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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 25
增持 29
减持 81
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
ALSN
ALLISON TRANSMISSION HLDGS INC
+$13.0M
1,652,796
+0%
减持
JPM
JPMORGAN CHASE & CO COM
+$11.1M
403,982
-2%
减持
PRGS
PROGRESS SOFTWARE CORP COM
+$7.0M
896,058
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。
-0%
减持
—
GOLDMAN SACHS GROUP INC COM
+$7.0M
140,829
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL
+$7.0M
195,626
-2%
增持
WBD
WARNER BROS DISCOVERY INC
-$6.8M
3,600,508
+1%
减持
AZO
AUTOZONE INC COM
+$6.2M
19,253
-0%
减持
CSCO
CISCO SYS INC COM
+$5.8M
829,773
-2%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
-$5.5M
0
-100%
减持
—
VMWARE INC CL A COM
+$5.3M
327,663
-0%
减持
ELV
ELEVANCE HEALTH INC COM
+$5.1M
87,888
-0%
减持
TKR
TIMKEN CO COM
+$4.6M
405,704
-0%
增持
WMT
WALMART INC COM
+$4.4M
250,726
+4%
清仓
CXT
CRANE HLDGS CO COM
-$4.0M
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS COM
-$4.0M
62,726
-12%
增持
QCOM
QUALCOMM INC COM
+$3.9M
115,414
+49%
建仓
ACIW
ACI WORLDWIDE INC COM
+$3.6M
158,307
清仓
—
ALTRA INDL MOTION CORP COM
-$3.6M
0
-100%
建仓
PATK
PATRICK INDS INC COM
+$3.5M
58,244
清仓
—
HOWARD HUGHES CORP COM
-$3.5M
0
-100%
减持
MKL
MARKEL CORP COM
+$3.4M
17,857
-4%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$3.4M
46,223
-0%
减持
CMI
CUMMINS INC COM
+$3.3M
105,291
-3%
减持
BAC
BANK AMERICA CORP COM
+$3.3M
1,147,365
-0%
建仓
TNET
TRINET GROUP INC COM
+$3.2M
46,811
减持
EBAY
EBAY INC. COM
+$3.1M
691,919
-0%
增持
RHI
ROBERT HALF INTL INC COM
+$3.1M
410,908
+15%
减持
LSTR
LANDSTAR SYS INC COM
+$3.0M
164,104
-0%
清仓
WAFD
WASHINGTON FED INC COM
-$2.9M
0
-100%
减持
AMGN
AMGEN INC COM
+$2.7M
189,529
-9%
减持
AAPL
APPLE INC COM
-$2.6M
247,484
-2%
减持
JNJ
JOHNSON & JOHNSON COM
+$2.6M
252,317
-2%
增持
MSM
MSC INDL DIRECT INC CL A
+$2.6M
290,722
+0%
减持
OGN
ORGANON & CO COMMON STOCK
-$2.6M
269,323
-38%
减持
GILD
GILEAD SCIENCES INC COM
+$2.2M
119,996
-9%
增持
VNT
VONTIER CORPORATION COM
+$2.2M
170,790
+148%
减持
C
CITIGROUP INC COM NEW
+$2.0M
562,291
-0%
清仓
ICFI
ICF INTL INC COM
-$2.0M
0
-100%
增持
EXEL
EXELIXIS INC COM
+$1.9M
515,971
+27%
建仓
QDEL
QUIDELORTHO CORP COM
+$1.8M
21,389
建仓
BKE
BUCKLE INC COM
+$1.7M
37,151
清仓
SFM
SPROUTS FMRS MKT INC COM
-$1.6M
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
+$1.6M
306,747
-1%
建仓
IWD
ISHARES TR RUS 1000 VAL ETF
+$1.6M
10,372
增持
META
META PLATFORMS INC CL A
+$1.5M
306,847
+18%
减持
LKQ
LKQ CORP COM
+$1.4M
341,723
-4%
增持
RYZ
RYERSON HLDG CORP COM
+$1.4M
155,478
+22%
增持
INCY
INCYTE CORP COM
+$1.4M
100,691
+0%
建仓
IBP
INSTALLED BLDG PRODS INC COM
+$1.4M
16,222
减持
—
LIBERTY MEDIA CORP DEL COM C S
+$1.4M
1,824,864
-2%
减持
GHC
GRAHAM HLDGS CO COM CL B
+$1.4M
30,957
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$1.3M
399,274
-6%
建仓
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$1.3M
3,783
减持
AYI
ACUITY BRANDS INC COM
+$1.3M
247,818
-2%
减持
MSFT
MICROSOFT CORP COM
-$1.3M
46,320
-13%
减持
AIT
APPLIED INDL TECHNOLOGIES INC
-$1.3M
23,189
-43%
增持
ZION
ZIONS BANCORPORATION N A COM
+$1.2M
204,450
+18%
减持
NTAP
NETAPP INC COM
-$1.2M
621,186
-0%
减持
—
CHECK POINT SOFTWARE TECH LTD
+$1.2M
88,598
-0%
建仓
EMBC
EMBECTA CORP COMMON STOCK
+$1.1M
45,221
建仓
—
PERION NETWORK LTD SHS NEW
+$1.1M
44,576
增持
MTB
M & T BK CORP COM
+$1.1M
141,523
+29%
减持
—
GMS INC COM
-$1.1M
61,705
-41%
增持
—
ALKERMES PLC SHS
+$1.0M
267,776
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$1.0M
36,381
-9%
建仓
OSIS
OSI SYSTEMS INC COM
+$1.0M
12,784
建仓
OCFC
OCEANFIRST FINL CORP COM
+$1.0M
47,181
减持
—
WALGREENS BOOTS ALLIANCE INC C
-$991.3K
15,491
-69%
减持
MATW
MATTHEWS INTL CORP CL A
+$988.4K
163,450
-8%
建仓
BIIB
BIOGEN INC COM
+$967.3K
3,493
建仓
MLI
MUELLER INDS INC COM
+$967.1K
16,391
增持
QRVO
QORVO INC COM
+$911.2K
79,316
+0%
减持
ALRM
ALARM COM HLDGS INC COM
-$885.4K
41,928
-8%
减持
—
LAM RESEARCH CORP COM
+$883.1K
18,568
-2%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC COM
+$870.3K
162,594
-8%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP CL A
+$870.3K
25,008
+18%
减持
EVR
EVERCORE INC CLASS A
+$854.6K
43,707
-8%
增持
—
PACWEST BANCORP DEL COM
+$848.9K
610,888
+5%
减持
CVS
CVS HEALTH CORP COM
-$825.3K
345,849
-0%
增持
ACI
ALBERTSONS COS INC COMMON STOC
+$799.8K
1,073,471
+24%
减持
—
SINCLAIR BROADCAST GROUP INC C
-$795.0K
190,198
-8%
增持
CRUS
CIRRUS LOGIC INC COM
+$757.5K
126,350
+0%
减持
VGSH
VANGUARD SCOTTSDALE FDS SHORT
-$737.9K
54,205
-19%
减持
—
FABRINET SHS
+$723.4K
29,757
-8%
减持
EME
EMCOR GROUP INC COM
+$713.0K
31,828
-8%
减持
ATKR
ATKORE INC COM
+$624.7K
83,563
-27%
建仓
—
AUDIOCODES LTD ORD
+$621.7K
34,749
建仓
HSTM
HEALTHSTREAM INC COM
+$616.0K
24,798
减持
—
DISCOVER FINL SVCS COM
+$614.4K
201,834
-4%
清仓
IMXI
INTERNATIONAL MNY EXPRESS INC
-$607.0K
0
-100%
清仓
—
CAMBIUM NETWORKS CORP SHS
-$586.0K
0
-100%
减持
SAIC
SCIENCE APPLICATIONS INTL CORP
+$584.2K
39,928
-8%
清仓
ALNT
ALLIED MOTION TECHNOLOGIES INC
-$563.0K
0
-100%
减持
PBH
PRESTIGE CONSMR HEALTHCARE INC
+$558.4K
66,811
-8%
减持
IBCP
INDEPENDENT BK CORP MICH COM N
+$546.3K
174,552
-8%
清仓
PAHC
PHIBRO ANIMAL HEALTH CORP CL A
-$539.0K
0
-100%
清仓
ITIC
INVESTORS TITLE CO NC COM
-$526.0K
0
-100%
建仓
—
SEMLER SCIENTIFIC INC COM
+$524.8K
15,902
减持
CI
CIGNA CORP NEW COM
+$518.8K
10,300
-1%
增持
—
3M CO COM
+$505.2K
10,375
+55%
减持
—
ITURAN LOCATION AND CONTROL SH
-$470.9K
110,227
-8%
增持
LBRDK
LIBERTY BROADBAND CORP COM SER
+$457.0K
163,537
+0%
减持
CW
CURTISS WRIGHT CORP COM
+$444.0K
16,917
-1%
建仓
ULH
UNIVERSAL LOGISTICS HLDGS INC
+$442.8K
13,243
清仓
—
LUTHER BURBANK CORP COM
-$381.0K
0
-100%
减持
—
UNITED THERAPEUTICS CORP DEL C
+$371.7K
27,091
-21%
减持
MCHB
HOMESTREET INC COM
-$362.2K
95,897
-8%
减持
MEI
METHODE ELECTRS INC COM
+$357.3K
90,834
-8%
建仓
VNDA
VANDA PHARMACEUTICALS INC COM
+$356.5K
48,244
清仓
DGII
DIGI INTL INC COM
-$333.0K
0
-100%
增持
TROW
PRICE T ROWE GROUP INC COM
+$331.6K
49,189
+3%
增持
CTS
CTS CORP COM
+$307.3K
15,887
+107%
建仓
NECB
NORTHEAST CMNTY BANCORP INC CO
+$301.9K
20,236
减持
THFF
FIRST FINL CORP IND COM
-$291.6K
93,846
-8%
减持
AXP
AMERICAN EXPRESS CO COM
-$286.2K
59,031
-12%
清仓
WFCF
WHERE FOOD COMES FROM INC COM
-$281.0K
0
-100%
增持
—
REV GROUP INC COM
+$272.0K
36,687
+112%
增持
—
HERBALIFE NUTRITION LTD COM SH
+$267.1K
264,925
+43%
减持
LBRDA
LIBERTY BROADBAND CORP COM SER
+$265.2K
337,511
-1%
增持
—
RESOURCES CONNECTION INC COM
+$259.9K
26,765
+109%
减持
REZI
RESIDEO TECHNOLOGIES INC COM
-$258.1K
59,932
-8%
增持
—
FLUSHING FINL CORP COM
+$256.8K
24,601
+116%
建仓
MOV
MOVADO GROUP INC COM
+$251.2K
7,789
减持
—
NOMAD FOODS LTD USD ORD SHS
+$243.0K
136,019
-8%
减持
FORR
FORRESTER RESH INC COM
-$229.6K
6,917
-48%
建仓
PG
PROCTER AND GAMBLE CO COM
+$227.3K
1,500
建仓
—
UPLAND SOFTWARE INC COM
+$222.3K
31,181
减持
—
HILLENBRAND INC COM
+$217.3K
80,274
-8%
建仓
—
STARTEK INC COM
+$214.2K
57,119
减持
HCKT
HACKETT GROUP INC COM
+$212.2K
195,790
-8%
增持
—
ACTIVISION BLIZZARD INC COM
+$210.3K
82,407
+0%
减持
HLI
HOULIHAN LOKEY INC CL A
+$210.2K
41,076
-8%
减持
EVTC
EVERTEC INC COM
-$197.2K
112,903
-8%
减持
HOPE
HOPE BANCORP INC COM
-$191.6K
201,751
-8%
减持
—
PREMIER INC CL A
-$188.1K
95,739
-8%
减持
TOWN
TOWNEBANK PORTSMOUTH VA COM
+$187.6K
114,740
-8%
减持
HUBG
HUB GROUP INC CL A
+$180.5K
40,905
-8%
减持
CPF
CENTRAL PAC FINL CORP COM NEW
-$175.5K
78,231
-8%
建仓
ORGO
ORGANOGENESIS HLDGS INC COM
+$174.9K
65,008
减持
BSV
VANGUARD BD INDEX FDS SHORT TR
-$169.7K
22,454
-10%
减持
WFC
WELLS FARGO CO NEW COM
+$160.4K
905,337
-2%
减持
ADUS
ADDUS HOMECARE CORP COM
-$159.0K
38,094
-8%
减持
—
OTC MKTS GROUP INC CL A
-$151.7K
8,863
-26%
减持
—
LIBERTY MEDIA CORP SERIES C LI
-$143.7K
12,518
-18%
减持
EVC
ENTRAVISION COMMUNICATIONS CP
+$141.8K
299,545
-8%
减持
ENSG
ENSIGN GROUP INC COM
+$137.0K
16,933
-8%
减持
GEF
GREIF INC CL A
+$135.9K
61,317
-8%
减持
BCC
BOISE CASCADE CO DEL COM
+$135.0K
34,164
-8%
增持
CSV
CARRIAGE SVCS INC COM
+$130.8K
25,374
+44%
减持
—
QURATE RETAIL INC NT CAL 31
-$129.1K
6,244
-17%
