK CORP MICH COM N
+$557.0K
190,101
+3%
增持
ATKR
ATKORE INC COM
+$545.0K
20,577
+3%
建仓
FISI
FINANCIAL INSTNS INC COM
+$539.0K
16,965
建仓
DIS
DISNEY WALT CO COM
+$530.0K
3,420
增持
EME
EMCOR GROUP INC COM
+$517.0K
34,666
+3%
清仓
WLDN
WILLDAN GROUP INC COM
-$513.0K
0
-100%
增持
EVTC
EVERTEC INC COM
+$498.0K
92,844
+2%
增持
FSS
FEDERAL SIGNAL CORP COM
+$488.0K
85,650
+3%
清仓
IESC
IES HLDGS INC COM
-$484.0K
0
-100%
建仓
—
SMART GLOBAL HLDGS INC SHS
+$446.0K
6,280
增持
WSBF
WATERSTONE FINL INC MD COM
+$438.0K
231,982
+3%
清仓
ACU
ACME UTD CORP COM
-$438.0K
0
-100%
增持
THFF
FIRST FINL CORP IND COM
+$437.0K
102,206
+3%
增持
—
CRANE CO COM
+$429.0K
45,847
+3%
建仓
—
MERIDIAN BIOSCIENCE INC COM
+$428.0K
20,988
增持
MED
MEDIFAST INC COM
+$427.0K
19,882
+2%
增持
GILD
GILEAD SCIENCES INC COM
+$415.0K
124,939
+1%
减持
FFIV
F5 INC COM
-$398.0K
39,937
-22%
增持
OZK
BANK OZK COM
+$394.0K
84,607
+3%
增持
ALRM
ALARM COM HLDGS INC COM
+$393.0K
45,661
+3%
建仓
PAHC
PHIBRO ANIMAL HEALTH CORP CL A
+$389.0K
19,070
增持
LGIH
LGI HOMES INC COM
+$388.0K
24,030
+3%
建仓
EGRX
EAGLE PHARMACEUTICALS INC COM
+$375.0K
7,370
建仓
—
FLUSHING FINL CORP COM
+$373.0K
15,349
减持
MSM
MSC INDL DIRECT INC CL A
+$366.0K
286,342
-3%
增持
—
CBM BANCORP INC COM
+$366.0K
58,300
+105%
建仓
—
BANCO LATINOAMERICANO DE SHS E
+$365.0K
21,991
增持
HTH
HILLTOP HOLDINGS INC COM
+$364.0K
110,524
+3%
增持
ZUMZ
ZUMIEZ INC COM
+$358.0K
38,678
+3%
增持
NRC
NATIONAL RESH CORP COM NEW
+$346.0K
15,944
+113%