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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 28
增持 50
减持 49
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
—
LIBERTY MEDIA CORP SERIES C LI
-$50.0M
27,247
-97%
建仓
META
META PLATFORMS INC
+$45.6M
205,189
建仓
—
VMWARE INC CL A COM
+$43.3M
380,675
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
—
TRANE TECHNOLOGIES PLC SHS
-$30.8M
0
-100%
清仓
INTC
INTEL CORP COM
-$12.6M
0
-100%
增持
—
ACTIVISION BLIZZARD INC COM
+$12.6M
268,366
+100%
增持
LBRDA
LIBERTY BROADBAND CORP COM SER
+$10.6M
331,696
+63%
减持
—
LIBERTY MEDIA CORP DEL COM C S
-$10.1M
1,720,741
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$9.9M
197,923
-1%
减持
JPM
JPMORGAN CHASE & CO COM
-$9.9M
399,652
-2%
减持
BAC
BK OF AMERICA CORP COM
-$9.7M
781,343
-17%
增持
MKL
MARKEL CORP COM
+$9.3M
18,618
+26%
减持
CVS
CVS HEALTH CORP COM
-$9.2M
387,029
-17%
减持
—
GOLDMAN SACHS GROUP INC COM
-$8.4M
137,955
-2%
减持
CSCO
CISCO SYS INC COM
-$8.3M
745,436
-5%
减持
FHN
FIRST HORIZON CORPORATION COM
-$8.1M
932,256
-49%
减持
—
CHECK POINT SOFTWARE TECH LTD
-$8.0M
75,849
-52%
增持
COF
CAPITAL ONE FINL CORP COM
+$7.6M
283,571
+39%
减持
ZION
ZIONS BANCORPORATION N A COM
-$7.6M
200,644
-39%
增持
—
PACWEST BANCORP DEL COM
+$6.9M
458,483
+61%
减持
AYI
ACUITY BRANDS INC COM
-$6.5M
256,908
-1%
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$6.1M
1,621,350
+2%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
+$6.0M
300,181
+37%
建仓
QCOM
QUALCOMM INC COM
+$5.6M
36,430
清仓
BIIB
BIOGEN INC COM
-$5.2M
0
-100%
减持
LSTR
LANDSTAR SYS INC COM
-$4.9M
159,433
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$4.7M
8,131
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$4.3M
431,375
-1%
清仓
MED
MEDIFAST INC COM
-$4.2M
0
-100%
增持
EBAY
EBAY INC. COM
-$4.1M
839,557
+7%
增持
—
WARNER BROS DISCOVERY INC COM
+$4.1M
1,988,956
+0%
清仓
—
BEACON ROOFING SUPPLY INC COM
-$4.0M
0
-100%
清仓
QCRH
QCR HOLDINGS INC COM
-$4.0M
0
-100%
减持
ACI
ALBERTSONS COS INC COMMON STOC
-$3.9M
837,628
-20%
减持
RHI
ROBERT HALF INTL INC COM
-$3.7M
320,708
-11%
增持
SPHR
MADISON SQUARE GRDN ENTERTNMNT
+$3.7M
281,364
+0%
增持
AMGN
AMGEN INC COM
+$3.5M
203,703
+0%
减持
MSFT
MICROSOFT CORP COM
-$3.4M
54,040
-9%
清仓
—
PERFICIENT INC COM
-$3.2M
0
-100%
建仓
KFY
KORN FERRY COM NEW
+$3.2M
49,711
减持
AAPL
APPLE INC COM
-$3.2M
291,153
-4%
减持
MCHB
HOMESTREET INC COM
-$3.0M
62,381
-46%
减持
WFC
WELLS FARGO CO NEW COM
-$2.9M
872,049
-7%
清仓
GOLF
ACUSHNET HLDGS CORP COM
-$2.8M
0
-100%
清仓
AUB
ATLANTIC UN BANKSHARES CORP CO
-$2.8M
0
-100%
清仓
FIX
COMFORT SYS USA INC COM
-$2.7M
0
-100%
清仓
—
AMC NETWORKS INC CL A
-$2.7M
0
-100%
减持
MTB
M & T BK CORP COM
+$2.7M
195,524
-1%
建仓
SIMO
SILICON MOTION TECHNOLOGY CORP
+$2.3M
34,531
建仓
—
ITURAN LOCATION AND CONTROL SH
+$2.3M
99,225
减持
AZO
AUTOZONE INC COM
-$2.3M
27,297
-1%
减持
OZK
BANK OZK COM
-$2.2M
40,129
-53%
减持
CRUS
CIRRUS LOGIC INC COM
-$2.2M
104,925
-13%
清仓
MCY
MERCURY GENL CORP NEW COM
-$2.1M
0
-100%
增持
—
NEXTGEN HEALTHCARE INC COM
+$2.1M
152,726
+159%
减持
—
THE AARONS COMPANY INC COM
-$2.1M
15,646
-84%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$2.0M
40,078
+4%
减持
IWD
ISHARES TR RUS 1000 VAL ETF
-$2.0M
1,807
-87%
建仓
SFM
SPROUTS FMRS MKT INC COM
+$1.9M
59,289
清仓
ZUMZ
ZUMIEZ INC COM
-$1.9M
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS COM
+$1.8M
81,605
-7%
减持
DLB
DOLBY LABORATORIES INC COM CL
-$1.8M
83,210
-5%
增持
—
HILLENBRAND INC COM
+$1.8M
87,493
+119%
减持
ELV
ANTHEM INC COM
+$1.8M
100,271
-2%
建仓
VNT
VONTIER CORPORATION COM
+$1.7M
68,864
建仓
—
FABRINET SHS
+$1.7M
16,260
减持
EXEL
EXELIXIS INC COM
+$1.7M
410,218
-1%
减持
—
UNITED THERAPEUTICS CORP DEL C
-$1.7M
42,906
-1%
建仓
ICFI
ICF INTL INC COM
+$1.7M
17,924
建仓
—
VERINT SYS INC COM
+$1.6M
31,871
减持
HTH
HILLTOP HOLDINGS INC COM
-$1.6M
76,651
-31%
增持
GILD
GILEAD SCIENCES INC COM
-$1.6M
125,513
+0%
增持
—
NOMAD FOODS LTD USD ORD SHS
+$1.6M
148,250
+116%
建仓
EVR
EVERCORE INC CLASS A
+$1.6M
14,312
减持
FFIV
F5 INC COM
-$1.6M
39,355
-1%
建仓
BCC
BOISE CASCADE CO DEL COM
+$1.5M
21,508
增持
GEF
GREIF INC CL A
+$1.5M
52,613
+62%
建仓
—
ENCORE WIRE CORP COM
+$1.5M
12,843
建仓
—
TRI POINTE HOMES INC COM
+$1.4M
71,853
建仓
—
DOLE PLC ORD SHS
+$1.4M
115,585
增持
DFIN
DONNELLEY FINL SOLUTIONS INC C
+$1.4M
116,083
+119%
建仓
—
MASONITE INTL CORP COM
+$1.3M
15,024
增持
PRGS
PROGRESS SOFTWARE CORP COM
+$1.2M
195,875
+18%
减持
EXLS
EXLSERVICE HOLDINGS INC COM
-$1.2M
40,101
-17%
清仓
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$1.1M
0
-100%
增持
CMI
CUMMINS INC COM
+$1.1M
117,098
+11%
减持
CW
CURTISS WRIGHT CORP COM
-$1.0M
76,595
-15%
增持
MATW
MATTHEWS INTL CORP CL A
+$1.0M
93,168
+72%
增持
LKQ
LKQ CORP COM
-$1.0M
453,702
+26%
减持
JNJ
JOHNSON & JOHNSON COM
+$994.0K
259,245
-1%
清仓
—
PROVIDENT BANCORP INC COM NEW
-$984.0K
0
-100%
减持
ORCL
ORACLE CORP COM
-$975.0K
172,039
-1%
增持
EVTC
EVERTEC INC COM
-$837.0K
92,917
+0%
增持
ALRM
ALARM COM HLDGS INC COM
-$836.0K
45,698
+0%
增持
FSS
FEDERAL SIGNAL CORP COM
-$819.0K
85,717
+0%
增持
—
GMS INC COM
-$804.0K
78,126
+0%
增持
—
DISCOVER FINL SVCS COM
+$729.0K
213,496
+8%
增持
ATKR
ATKORE INC COM
+$715.0K
30,505
+48%
增持
SMP
STANDARD MTR PRODS INC COM
-$710.0K
111,708
+6%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$678.0K
87,927
-12%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER
-$658.0K
157,410
+15%
增持
MCFT
MASTERCRAFT BOAT HLDGS INC COM
-$655.0K
177,229
+0%
清仓
ASTH
APOLLO MED HLDGS INC COM NEW
-$628.0K
0
-100%
减持
SCSC
SCANSOURCE INC COM
-$621.0K
17,588
-50%
减持
INCY
INCYTE CORP COM
+$587.0K
123,970
-2%
增持
MEI
METHODE ELECTRS INC COM
-$582.0K
99,004
+0%
增持
WSBF
WATERSTONE FINL INC MD COM
-$581.0K
232,165
+0%
增持
GHC
GRAHAM HLDGS CO COM CL B
-$573.0K
32,784
+0%
建仓
IIIN
INSTEEL INDS INC COM
+$568.0K
15,344
增持
HCKT
HACKETT GROUP INC COM
+$543.0K
213,399
+0%
增持
HLI
HOULIHAN LOKEY INC CL A
-$542.0K
34,646
+0%
清仓
—
NATUS MED INC DEL COM
-$533.0K
0
-100%
清仓
DIS
DISNEY WALT CO COM
-$530.0K
0
-100%
减持
WMT
WALMART INC COM
+$528.0K
234,678
-1%
减持
—
ALKERMES PLC SHS
+$519.0K
268,882
-5%
增持
EME
EMCOR GROUP INC COM
-$509.0K
34,693
+0%
增持
NTAP
NETAPP INC COM
-$479.0K
594,366
+10%
减持
OGN
ORGANON & CO COMMON STOCK
-$436.0K
395,865
-15%
增持
LGIH
LGI HOMES INC COM
-$429.0K
33,614
+40%
增持
PBH
PRESTIGE CONSMR HEALTHCARE INC
-$418.0K
54,603
+0%
清仓
—
PRUDENTIAL BANCORP INC NEW COM
-$414.0K
0
-100%
清仓
MAMA
MAMAMANCINI S HLDGS INC COM
-$395.0K
0
-100%
清仓
SFBC
SOUND FINL BANCORP INC COM
-$389.0K
0
-100%
增持
—
SELECT MED HLDGS CORP COM
+$379.0K
177,943
+34%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
-$365.0K
95,672
-5%
减持
—
CSG SYS INTL INC COM
-$363.0K
82,155
-15%
增持
—
LAM RESEARCH CORP COM
-$359.0K
17,332
+29%
建仓
IMXI
INTERNATIONAL MNY EXPRESS INC
+$357.0K
17,318
增持
IBCP
INDEPENDENT BK CORP MICH COM N
-$352.0K
190,251
+0%
建仓
—
TECNOGLASS INC SHS
+$348.0K
13,803
增持
—
LIBERTY LATIN AMERICA LTD COM
-$325.0K
180,286
+0%
建仓
—
CAMBIUM NETWORKS CORP SHS
+$320.0K
13,523
减持
—
WALGREENS BOOTS ALLIANCE INC C
-$316.0K
40,612
-1%
清仓
HFBL
HOME FED BANCORP INC LA NEW CO
-$316.0K
0
-100%
建仓
—
REV GROUP INC COM
+$312.0K
23,310
建仓
—
LUTHER BURBANK CORP COM
+$312.0K
23,507
增持
—
CRANE CO COM
+$304.0K
45,882
+0%
减持
—
MIX TELEMATICS LTD SPONSORED A
-$297.0K
40,239
-32%
建仓
—
RESOURCES CONNECTION INC COM
+$296.0K
17,286
建仓
ACCO
ACCO BRANDS CORP COM
+$295.0K
36,877
增持
SAIC
SCIENCE APPLICATIONS INTL CORP
+$294.0K
33,968
+0%
建仓
KE
KIMBALL ELECTRONICS INC COM
+$290.0K
14,506
建仓
—
CHASE CORP COM
+$282.0K
3,242
建仓
DGII
DIGI INTL INC COM
+$279.0K
12,987
增持
NUS
NU SKIN ENTERPRISES INC CL A
-$277.0K
97,906
+0%
增持
MBIN
MERCHANTS BANCORP IND COM
-$272.0K
65,565
+50%
减持
CTS
CTS CORP COM
-$270.0K
10,342
-40%
增持
BSRR
SIERRA BANCORP COM
-$261.0K
121,463
+0%
清仓
—
ALTRIA GROUP INC COM
-$221.0K
0
-100%
增持
—
ALTRA INDL MOTION CORP COM
-$221.0K
81,147
+24%
