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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 93
减持 27
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
—
LIBERTY MEDIA CORP DEL
-$63.4M
0
-100%
建仓
—
LIBERTY MEDIA CORP DEL
+$55.1M
2,165,962
清仓
TKR
TIMKEN CO
-$26.0M
0
-100%
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。
建仓
—
ENCORE WIRE CORP
+$24.1M
132,320
增持
CW
CURTISS WRIGHT CORP
+$19.2M
111,826
+675%
清仓
NOC
NORTHROP GRUMMAN CORP
-$16.0M
0
-100%
增持
AMGN
AMGEN INC
+$10.5M
211,506
+1%
减持
PRGS
PROGRESS SOFTWARE CORP
-$9.3M
465,041
-20%
减持
AAPL
APPLE INC
-$8.9M
206,383
-10%
减持
META
META PLATFORMS INC
-$8.4M
171,535
-18%
增持
—
VMWARE INC
+$8.0M
304,475
+3%
增持
REGN
REGENERON PHARMACEUTICALS
+$7.1M
58,795
+2%
增持
FFIV
F5 INC
+$7.0M
88,155
+79%
增持
RHI
ROBERT HALF INC.
+$6.4M
490,684
+25%
增持
MSGE
MADISON SQUARE GARDEN ENTMT
+$6.3M
425,747
+86%
增持
EXPE
EXPEDIA GROUP INC
+$5.7M
277,362
+32%
减持
SPHR
SPHERE ENTERTAINMENT CO
-$5.5M
20,281
-91%
建仓
DBX
DROPBOX INC
+$5.3M
193,177
增持
LBRDA
LIBERTY BROADBAND CORP
+$5.1M
401,132
+2%
增持
—
CHECK POINT SOFTWARE TECH LT
+$4.7M
171,106
+18%
增持
AYI
ACUITY BRANDS INC
+$3.8M
260,461
+5%
清仓
OSIS
OSI SYSTEMS INC
-$3.7M
0
-100%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$3.4M
333,502
+2%
清仓
GEF
GREIF INC
-$3.4M
0
-100%
减持
ATKR
ATKORE INC
-$3.1M
47,646
-27%
增持
CSCO
CISCO SYS INC
+$2.7M
966,383
+2%
增持
BDC
BELDEN INC
+$2.6M
44,196
+155%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.5M
520,502
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
179,425
+1%
清仓
MEI
METHODE ELECTRS INC
-$2.5M
0
-100%
减持
—
LAM RESEARCH CORP
-$2.3M
8,896
-28%
增持
LKQ
LKQ CORP
-$2.3M
283,134
+1%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
261,962
+12%
增持
C
CITIGROUP INC
-$2.2M
551,096
+2%
增持
—
DISCOVER FINL SVCS
-$2.2M
181,054
+19%
增持
COF
CAPITAL ONE FINL CORP
-$2.1M
209,894
+2%
增持
LBRDK
LIBERTY BROADBAND CORP
+$2.1M
162,949
+2%
增持
ACI
ALBERTSONS COS INC
+$2.0M
1,491,449
+2%
清仓
—
HERBALIFE LTD
-$2.0M
0
-100%
增持
LSTR
LANDSTAR SYS INC
-$1.9M
161,174
+2%
增持
WBD
WARNER BROS DISCOVERY INC
-$1.9M
4,259,512
+11%
建仓
GTX
GARRETT MOTION INC
+$1.7M
220,587
增持
RYZ
RYERSON HLDG CORP
-$1.7M
129,559
+3%
增持
PRDO
PERDOCEO ED CORP
+$1.6M
312,273
+3%
增持
WMT
WALMART INC
+$1.6M
248,989
+2%
建仓
ZD
ZIFF DAVIS INC
+$1.5M
23,978
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$1.5M
8,795
增持
EXEL
EXELIXIS INC
+$1.5M
463,674
+3%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.5M
25,326
+1%
增持
MKL
MARKEL GROUP INC
+$1.4M
15,090
+0%
增持
AZO
AUTOZONE INC
+$1.4M
16,696
+2%
增持
AXP
AMERICAN EXPRESS CO
-$1.4M
58,075
+0%
减持
ZION
ZIONS BANCORPORATION N A
+$1.4M
198,026
-4%
建仓
—
M D C HLDGS INC
+$1.4M
33,142
增持
MSM
MSC INDL DIRECT INC
+$1.3M
284,233
+2%
建仓
MLAB
MESA LABS INC
+$1.3M
12,818
增持
TGT
TARGET CORP
-$1.2M
55,892
+0%
清仓
—
NV5 GLOBAL INC
-$1.1M
0
-100%
增持
DFIN
DONNELLEY FINL SOLUTIONS INC
+$1.1M
95,381
+1%
增持
UFPI
UFP INDUSTRIES INC
+$1.1M
26,486
+57%
减持
MSFT
MICROSOFT CORP
-$1.1M
39,871
-1%
增持
BAC
BANK AMERICA CORP
-$1.1M
1,279,538
+2%
减持
MATW
MATTHEWS INTL CORP
-$1.0M
117,780
-11%
增持
—
ITURAN LOCATION AND CONTROL
+$1.0M
138,131
+3%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$983.1K
29,158
+15%
增持
MTB
M & T BK CORP
+$980.4K
178,517
+2%
增持
TNET
TRINET GROUP INC
+$949.0K
39,007
+3%
清仓
—
LIBERTY MEDIA CORP DEL
-$939.6K
0
-100%
增持
QCOM
QUALCOMM INC
-$936.5K
127,234
+1%
增持
WFC
WELLS FARGO CO NEW
-$932.1K
835,605
+2%
增持
—
FABRINET
+$904.2K
22,274
+3%
增持
OGN
ORGANON & CO
-$904.0K
288,046
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$897.9K
138,365
+2%
增持
—
HOLOGIC INC
-$887.7K
86,447
+2%
增持
CVS
CVS HEALTH CORP
+$833.9K
449,153
+2%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$777.6K
12,482
增持
—
SELECT MED HLDGS CORP
-$767.6K
135,973
+3%
减持
GOOGL
ALPHABET INC
+$762.2K
150,636
-5%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$694.2K
1,245,525
-3%
增持
JPM
JPMORGAN CHASE & CO
+$688.3K
379,401
+2%
增持
ENR
ENERGIZER HLDGS INC NEW
+$680.8K
115,561
+28%
增持
ALRM
ALARM COM HLDGS INC
+$667.6K
60,726
+3%
增持
EVR
EVERCORE INC
+$653.4K
36,399
+3%
增持
STRL
STERLING INFRASTRUCTURE INC
+$651.3K
33,691
+3%
增持
NTAP
NETAPP INC
+$546.0K
723,542
+2%
增持
CRUS
CIRRUS LOGIC INC
-$545.8K
94,682
+2%
增持
WSBF
WATERSTONE FINL INC MD
-$485.5K
155,904
+3%
增持
GHC
GRAHAM HLDGS CO
+$474.7K
26,276
+1%
清仓
—
NEXTGEN HEALTHCARE INC
-$450.4K
0
-100%
增持
EA
ELECTRONIC ARTS INC
-$431.6K
59,963
+2%
清仓
AVD
AMERICAN VANGUARD CORP
-$426.4K
0
-100%
增持
—
PREMIER INC
-$425.9K
79,724
+3%
增持
MBIN
MERCHANTS BANCORP IND
+$416.3K
143,601
+3%
建仓
—
LIBERTY MEDIA CORP DEL
+$415.6K
12,948
增持
TROW
PRICE T ROWE GROUP INC
-$406.9K
61,780
+1%
增持
—
NOMAD FOODS LTD
-$386.8K
217,245
+3%
增持
CMI
CUMMINS INC
-$378.5K
104,039
+6%
增持
GRBK
GREEN BRICK PARTNERS INC
+$378.3K
70,635
+57%
增持
MCFT
MASTERCRAFT BOAT HLDGS INC
+$374.2K
182,094
+52%
增持
MLI
MUELLER INDS INC
-$369.4K
38,774
+3%
增持
WLY
WILEY JOHN & SONS INC
+$362.9K
87,452
+3%
增持
FIX
COMFORT SYS USA INC
+$282.1K
25,833
+3%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$271.5K
19,309
+3%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$270.1K
0
-100%
建仓
—
IBEX LTD
+$263.3K
17,045
增持
BIIB
BIOGEN INC
+$256.9K
5,148
+38%
清仓
—
LIBERTY MEDIA CORP DEL
-$255.8K
0
-100%
清仓
—
FIRST FINANCIAL NORTHWEST IN
-$255.7K
0
-100%
减持
QDEL
QUIDELORTHO CORP
-$250.6K
20,372
-3%
清仓
MBWM
MERCANTILE BK CORP
-$248.2K
0
-100%
清仓
BELFB
BEL FUSE INC
-$214.4K
0
-100%
增持
—
GMS INC
-$212.9K
67,048
+3%
增持
—
SAPIENS INTL CORP N V
+$197.0K
75,202
+3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$190.4K
17,395
-2%
增持
ADUS
ADDUS HOMECARE CORP
-$187.3K
39,327
+3%
清仓
BCBP
BCB BANCORP INC
-$185.7K
0
-100%
减持
—
TERRITORIAL BANCORP INC
-$178.7K
12,115
-48%
增持
ROCK
GIBRALTAR INDS INC
+$172.6K
26,739
+3%
建仓
YALA
YALLA GROUP LTD
+$165.8K
31,645
增持
GILD
GILEAD SCIENCES INC
-$162.9K
84,783
+0%
清仓
—
PACWEST BANCORP DEL
-$162.4K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
-$144.1K
86,075
+2%
减持
CSV
CARRIAGE SVCS INC
-$140.5K
17,119
-11%
增持
EVTC
EVERTEC INC
+$135.4K
94,022
+3%
增持
ANIP
ANI PHARMACEUTICALS INC
+$134.9K
6,400
+46%
减持
MBUU
MALIBU BOATS INC
-$125.2K
7,440
-11%
增持
PATK
PATRICK INDS INC
-$124.5K
48,534
+3%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
-$119.5K
33,251
+3%
增持
HOPE
HOPE BANCORP INC
+$114.1K
168,014
+3%
减持
HSTM
HEALTHSTREAM INC
-$100.2K
16,725
-11%
增持
OCFC
OCEANFIRST FINL CORP
-$99.3K
144,735
+3%
减持
UTMD
UTAH MED PRODS INC
-$98.6K
5,260
-11%
减持
III
INFORMATION SVCS GROUP INC
-$96.8K
59,055
-11%
减持
MPX
MARINE PRODS CORP
-$94.0K
19,899
-11%
增持
CPF
CENTRAL PAC FINL CORP
+$93.5K
65,148
+3%
增持
SMP
STANDARD MTR PRODS INC
+$90.9K
9,284
+57%
减持
VPG
VISHAY PRECISION GROUP INC
-$85.6K
10,520
-11%
减持
EPM
EVOLUTION PETE CORP
-$84.7K
38,106
-11%
减持
NFBK
NORTHFIELD BANCORP INC DEL
-$84.3K
29,269
-11%
增持
AEIS
ADVANCED ENERGY INDS
-$83.6K
16,633
+3%
增持
TBRG
COMPUTER PROGRAMS & SYS INC
-$80.8K
19,871
+23%
增持
—
PERION NETWORK LTD
+$78.3K
90,058
+3%
减持
MYE
MYERS INDS INC
-$77.6K
19,945
-11%
减持
—
SEMLER SCIENTIFIC INC
-$77.2K
18,727
-11%
增持
RGP
RESOURCES CONNECTION INC
+$77.2K
26,526
+31%
增持
LCII
LCI INDS
-$73.2K
14,126
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$69.3K
18,757
-4%
增持
REZI
RESIDEO TECHNOLOGIES INC
-$67.5K
49,802
+3%
减持
—
PETIQ INC
+$62.4K
23,426
-11%
增持
INCY
INCYTE CORP
-$61.7K
101,194
+7%
