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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 20
增持 23
减持 88
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
EBAY
EBAY INC.
-$24.6M
0
-100%
建仓
EXPE
EXPEDIA GROUP INC
+$22.9M
209,579
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$11.0M
1,290,587
-6%
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。
减持
META
META PLATFORMS INC
+$11.0M
208,808
-10%
减持
NTAP
NETAPP INC
+$8.8M
711,471
-0%
增持
WBD
WARNER BROS DISCOVERY INC
-$8.5M
3,836,781
+2%
减持
—
LIBERTY MEDIA CORP DEL
+$8.3M
1,937,733
-2%
减持
SPHR
SPHERE ENTERTAINMENT CO
-$7.9M
227,141
-5%
建仓
MSGE
MADISON SQUARE GARDEN ENTMT
+$7.7M
229,475
增持
—
CHECK POINT SOFTWARE TECH LT
+$6.9M
144,515
+67%
减持
REGN
REGENERON PHARMACEUTICALS
-$6.7M
57,472
-2%
减持
—
PACWEST BANCORP DEL
-$6.7M
19,931
-97%
增持
—
VMWARE INC
+$6.1M
296,990
+1%
减持
AAPL
APPLE INC
+$6.0M
228,185
-2%
增持
ACI
ALBERTSONS COS INC
+$5.6M
1,462,265
+16%
增持
CVS
CVS HEALTH CORP
+$5.1M
441,574
+29%
减持
JPM
JPMORGAN CHASE & CO
+$5.0M
373,573
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
176,945
-2%
减持
AZO
AUTOZONE INC
-$4.6M
16,440
-11%
增持
LBRDA
LIBERTY BROADBAND CORP
+$4.4M
393,308
+20%
清仓
EME
EMCOR GROUP INC
-$4.4M
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$3.9M
821,812
-2%
建仓
PRDO
PERDOCEO ED CORP
+$3.7M
303,011
增持
AYI
ACUITY BRANDS INC
-$3.4M
248,584
+3%
增持
MSM
MSC INDL DIRECT INC
+$3.2M
278,626
+0%
建仓
—
PGT INNOVATIONS INC
+$3.2M
109,443
建仓
ENR
ENERGIZER HLDGS INC NEW
+$3.0M
89,986
清仓
THFF
FIRST FINL CORP IND
-$3.0M
0
-100%
增持
AMGN
AMGEN INC
-$3.0M
208,588
+2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.8M
17,730
-38%
增持
TKR
TIMKEN CO
+$2.8M
283,964
+0%
减持
CRUS
CIRRUS LOGIC INC
-$2.8M
93,180
-1%
增持
COF
CAPITAL ONE FINL CORP
+$2.8M
205,777
+0%
清仓
BSRR
SIERRA BANCORP
-$2.7M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.7M
512,040
+18%
清仓
IBCP
INDEPENDENT BK CORP MICH
-$2.6M
0
-100%
清仓
OZK
BANK OZK LITTLE ROCK ARK
-$2.6M
0
-100%
增持
WMT
WALMART INC
+$2.6M
243,281
+1%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$2.4M
327,942
-0%
减持
JNJ
JOHNSON & JOHNSON
+$2.2M
233,036
-1%
增持
LSTR
LANDSTAR SYS INC
+$2.2M
158,022
+0%
减持
RHI
ROBERT HALF INTL INC
-$2.1M
392,850
-0%
减持
—
DISCOVER FINL SVCS
+$2.0M
152,779
-5%
减持
TGT
TARGET CORP
-$2.0M
55,635
-1%
减持
QCOM
QUALCOMM INC
-$1.9M
126,572
-5%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$1.8M
32,693
清仓
WSBC
WESBANCO INC
-$1.8M
0
-100%
建仓
AEIS
ADVANCED ENERGY INDS
+$1.8M
16,140
建仓
UFPI
UFP INDUSTRIES INC
+$1.6M
16,915
建仓
ROCK
GIBRALTAR INDS INC
+$1.6M
25,946
清仓
CABO
CABLE ONE INC
-$1.6M
0
-100%
建仓
NSIT
INSIGHT ENTERPRISES INC
+$1.6M
10,985
减持
MSFT
MICROSOFT CORP
+$1.6M
40,105
-4%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$1.5M
49,495
-30%
减持
ELV
ELEVANCE HEALTH INC
-$1.4M
84,681
-0%
清仓
ENSG
ENSIGN GROUP INC
-$1.4M
0
-100%
减持
GHC
GRAHAM HLDGS CO
-$1.3M
25,975
-4%
增持
CMI
CUMMINS INC
+$1.3M
98,496
+3%
增持
ALRM
ALARM COM HLDGS INC
+$1.2M
58,924
+65%
减持
GILD
GILEAD SCIENCES INC
-$1.2M
84,554
-9%
增持
—
PERION NETWORK LTD
+$1.2M
87,387
+129%
减持
—
FABRINET
-$1.2M
21,613
-35%
减持
CSCO
CISCO SYS INC
-$1.1M
951,341
-1%
减持
INCY
INCYTE CORP
-$1.0M
94,902
-1%
减持
MEI
METHODE ELECTRS INC
-$944.4K
73,409
-5%
减持
EXEL
EXELIXIS INC
-$901.2K
451,879
-8%
减持
ATKR
ATKORE INC
+$897.2K
65,611
-1%
减持
GRBK
GREEN BRICK PARTNERS INC
+$887.8K
44,961
-5%
减持
OGN
ORGANON & CO
-$853.6K
283,733
-1%
清仓
LQD
ISHARES TR
-$782.6K
0
-100%
减持
ZION
ZIONS BANCORPORATION N A
-$781.7K
205,251
-2%
减持
ADUS
ADDUS HOMECARE CORP
-$768.4K
38,161
-5%
减持
MTB
M & T BK CORP
+$730.6K
174,475
-0%
减持
PRGS
PROGRESS SOFTWARE CORP
-$717.5K
580,888
-3%
减持
—
LAM RESEARCH CORP
-$714.0K
12,325
-24%
减持
MKL
MARKEL GROUP INC
+$699.2K
15,028
-4%
减持
ACIW
ACI WORLDWIDE INC
-$684.1K
127,992
-5%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$675.7K
25,199
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$671.3K
136,023
-0%
清仓
CTS
CTS CORP
-$636.0K
0
-100%
清仓
—
TECNOGLASS INC
-$620.3K
0
-100%
减持
RYZ
RYERSON HLDG CORP
+$619.9K
125,713
-5%
减持
—
SELECT MED HLDGS CORP
+$598.3K
131,942
-5%
减持
MATW
MATTHEWS INTL CORP
+$594.4K
132,082
-5%
减持
WLY
WILEY JOHN & SONS INC
-$589.5K
84,858
-5%
增持
CI
THE CIGNA GROUP
+$567.3K
11,232
+11%
减持
—
HERBALIFE LTD
-$564.1K
149,407
-5%
减持
WSBF
WATERSTONE FINL INC MD
-$560.4K
151,324
-17%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
-$554.2K
119,803
-14%
减持
OCFC
OCEANFIRST FINL CORP
-$549.3K
140,436
-5%
减持
—
GMS INC
+$521.5K
65,057
-5%
减持
—
PREMIER INC
-$507.4K
77,367
-5%
增持
—
NOMAD FOODS LTD
+$459.1K
210,802
+22%
减持
VNT
VONTIER CORPORATION
+$457.8K
138,095
-5%
减持
EA
ELECTRONIC ARTS INC
+$454.6K
58,991
-1%
减持
GOOGL
ALPHABET INC
+$449.8K
158,313
-11%
建仓
VPG
VISHAY PRECISION GROUP INC
+$438.9K
11,813
建仓
MYE
MYERS INDS INC
+$435.2K
22,397
增持
C
CITIGROUP INC
-$396.3K
540,160
+0%
减持
AXP
AMERICAN EXPRESS CO
+$394.2K
57,791
-1%
清仓
CRWS
CROWN CRAFTS INC
-$376.8K
0
-100%
建仓
MPX
MARINE PRODS CORP
+$376.8K
22,346
减持
TNET
TRINET GROUP INC
+$370.0K
37,849
-5%
减持
MLI
MUELLER INDS INC
+$361.9K
37,622
-5%
减持
HUBG
HUB GROUP INC
-$357.8K
42,622
-5%
减持
LKQ
LKQ CORP
-$349.8K
280,420
-5%
建仓
NATH
NATHANS FAMOUS INC NEW
+$347.5K
4,424
建仓
EPM
EVOLUTION PETE CORP
+$345.3K
42,789
减持
PATK
PATRICK INDS INC
+$342.7K
47,093
-5%
减持
KFY
KORN FERRY
-$340.6K
66,222
-5%
减持
GDDY
GODADDY INC
-$327.5K
91,374
-1%
减持
HOPE
HOPE BANCORP INC
-$319.7K
163,040
-5%
减持
OSIS
OSI SYSTEMS INC
+$302.0K
31,303
-5%
清仓
OPRA
OPERA LTD
-$297.1K
0
-100%
清仓
—
FLUSHING FINL CORP
-$296.5K
0
-100%
减持
ACCS
ISSUER DIRECT CORP
-$286.2K
12,163
-50%
减持
MBIN
MERCHANTS BANCORP IND
-$270.6K
139,340
-5%
增持
LBRDK
LIBERTY BROADBAND CORP
+$267.5K
159,262
+4%
减持
—
SAPIENS INTL CORP N V
+$265.9K
72,969
-5%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$265.6K
9,479
-39%
减持
CW
CURTISS WRIGHT CORP
-$255.9K
14,434
-12%
减持
FIX
COMFORT SYS USA INC
+$249.7K
25,092
-5%
清仓
MGIC
MAGIC SOFTWARE ENTERPRISES L
-$248.4K
0
-100%
建仓
USLM
UNITED STS LIME & MINERALS I
+$239.6K
1,147
建仓
ANIP
ANI PHARMACEUTICALS INC
+$236.7K
4,397
增持
—
PETIQ INC
+$221.9K
26,305
+70%
建仓
SMP
STANDARD MTR PRODS INC
+$221.2K
5,896
减持
DFIN
DONNELLEY FINL SOLUTIONS INC
+$215.1K
93,990
-6%
建仓
BELFB
BEL FUSE INC
+$214.4K
3,734
减持
WNEB
WESTERN NEW ENG BANCORP INC
-$213.4K
64,818
-10%
清仓
LEGH
LEGACY HOUSING CORP
-$209.4K
0
-100%
减持
CPF
CENTRAL PAC FINL CORP
-$203.0K
63,218
-5%
清仓
FISI
FINANCIAL INSTNS INC
-$196.3K
0
-100%
清仓
—
STARTEK INC
-$191.0K
0
-100%
建仓
BCBP
BCB BANCORP INC
+$185.7K
15,821
减持
TROW
PRICE T ROWE GROUP INC
-$156.9K
61,469
-1%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$152.0K
25,381
-1%
增持
—
REV GROUP INC
+$149.1K
38,098
+28%
减持
LCII
LCI INDS
+$140.3K
13,706
-5%
减持
III
INFORMATION SVCS GROUP INC
-$134.1K
66,314
-31%
减持
AVD
AMERICAN VANGUARD CORP
-$131.4K
23,864
-6%
减持
BSV
VANGUARD BD INDEX FDS
-$125.3K
19,575
-7%
减持
TBRG
COMPUTER PROGRAMS & SYS INC
-$122.3K
16,101
-6%
减持
WINA
WINMARK CORP
-$119.0K
1,670
-21%
减持
EVTC
EVERTEC INC
+$105.2K
91,239
-5%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$101.6K
18,738
-5%
减持
GEF
GREIF INC
+$94.3K
49,552
-5%
减持
MHH
MASTECH DIGITAL INC
-$91.9K
27,862
-6%
减持
RMR
RMR GROUP INC
-$85.0K
17,413
-6%
减持
BIIB
BIOGEN INC
-$82.9K
3,743
-9%
