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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 79
减持 30
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
AYI
ACUITY BRANDS INC
+$17.9M
291,986
-1%
增持
SYY
SYSCO CORP
+$14.4M
498,974
+40%
增持
JPM
JPMORGAN CHASE & CO
+$11.8M
368,222
+1%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.5M
171,038
+1%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$11.3M
978,649
-16%
增持
C
CITIGROUP INC
+$10.9M
619,912
+13%
增持
—
AMDOCS LTD
+$10.4M
425,466
+33%
增持
AZO
AUTOZONE INC
+$9.7M
16,261
+1%
增持
WBD
WARNER BROS DISCOVERY INC
-$9.6M
4,063,693
+3%
减持
META
META PLATFORMS INC
+$9.4M
117,436
-13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$9.1M
642,933
+28%
增持
LBRDA
LIBERTY BROADBAND CORP
-$9.1M
406,224
+1%
增持
MLI
MUELLER INDS INC
+$8.7M
219,532
+225%
增持
WFC
WELLS FARGO CO NEW
+$7.5M
801,811
+1%
减持
CMI
CUMMINS INC
-$7.2M
49,274
-46%
建仓
SNA
SNAP ON INC
+$6.7M
22,681
清仓
ATKR
ATKORE INC
-$6.5M
0
-100%
增持
MSM
MSC INDL DIRECT INC
+$6.4M
362,317
+28%
增持
WMT
WALMART INC
+$6.4M
761,190
+204%
增持
COF
CAPITAL ONE FINL CORP
+$5.7M
281,983
+2%
增持
CW
CURTISS WRIGHT CORP
+$5.5M
149,027
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$5.4M
144,410
+1%
增持
EXPE
EXPEDIA GROUP INC
+$5.4M
343,730
+24%
清仓
MBIN
MERCHANTS BANCORP IND
-$5.3M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$5.2M
56,314
+1%
增持
BAC
BANK AMERICA CORP
+$5.2M
1,073,654
+2%
增持
ELV
ELEVANCE HEALTH INC
+$4.7M
87,148
+1%
增持
CI
THE CIGNA GROUP
+$4.1M
37,761
+17%
增持
AAPL
APPLE INC
-$3.9M
198,562
+1%
建仓
IMXI
INTERNATIONAL MNY EXPRESS IN
+$3.9M
169,675
清仓
—
SELECT MED HLDGS CORP
-$3.7M
0
-100%
增持
RHI
ROBERT HALF INC.
-$3.7M
482,898
+1%
建仓
CAT
CATERPILLAR INC
+$3.5M
9,467
减持
—
ENCORE WIRE CORP
+$3.4M
120,338
-9%
清仓
EVTC
EVERTEC INC
-$3.4M
0
-100%
建仓
—
ASSETMARK FINL HLDGS INC
+$3.3M
92,377
减持
LBRDK
LIBERTY BROADBAND CORP
-$3.1M
127,637
-1%
建仓
EOG
EOG RES INC
+$2.9M
22,844
建仓
PLUS
EPLUS INC
+$2.9M
37,173
减持
NTAP
NETAPP INC
-$2.8M
545,836
-20%
增持
AXP
AMERICAN EXPRESS CO
+$2.4M
58,387
+1%
减持
—
DISCOVER FINL SVCS
+$2.3M
140,621
-2%
增持
TGT
TARGET CORP
+$2.3M
56,147
+5%
增持
—
LIBERTY MEDIA CORP DEL
+$2.2M
2,025,308
+1%
增持
CRD/A
CRAWFORD & CO
+$2.2M
419,099
+221%
清仓
OCFC
OCEANFIRST FINL CORP
-$2.2M
0
-100%
建仓
ACH
OWENS & MINOR INC NEW
+$2.0M
71,828
增持
FIX
COMFORT SYS USA INC
+$1.9M
16,783
+2%
建仓
DORM
DORMAN PRODS INC
+$1.9M
19,990
建仓
—
GATES INDL CORP PLC
+$1.9M
107,855
建仓
ARW
ARROW ELECTRS INC
+$1.8M
14,117
增持
ACI
ALBERTSONS COS INC
-$1.8M
1,514,076
+2%
建仓
—
INMODE LTD
+$1.8M
82,724
建仓
REYN
REYNOLDS CONSUMER PRODS INC
+$1.8M
62,106
清仓
HOPE
HOPE BANCORP INC
-$1.8M
0
-100%
清仓
NSIT
INSIGHT ENTERPRISES INC
-$1.7M
0
-100%
增持
—
LAM RESEARCH CORP
+$1.7M
8,948
+1%
增持
ADSK
AUTODESK INC
+$1.7M
29,778
+20%
增持
CNC
CENTENE CORP DEL
+$1.6M
98,816
+20%
建仓
FUL
FULLER H B CO
+$1.6M
20,482
清仓
WTS
WATTS WATER TECHNOLOGIES INC
-$1.6M
0
-100%
清仓
—
M D C HLDGS INC
-$1.6M
0
-100%
增持
BDC
BELDEN INC
+$1.6M
49,252
+28%
清仓
ABG
ASBURY AUTOMOTIVE GROUP INC
-$1.5M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.5M
35,612
-1%
减持
—
CHECK POINT SOFTWARE TECH LT
+$1.5M
136,862
-0%
增持
VNT
VONTIER CORPORATION
+$1.4M
126,097
+2%
增持
BRC
BRADY CORP
+$1.4M
47,853
+98%
增持
TROW
PRICE T ROWE GROUP INC
+$1.4M
62,070
+8%
减持
EVR
EVERCORE INC
-$1.4M
21,077
-34%
减持
GOOGL
ALPHABET INC
+$1.3M
132,511
-1%
减持
GHC
GRAHAM HLDGS CO
+$1.3M
20,631
-1%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.3M
25,436
+9%
减持
UFPI
UFP INDUSTRIES INC
-$1.2M
18,972
-33%
清仓
MLAB
MESA LABS INC
-$1.2M
0
-100%
增持
CARG
CARGURUS INC
+$1.2M
126,720
+73%
增持
DBX
DROPBOX INC
+$1.2M
356,089
+40%
增持
ADUS
ADDUS HOMECARE CORP
+$1.1M
32,438
+36%
减持
LKQ
LKQ CORP
+$1.1M
223,248
-1%
清仓
IWD
ISHARES TR
-$1.1M
0
-100%
增持
FFIV
F5 INC
+$1.1M
90,662
+1%
减持
MKL
MARKEL GROUP INC
+$1.0M
12,008
-1%
增持
ENR
ENERGIZER HLDGS INC NEW
+$1.0M
143,161
+42%
减持
GDDY
GODADDY INC
+$987.6K
79,478
-0%
清仓
SPY
SPDR S&P 500 ETF TR
-$986.3K
0
-100%
增持
STRL
STERLING INFRASTRUCTURE INC
+$985.9K
41,514
+2%
增持
CVS
CVS HEALTH CORP
+$984.6K
463,350
+2%
增持
—
GMS INC
+$962.2K
59,403
+2%
增持
JNJ
JOHNSON & JOHNSON
+$857.3K
253,455
+1%
增持
—
PERION NETWORK LTD
-$768.2K
97,121
+2%
减持
CRUS
CIRRUS LOGIC INC
+$756.0K
81,303
-0%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$726.0K
59,058
+2%
增持
REZI
RESIDEO TECHNOLOGIES INC
+$707.8K
181,856
+2%
增持
WLY
WILEY JOHN & SONS INC
+$675.9K
98,187
+2%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$637.7K
273,981
+2%
减持
GILD
GILEAD SCIENCES INC
-$616.3K
56,400
-4%
减持
PATK
PATRICK INDS INC
-$574.7K
30,744
-27%
增持
GRBK
GREEN BRICK PARTNERS INC
+$569.6K
62,570
+2%
减持
QDEL
QUIDELORTHO CORP
-$564.7K
20,630
-2%
增持
—
NOMAD FOODS LTD
+$553.5K
192,448
+2%
增持
MATW
MATTHEWS INTL CORP
-$521.3K
104,340
+2%
增持
INCY
INCYTE CORP
-$499.6K
86,851
+0%
增持
—
SAPIENS INTL CORP N V
+$491.6K
131,505
+2%
增持
ALRM
ALARM COM HLDGS INC
+$476.7K
53,800
+2%
减持
—
HOLOGIC INC
+$476.0K
73,832
-0%
增持
KFY
KORN FERRY
+$443.5K
60,461
+2%
清仓
—
LIBERTY MEDIA CORP DEL
-$435.6K
0
-100%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$417.8K
93,731
+10%
增持
LSTR
LANDSTAR SYS INC
+$391.6K
163,808
+2%
减持
FOXA
FOX CORP
+$364.5K
319,698
-2%
增持
ACIW
ACI WORLDWIDE INC
+$360.8K
116,868
+2%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$359.8K
13,054
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$329.7K
3,032
+1%
建仓
BXC
BLUELINX HLDGS INC
+$311.0K
2,388
清仓
MYE
MYERS INDS INC
-$305.0K
0
-100%
增持
CMC
COMMERCIAL METALS CO
+$299.0K
31,442
+2%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$292.7K
25,275
+1%
清仓
—
THERMON GROUP HLDGS INC
-$287.1K
0
-100%
增持
MMM
3M CO
+$278.6K
12,964
+29%
建仓
DLX
DELUXE CORP
+$270.6K
13,144
减持
BIIB
BIOGEN INC
-$253.2K
5,155
-2%
增持
BKE
BUCKLE INC
-$253.0K
38,863
+2%
清仓
VOO
VANGUARD INDEX FDS
-$247.7K
0
-100%
清仓
WINA
WINMARK CORP
-$239.7K
0
-100%
建仓
USLM
UNITED STS LIME & MINERALS I
+$237.9K
798
清仓
TBRG
COMPUTER PROGRAMS & SYS INC
-$236.8K
0
-100%
建仓
—
SMART GLOBAL HLDGS INC
+$220.4K
8,374
减持
EA
ELECTRONIC ARTS INC
-$218.4K
51,310
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$206.0K
16,207
-14%
建仓
NOC
NORTHROP GRUMMAN CORP
+$201.0K
420
减持
SAIC
SCIENCE APPLICATIONS INTL CO
+$174.0K
28,949
-0%
清仓
EPM
EVOLUTION PETE CORP
-$173.2K
0
-100%
减持
QCOM
QUALCOMM INC
+$162.0K
96,381
-14%
增持
GTX
GARRETT MOTION INC
+$159.5K
379,343
+2%
增持
HUBG
HUB GROUP INC
-$158.2K
77,826
+103%
增持
AEIS
ADVANCED ENERGY INDS
-$151.7K
28,930
+2%
增持
—
ITURAN LOCATION AND CONTROL
+$139.9K
122,503
+2%
增持
RMNI
RIMINI STR INC DEL
+$139.6K
82,856
+108%
建仓
ACEL
ACCEL ENTERTAINMENT INC
+$138.1K
11,713
建仓
HDSN
HUDSON TECHNOLOGIES INC
+$130.0K
11,806
减持
EXEL
EXELIXIS INC
-$129.5K
419,482
-0%
建仓
RLGT
RADIANT LOGISTICS INC
+$121.8K
22,471
增持
ROCK
GIBRALTAR INDS INC
+$112.7K
40,554
+2%
增持
VPG
VISHAY PRECISION GROUP INC
+$95.9K
10,650
+29%
减持
ZION
ZIONS BANCORPORATION N A
-$86.0K
169,615
-0%
增持
PRDO
PERDOCEO ED CORP
+$76.2K
276,628
+2%
增持
ZD
ZIFF DAVIS INC
-$65.8K
21,241
+2%
增持
CSCO
CISCO SYS INC
-$61.8K
946,818
+1%
增持
—
PREMIER INC
+$57.4K
72,900
+5%
增持
III
INFORMATION SVCS GROUP INC
+$49.3K
66,039
+43%
