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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 32
减持 62
清仓 37
方向
标的
Δ市值
现股数(环比)
清仓
—
GOLDMAN SACHS GROUP INC COM
-$48.4M
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$44.5M
136,175
增持
WBD
WARNER BROS DISCOVERY INC
+$22.5M
3,748,236
+4%
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。
增持
—
LIBERTY MEDIA CORP DEL
-$16.3M
1,968,810
+8%
减持
META
META PLATFORMS INC
+$12.0M
230,888
-25%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$11.2M
86,399
清仓
—
CHECK POINT SOFTWARE TECH LTD
-$11.2M
0
-100%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$10.8M
328,420
+7%
增持
CSCO
CISCO SYS INC
+$10.8M
962,231
+16%
减持
PRGS
PROGRESS SOFTWARE CORP
-$10.7M
599,950
-33%
清仓
—
SEIZERT CAPITAL PARTNERS LARGE
-$10.0M
0
-100%
建仓
TGT
TARGET CORP
+$9.3M
56,434
减持
NOC
NORTHROP GRUMMAN CORP
-$9.3M
34,469
-25%
清仓
—
TARGET CORP COM
-$8.3M
0
-100%
增持
NTAP
NETAPP INC
+$8.3M
713,807
+15%
减持
JNJ
JOHNSON & JOHNSON
-$8.2M
234,373
-7%
清仓
—
UNITED THERAPEUTICS CORP DEL C
-$7.5M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$7.3M
205,390
-29%
建仓
EA
ELECTRONIC ARTS INC
+$7.2M
59,747
建仓
GDDY
GODADDY INC
+$7.2M
92,543
清仓
QRVO
QORVO INC COM
-$7.2M
0
-100%
增持
—
PACWEST BANCORP DEL
-$7.2M
702,061
+15%
清仓
—
ALKERMES PLC SHS
-$7.0M
0
-100%
建仓
—
HOLOGIC INC
+$7.0M
86,140
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$6.9M
1,367,114
-17%
减持
CVS
CVS HEALTH CORP
-$6.8M
342,564
-1%
清仓
—
SEIZERT CAPITAL PARTNERS LARGE
-$6.7M
0
-100%
清仓
—
ACTIVISION BLIZZARD INC COM
-$6.3M
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$6.2M
834,496
-8%
减持
ELV
ELEVANCE HEALTH INC
-$6.1M
84,851
-3%
减持
AAPL
APPLE INC
+$6.1M
231,772
-6%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$5.8M
25,696
减持
TKR
TIMKEN CO
-$5.5M
283,432
-30%
减持
JPM
JPMORGAN CHASE & CO
-$4.8M
378,833
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.7M
180,344
-8%
清仓
—
CSG SYS INTL INC COM
-$4.3M
0
-100%
增持
QCOM
QUALCOMM INC
+$4.3M
133,084
+15%
减持
EBAY
EBAY INC.
-$4.1M
554,733
-20%
增持
ACI
ALBERTSONS COS INC
+$4.0M
1,264,401
+18%
清仓
HCKT
HACKETT GROUP INC COM
-$4.0M
0
-100%
减持
—
DISCOVER FINL SVCS
-$3.9M
160,291
-21%
建仓
FIX
COMFORT SYS USA INC
+$3.9M
26,517
增持
ZION
ZIONS BANCORPORATION N A
-$3.8M
210,314
+3%
减持
—
VMWARE INC
-$3.7M
292,712
-11%
清仓
HLI
HOULIHAN LOKEY INC CL A
-$3.6M
0
-100%
清仓
TOWN
TOWNEBANK PORTSMOUTH VA COM
-$3.5M
0
-100%
减持
MKL
MARKEL CORP
-$3.4M
15,725
-12%
清仓
—
HILLENBRAND INC COM
-$3.4M
0
-100%
清仓
—
SINCLAIR BROADCAST GROUP INC C
-$2.9M
0
-100%
减持
AYI
ACUITY BRANDS INC
+$2.9M
240,703
-3%
减持
REGN
REGENERON PHARMACEUTICALS
+$2.8M
58,438
-7%
减持
CMI
CUMMINS INC
-$2.7M
95,596
-9%
清仓
MCHB
HOMESTREET INC COM
-$2.6M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$2.6M
93,258
-22%
减持
GHC
GRAHAM HLDGS CO
-$2.5M
27,172
-12%
增持
WLY
WILEY JOHN & SONS INC
+$2.4M
89,688
+232%
增持
OSIS
OSI SYSTEMS INC
+$2.4M
33,084
+159%
清仓
BCC
BOISE CASCADE CO DEL COM
-$2.3M
0
-100%
增持
BAC
BANK AMERICA CORP
-$2.0M
1,259,307
+10%
增持
MLI
MUELLER INDS INC
+$2.0M
39,762
+143%
减持
AZO
AUTOZONE INC
-$1.9M
18,545
-4%
减持
SPHR
MADISON SQUARE GRDN ENTERTNM
+$1.9M
238,373
-12%
增持
OCFC
OCEANFIRST FINL CORP
+$1.7M
148,425
+215%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.7M
25,567
+2%
清仓
BKE
BUCKLE INC COM
-$1.7M
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
+$1.7M
62,380
+27%
建仓
—
SAPIENS INTL CORP N V
+$1.7M
77,120
建仓
GRBK
GREEN BRICK PARTNERS INC
+$1.7M
47,519
建仓
CABO
CABLE ONE INC
+$1.6M
2,304
建仓
LCII
LCI INDS
+$1.6M
14,486
建仓
BDC
BELDEN INC
+$1.6M
18,307
清仓
IWD
ISHARES TR RUS 1000 VAL ETF
-$1.6M
0
-100%
减持
LKQ
LKQ CORP
-$1.6M
294,043
-14%
减持
LSTR
LANDSTAR SYS INC
+$1.5M
157,721
-4%
减持
IBCP
INDEPENDENT BK CORP MICH
-$1.5M
149,116
-15%
清仓
EVC
ENTRAVISION COMMUNICATIONS CP
-$1.4M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.4M
28,799
-21%
减持
—
HERBALIFE NUTRITION LTD
-$1.4M
157,906
-40%
清仓
IBP
INSTALLED BLDG PRODS INC COM
-$1.4M
0
-100%
减持
RHI
ROBERT HALF INTL INC
+$1.4M
393,437
-4%
建仓
MMM
3M CO
+$1.3M
12,816
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3M
433,732
+9%
清仓
VOO
VANGUARD INDEX FDS S&P 500 ETF
-$1.3M
0
-100%
减持
LBRDA
LIBERTY BROADBAND CORP
+$1.3M
327,821
-3%
减持
THFF
FIRST FINL CORP IND
-$1.3M
80,170
-15%
减持
EXEL
EXELIXIS INC
+$1.3M
491,325
-5%
清仓
—
3M CO COM
-$1.2M
0
-100%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$1.2M
77,256
+110%
清仓
EMBC
EMBECTA CORP COMMON STOCK
-$1.1M
0
-100%
减持
INCY
INCYTE CORP
-$1.1M
96,122
-5%
减持
GOOGL
ALPHABET INC
+$1.1M
178,350
-10%
减持
MSFT
MICROSOFT CORP
+$960.4K
41,862
-10%
减持
AXP
AMERICAN EXPRESS CO
+$951.2K
58,642
-1%
减持
WSBF
WATERSTONE FINL INC MD
-$919.1K
181,964
-15%
减持
CRUS
CIRRUS LOGIC INC
+$909.1K
94,347
-25%
增持
—
GMS INC
+$907.5K
68,758
+11%
减持
HOPE
HOPE BANCORP INC
-$892.0K
172,350
-15%
增持
—
NOMAD FOODS LTD
+$889.2K
172,580
+27%
减持
—
LAM RESEARCH CORP
+$833.1K
16,293
-12%
减持
CI
THE CIGNA GROUP
-$828.4K
10,114
-2%
减持
GEF
GREIF INC
-$792.5K
52,381
-15%
增持
OGN
ORGANON & CO
-$764.1K
287,333
+7%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$763.4K
34,113
-15%
增持
—
ITURAN LOCATION AND CONTROL
+$751.1K
141,423
+28%
减持
WSBC
WESBANCO INC
-$745.8K
59,224
-15%
减持
—
PREMIER INC
-$701.6K
81,785
-15%
减持
VNT
VONTIER CORPORATION
+$688.8K
145,947
-15%
增持
MBIN
MERCHANTS BANCORP IND
+$682.3K
147,269
+14%
减持
MEI
METHODE ELECTRS INC
-$625.3K
77,599
-15%
增持
FFIV
F5 INC
+$622.0K
49,971
+8%
清仓
—
TERRITORIAL BANCORP INC COM
-$557.3K
0
-100%
减持
—
NV5 GLOBAL INC
-$541.6K
10,632
-15%
增持
HUBG
HUB GROUP INC
+$529.7K
45,047
+10%
清仓
CARE
CARTER BANKSHARES INC COM NEW
-$516.3K
0
-100%
增持
ADUS
ADDUS HOMECARE CORP
+$516.0K
40,333
+6%
增持
AMGN
AMGEN INC
-$514.6K
203,778
+8%
清仓
—
OTC MKTS GROUP INC CL A
-$504.3K
0
-100%
增持
KFY
KORN FERRY
+$503.5K
69,990
+14%
清仓
—
RESOURCES CONNECTION INC COM
-$491.9K
0
-100%
减持
EVR
EVERCORE INC
-$459.5K
37,338
-15%
减持
CRAI
CRA INTL INC
-$459.2K
3,350
-50%
减持
—
SELECT MED HLDGS CORP
-$448.5K
139,472
-15%
清仓
—
CHASE CORP COM
-$411.5K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$404.0K
813
减持
EVTC
EVERTEC INC
-$400.6K
96,449
-15%
减持
MSM
MSC INDL DIRECT INC
-$396.0K
278,047
-4%
减持
CPF
CENTRAL PAC FINL CORP
-$390.3K
66,827
-15%
减持
—
PERION NETWORK LTD
+$379.4K
38,078
-15%
清仓
AMNF
ARMANINO FOODS DISTINCTION INC
-$376.4K
0
-100%
清仓
—
COSTCO WHSL CORP NEW COM
-$374.8K
0
-100%
建仓
RGP
RESOURCES CONNECTION INC
+$369.6K
21,664
建仓
—
TERRITORIAL BANCORP INC
+$362.7K
18,782
清仓
VNDA
VANDA PHARMACEUTICALS INC COM
-$356.5K
0
-100%
增持
BSRR
SIERRA BANCORP
+$346.3K
157,570
+41%
增持
DFIN
DONNELLEY FINL SOLUTIONS INC
+$333.6K
99,469
+3%
增持
MTB
M & T BK CORP
+$333.1K
174,479
+23%
减持
ICSH
ISHARES TR
-$332.8K
36,356
-16%
建仓
OPRA
OPERA LTD
+$297.1K
29,213
减持
EME
EMCOR GROUP INC
-$293.7K
27,187
-15%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$290.0K
48,585
-10%
建仓
INBK
FIRST INTERNET BANCORP
+$281.2K
16,887
减持
ALRM
ALARM COM HLDGS INC
-$273.9K
35,813
-15%
清仓
—
BANCO LATINOAMERICANO DE COMER
-$264.2K
0
-100%
清仓
PFE
PFIZER INC COM
-$260.8K
0
-100%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$259.8K
70,927
+6%
清仓
MOV
MOVADO GROUP INC COM
-$251.2K
0
-100%
清仓
FORR
FORRESTER RESH INC COM
-$247.4K
0
-100%
减持
ACCS
ISSUER DIRECT CORP
-$242.7K
24,481
-19%
清仓
—
UPLAND SOFTWARE INC COM
-$222.3K
0
-100%
减持
ENSG
ENSIGN GROUP INC
-$220.0K
14,465
-15%
