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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 23
增持 50
减持 56
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
—
WARNER BROS DISCOVERY INC COM
-$49.7M
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$41.4M
3,086,050
增持
PRGS
PROGRESS SOFTWARE CORP COM
+$24.1M
734,925
+275%
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
FHN
FIRST HORIZON CORPORATION COM
-$21.9M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
-$15.2M
200,019
+1%
减持
—
ACTIVISION BLIZZARD INC COM
-$15.1M
82,072
-69%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$14.3M
52,281
-41%
增持
EBAY
EBAY INC. COM
-$12.4M
856,035
+2%
增持
—
LIBERTY MEDIA CORP DEL COM C S
-$11.8M
1,855,164
+8%
减持
MTB
M & T BK CORP COM
-$11.5M
135,677
-31%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
-$11.5M
307,735
+3%
增持
AAPL
APPLE INC COM
-$10.6M
294,626
+1%
增持
RHI
ROBERT HALF INTL INC COM
-$9.9M
356,289
+11%
减持
AYI
ACUITY BRANDS INC COM
-$9.8M
252,116
-2%
减持
ORCL
ORACLE CORP COM
-$9.6M
65,647
-62%
增持
CSCO
CISCO SYS INC COM
-$9.2M
760,079
+2%
减持
CW
CURTISS WRIGHT CORP COM
-$8.8M
20,229
-74%
增持
NTAP
NETAPP INC COM
-$8.8M
621,702
+5%
增持
SPHR
MADISON SQUARE GRDN ENTERTNMNT
-$8.3M
286,970
+2%
增持
JPM
JPMORGAN CHASE & CO COM
-$8.2M
410,928
+3%
减持
ELV
ELEVANCE HEALTH INC COM
-$7.0M
87,640
-13%
增持
COF
CAPITAL ONE FINL CORP COM
-$6.8M
291,947
+3%
增持
REGN
REGENERON PHARMACEUTICALS COM
-$6.6M
85,301
+5%
增持
WFC
WELLS FARGO CO NEW COM
-$6.0M
925,064
+6%
减持
—
VMWARE INC CL A COM
-$6.0M
327,648
-14%
增持
WMT
WALMART INC COM
-$5.8M
239,730
+2%
增持
—
TARGET CORP COM
+$5.5M
40,782
+3170%
减持
AZO
AUTOZONE INC COM
-$5.3M
23,482
-14%
清仓
FCN
FTI CONSULTING INC COM
-$5.3M
0
-100%
增持
LBRDA
LIBERTY BROADBAND CORP COM SER
-$5.0M
338,468
+2%
清仓
—
CRANE CO COM
-$5.0M
0
-100%
清仓
SMP
STANDARD MTR PRODS INC COM
-$4.8M
0
-100%
增持
ACI
ALBERTSONS COS INC COMMON STOC
-$4.8M
862,357
+3%
清仓
NUS
NU SKIN ENTERPRISES INC CL A
-$4.7M
0
-100%
增持
META
META PLATFORMS INC CL A
-$4.6M
254,606
+24%
增持
—
PACWEST BANCORP DEL COM
-$4.5M
574,434
+25%
增持
QCOM
QUALCOMM INC COM
+$4.4M
77,958
+114%
增持
ATKR
ATKORE INC COM
+$4.4M
88,722
+191%
减持
ZION
ZIONS BANCORPORATION N A COM
-$4.3M
173,290
-14%
建仓
CXT
CRANE HLDGS CO COM
+$4.0M
45,821
减持
—
HOWARD HUGHES CORP COM
-$3.9M
69,015
-17%
增持
—
GOLDMAN SACHS GROUP INC COM
-$3.7M
140,805
+2%
减持
—
DISCOVER FINL SVCS COM
-$3.6M
210,907
-1%
减持
MKL
MARKEL CORP COM
-$3.5M
18,547
-0%
减持
AXP
AMERICAN EXPRESS CO COM
-$3.4M
65,916
-2%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$3.4M
8,807
+8%
清仓
LGIH
LGI HOMES INC COM
-$3.3M
0
-100%
建仓
QRVO
QORVO INC COM
+$3.3M
34,504
增持
TKR
TIMKEN CO COM
-$3.1M
519,377
+3%
减持
MSFT
MICROSOFT CORP COM
-$3.0M
53,053
-2%
增持
BAC
BK OF AMERICA CORP COM
-$3.0M
938,417
+20%
清仓
FSS
FEDERAL SIGNAL CORP COM
-$2.9M
0
-100%
清仓
EFOR
ASGN INC COM
-$2.8M
0
-100%
增持
CVS
CVS HEALTH CORP COM
-$2.7M
393,807
+2%
建仓
CI
CIGNA CORP NEW COM
+$2.7M
10,129
建仓
—
HERBALIFE NUTRITION LTD COM SH
+$2.4M
119,170
增持
LBRDK
LIBERTY BROADBAND CORP COM SER
-$2.3M
164,183
+4%
清仓
HTH
HILLTOP HOLDINGS INC COM
-$2.3M
0
-100%
增持
MSM
MSC INDL DIRECT INC CL A
-$2.3M
290,361
+3%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
-$2.2M
93,991
-2%
减持
—
LAM RESEARCH CORP COM
-$2.1M
17,006
-2%
减持
FNKO
FUNKO INC COM CL A
-$1.9M
17,252
-87%
增持
EVR
EVERCORE INC CLASS A
+$1.8M
36,565
+155%
建仓
HUBG
HUB GROUP INC CL A
+$1.7M
24,639
减持
GHC
GRAHAM HLDGS CO COM CL B
-$1.7M
32,317
-1%
减持
CMI
CUMMINS INC COM
-$1.7M
115,327
-2%
清仓
—
VERINT SYS INC COM
-$1.6M
0
-100%
建仓
—
HOSTESS BRANDS INC CL A
+$1.6M
75,421
建仓
—
NV5 GLOBAL INC COM
+$1.6M
13,549
建仓
ADUS
ADDUS HOMECARE CORP COM
+$1.6M
18,638
建仓
EVC
ENTRAVISION COMMUNICATIONS CP
+$1.5M
326,446
建仓
—
PREMIER INC CL A
+$1.4M
40,223
清仓
—
DOLE PLC ORD SHS
-$1.4M
0
-100%
增持
AMGN
AMGEN INC COM
+$1.4M
208,308
+2%
增持
—
ENCORE WIRE CORP COM
+$1.4M
27,724
+116%
建仓
WLY
WILEY JOHN & SONS INC CL A
+$1.4M
29,378
减持
CPF
CENTRAL PAC FINL CORP COM NEW
-$1.4M
85,153
-26%
建仓
ENSG
ENSIGN GROUP INC COM
+$1.4M
18,432
清仓
—
MASONITE INTL CORP COM
-$1.3M
0
-100%
增持
OGN
ORGANON & CO COMMON STOCK
+$1.3M
447,301
+13%
建仓
REZI
RESIDEO TECHNOLOGIES INC COM
+$1.3M
65,261
建仓
RYZ
RYERSON HLDG CORP COM
+$1.2M
54,836
增持
FFIV
F5 INC COM
-$1.2M
46,201
+17%
增持
—
TRI POINTE HOMES INC COM
+$1.1M
147,786
+106%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$992.0K
422,012
-2%
增持
—
NEXTGEN HEALTHCARE INC COM
+$980.0K
239,344
+57%
增持
—
FABRINET SHS
+$918.0K
32,390
+99%
增持
SAIC
SCIENCE APPLICATIONS INTL CORP
+$917.0K
43,478
+28%
减持
—
ALKERMES PLC SHS
+$891.0K
267,384
-1%
减持
HCKT
HACKETT GROUP INC COM
-$878.0K
213,115
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$808.0K
39,984
-0%
减持
EXEL
EXELIXIS INC COM
-$805.0K
408,019
-1%
减持
—
LIBERTY MEDIA CORP SERIES C LI
-$804.0K
17,312
-36%
减持
MCHB
HOMESTREET INC COM
-$796.0K
62,298
-0%
减持
HRB
BLOCK H & R INC COM
+$754.0K
81,473
-0%
增持
GILD
GILEAD SCIENCES INC COM
+$719.0K
132,358
+5%
增持
BCC
BOISE CASCADE CO DEL COM
+$718.0K
37,189
+73%
清仓
LRN
STRIDE INC COM
-$707.0K
0
-100%
清仓
—
CBM BANCORP INC COM
-$694.0K
0
-100%
增持
KFY
KORN FERRY COM NEW
+$662.0K
67,041
+35%
减持
DLB
DOLBY LABORATORIES INC COM CL
-$658.0K
81,764
-2%
增持
JNJ
JOHNSON & JOHNSON COM
+$657.0K
262,537
+1%
增持
—
ITURAN LOCATION AND CONTROL SH
+$654.0K
119,980
+21%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC COM
-$636.0K
176,993
-0%
减持
MEI
METHODE ELECTRS INC COM
-$620.0K
98,872
-0%
增持
DFIN
DONNELLEY FINL SOLUTIONS INC C
+$591.0K
152,002
+31%
清仓
SXI
STANDEX INTL CORP COM
-$584.0K
0
-100%
减持
SIMO
SILICON MOTION TECHNOLOGY CORP
+$579.0K
34,485
-0%
增持
EBS
EMERGENT BIOSOLUTIONS INC COM
+$570.0K
102,375
+61%
清仓
MLR
MILLER INDS INC TENN COM NEW
-$567.0K
0
-100%
减持
WSBF
WATERSTONE FINL INC MD COM
-$537.0K
231,855
-0%
建仓
MBUU
MALIBU BOATS INC COM CL A
+$535.0K
10,159
减持
EXLS
EXLSERVICE HOLDINGS INC COM
-$528.0K
35,412
-12%
减持
IBCP
INDEPENDENT BK CORP MICH COM N
-$523.0K
189,998
-0%
增持
HLI
HOULIHAN LOKEY INC CL A
+$487.0K
44,710
+29%
减持
INCY
INCYTE CORP COM
-$479.0K
123,301
-1%
减持
—
UNITED THERAPEUTICS CORP DEL C
+$471.0K
34,668
-19%
清仓
—
MIX TELEMATICS LTD SPONSORED A
-$451.0K
0
-100%
增持
MATW
MATTHEWS INTL CORP CL A
+$448.0K
120,794
+30%
减持
—
GMS INC COM
-$416.0K
78,022
-0%
减持
BSRR
SIERRA BANCORP COM
-$398.0K
121,301
-0%
减持
SFM
SPROUTS FMRS MKT INC COM
-$397.0K
59,210
-0%
减持
—
NOMAD FOODS LTD USD ORD SHS
-$387.0K
148,053
-0%
减持
EVTC
EVERTEC INC COM
-$381.0K
92,792
-0%
增持
—
CHECK POINT SOFTWARE TECH LTD
-$377.0K
83,022
+9%
减持
TOWN
TOWNEBANK PORTSMOUTH VA COM
-$353.0K
124,891
-0%
减持
EME
EMCOR GROUP INC COM
-$340.0K
34,646
-0%
清仓
CCEL
CRYO-CELL INTL INC COM
-$332.0K
0
-100%
减持
—
CSG SYS INTL INC COM
-$326.0K
82,046
-0%
减持
—
LIBERTY LATIN AMERICA LTD COM
-$326.0K
180,046
-0%
减持
MHH
MASTECH DIGITAL INC COM
-$322.0K
49,645
-13%
减持
PBH
PRESTIGE CONSMR HEALTHCARE INC
+$315.0K
54,530
-0%
减持
MBIN
MERCHANTS BANCORP IND COM
-$311.0K
65,478
-0%
减持
HOPE
HOPE BANCORP INC COM
-$306.0K
135,174
-0%
减持
—
ALTRA INDL MOTION CORP COM
-$302.0K
81,040
-0%
减持
—
3M CO COM
-$300.0K
10,349
-6%
清仓
IWD
ISHARES TR RUS 1000 VAL ETF
-$300.0K
0
-100%
建仓
NFBK
NORTHFIELD BANCORP INC DEL COM
+$295.0K
22,674
清仓
KE
KIMBALL ELECTRONICS INC COM
-$290.0K
0
-100%
减持
—
HILLENBRAND INC COM
-$286.0K
87,377
-0%
建仓
PCB
PCB BANCORP COM
+$281.0K
15,060
增持
—
WALGREENS BOOTS ALLIANCE INC C
-$278.0K
40,643
+0%
减持
WAFD
WASHINGTON FED INC COM
-$277.0K
97,316
-0%
建仓
PKBK
PARKE BANCORP INC COM
+$276.0K
13,150
建仓
RMR
RMR GROUP INC CL A
+$274.0K
9,663
建仓
—
AUDIOCODES LTD ORD
+$272.0K
12,338
减持
AIT
APPLIED INDL TECHNOLOGIES INC
-$271.0K
40,977
-0%
建仓
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$269.0K
776
增持
—
LUTHER BURBANK CORP COM
+$265.0K
44,244
+88%
建仓
ACEL
ACCEL ENTERTAINMENT INC COM CL
+$258.0K
24,326