小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 16
增持 30
减持 83
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
—
ENCORE WIRE CORP
-$31.6M
0
-100%
建仓
MAS
MASCO CORP
+$29.6M
444,022
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$24.0M
173,372
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
ALSN
ALLISON TRANSMISSION HLDGS I
-$20.7M
773,235
-21%
清仓
—
DISCOVER FINL SVCS
-$18.4M
0
-100%
减持
—
LIBERTY MEDIA CORP DEL
-$18.1M
1,897,509
-6%
减持
AYI
ACUITY BRANDS INC
-$11.9M
275,873
-6%
增持
TROW
PRICE T ROWE GROUP INC
+$10.7M
158,594
+156%
减持
CVS
CVS HEALTH CORP
-$10.5M
448,008
-3%
减持
WBD
WARNER BROS DISCOVERY INC
-$10.3M
3,385,342
-17%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$9.6M
607,405
-6%
减持
RHI
ROBERT HALF INC.
-$9.2M
454,269
-6%
增持
PRGS
PROGRESS SOFTWARE CORP
+$8.7M
624,777
+32%
减持
META
META PLATFORMS INC
-$8.5M
96,171
-18%
建仓
AOS
SMITH A O CORP
+$8.0M
98,213
减持
MSM
MSC INDL DIRECT INC
-$7.4M
350,198
-3%
减持
CW
CURTISS WRIGHT CORP
-$7.2M
114,214
-23%
减持
CMI
CUMMINS INC
-$7.0M
26,970
-45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.6M
160,645
-6%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$6.1M
335,376
+22%
减持
SYY
SYSCO CORP
-$6.0M
483,276
-3%
减持
—
AMDOCS LTD
-$5.9M
411,882
-3%
减持
EXPE
EXPEDIA GROUP INC
-$5.5M
332,184
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$5.5M
337,482
-8%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$5.5M
41,618
+219%
减持
AZO
AUTOZONE INC
-$5.4M
15,455
-5%
清仓
FIX
COMFORT SYS USA INC
-$5.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$4.8M
241,616
-5%
减持
AAPL
APPLE INC
+$4.7M
183,860
-7%
减持
WMT
WALMART INC
+$4.6M
743,720
-2%
减持
QCOM
QUALCOMM INC
-$4.5M
59,340
-38%
减持
AXP
AMERICAN EXPRESS CO
-$4.4M
38,471
-34%
减持
COF
CAPITAL ONE FINL CORP
-$4.2M
272,624
-3%
清仓
REZI
RESIDEO TECHNOLOGIES INC
-$4.1M
0
-100%
清仓
EVR
EVERCORE INC
-$4.1M
0
-100%
清仓
PATK
PATRICK INDS INC
-$3.7M
0
-100%
减持
ACI
ALBERTSONS COS INC
-$3.6M
1,463,802
-3%
清仓
—
ASSETMARK FINL HLDGS INC
-$3.3M
0
-100%
建仓
POST
POST HLDGS INC
+$3.0M
29,128
清仓
—
FABRINET
-$3.0M
0
-100%
清仓
CARG
CARGURUS INC
-$2.9M
0
-100%
减持
TGT
TARGET CORP
-$2.7M
48,769
-13%
减持
CRUS
CIRRUS LOGIC INC
+$2.5M
78,585
-3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.5M
7,676
-85%
增持
CSCO
CISCO SYS INC
+$2.5M
1,046,312
+11%
减持
LSTR
LANDSTAR SYS INC
-$2.4M
158,269
-3%
减持
LBRDA
LIBERTY BROADBAND CORP
-$2.4M
381,903
-6%
减持
GHC
GRAHAM HLDGS CO
-$2.3M
19,349
-6%
减持
DBX
DROPBOX INC
-$2.1M
292,459
-18%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
+$2.0M
24,441
-3%
增持
ZD
ZIFF DAVIS INC
+$2.0M
60,065
+183%
增持
LKQ
LKQ CORP
-$1.9M
240,906
+8%
减持
—
CHECK POINT SOFTWARE TECH LT
-$1.9M
124,617
-9%
减持
GDDY
GODADDY INC
-$1.8M
54,819
-31%
建仓
VIRT
VIRTU FINL INC
+$1.7M
73,753
建仓
CASH
PATHWARD FINANCIAL INC
+$1.6M
29,143
建仓
GIL
GILDAN ACTIVEWEAR INC
+$1.6M
43,210
增持
—
PREMIER INC
+$1.6M
173,617
+138%
建仓
ENS
ENERSYS
+$1.6M
15,206
清仓
BKE
BUCKLE INC
-$1.6M
0
-100%
建仓
KWR
QUAKER HOUGHTON
+$1.5M
9,009
建仓
COLM
COLUMBIA SPORTSWEAR CO
+$1.5M
19,173
减持
—
LAM RESEARCH CORP
-$1.5M
6,795
-24%
建仓
SON
SONOCO PRODS CO
+$1.4M
28,441
增持
FUL
FULLER H B CO
+$1.4M
39,845
+95%
减持
GS
GOLDMAN SACHS GROUP INC
+$1.4M
136,499
-5%
增持
BRC
BRADY CORP
+$1.4M
64,132
+34%
减持
—
PERION NETWORK LTD
-$1.4M
95,552
-2%
增持
FFIV
F5 INC
-$1.4M
91,834
+1%
增持
EA
ELECTRONIC ARTS INC
+$1.3M
58,374
+14%
增持
CMC
COMMERCIAL METALS CO
+$1.3M
57,273
+82%
减持
GOOGL
ALPHABET INC
-$1.3M
102,760
-22%
减持
C
CITIGROUP INC
-$1.2M
598,126
-4%
建仓
SPY
SPDR S&P 500 ETF TR
+$1.2M
2,243
增持
FOXA
FOX CORP
+$1.2M
324,509
+2%
清仓
CPF
CENTRAL PAC FINL CORP
-$1.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.1M
30,976
-13%
增持
DORM
DORMAN PRODS INC
+$1.1M
33,469
+67%
减持
—
GMS INC
-$1.1M
58,447
-2%
增持
—
GATES INDL CORP PLC
+$1.0M
186,369
+73%
减持
WFC
WELLS FARGO CO NEW
-$994.9K
765,753
-4%
减持
VNT
VONTIER CORPORATION
-$981.0K
124,050
-2%
减持
AMGN
AMGEN INC
+$854.5K
191,439
-8%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$851.5K
22,063
-13%
减持
BSV
VANGUARD BD INDEX FDS
-$810.5K
5,634
-65%
减持
GILD
GILEAD SCIENCES INC
-$759.5K
49,145
-13%
减持
LBRDK
LIBERTY BROADBAND CORP
-$756.3K
119,453
-6%
增持
CNC
CENTENE CORP DEL
-$755.3K
105,577
+7%
减持
DFIN
DONNELLEY FINL SOLUTIONS INC
-$714.9K
74,866
-10%
减持
MATW
MATTHEWS INTL CORP
-$671.2K
102,662
-2%
减持
ACIW
ACI WORLDWIDE INC
+$670.5K
114,970
-2%
增持
BIIB
BIOGEN INC
+$647.0K
7,586
+47%
减持
—
NOMAD FOODS LTD
-$643.7K
189,357
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$640.4K
2,615
-14%
增持
PLUS
EPLUS INC
+$574.8K
47,426
+28%
减持
GTX
GARRETT MOTION INC
-$564.8K
373,214
-2%
减持
EOG
EOG RES INC
-$543.1K
18,887
-17%
减持
BAC
BANK AMERICA CORP
+$540.1K
1,037,290
-3%
减持
ALRM
ALARM COM HLDGS INC
-$535.5K
52,934
-2%
减持
ROCK
GIBRALTAR INDS INC
-$530.7K
39,899
-2%
增持
ACH
OWENS & MINOR INC NEW
+$523.1K
186,182
+159%
增持
ADSK
AUTODESK INC
+$511.8K
33,407
+12%
减持
MKL
MARKEL GROUP INC
-$507.5K
11,273
-6%
减持
ELV
ELEVANCE HEALTH INC
-$474.9K
82,521
-5%
增持
—
INMODE LTD
+$462.5K
123,363
+49%
减持
—
HOLOGIC INC
-$460.7K
71,317
-3%
减持
—
ITURAN LOCATION AND CONTROL
-$454.8K
120,552
-2%
清仓
ULH
UNIVERSAL LOGISTICS HLDGS IN
-$450.3K
0
-100%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$427.2K
28,477
-2%
减持
REGN
REGENERON PHARMACEUTICALS
+$409.9K
51,960
-8%
清仓
NX
QUANEX BLDG PRODS CORP
-$407.7K
0
-100%
减持
CAT
CATERPILLAR INC
-$399.8K
9,214
-3%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$379.4K
106,602
+14%
减持
ADUS
ADDUS HOMECARE CORP
+$353.5K
31,915
-2%
减持
NTAP
NETAPP INC
+$341.6K
447,500
-18%
清仓
BXC
BLUELINX HLDGS INC
-$311.0K
0
-100%
减持
MLI
MUELLER INDS INC
+$306.1K
213,302
-3%
增持
IMXI
INTERNATIONAL MNY EXPRESS IN
-$293.2K
171,807
+1%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
-$284.8K
58,104
-2%
减持
ZION
ZIONS BANCORPORATION N A
-$255.5K
163,842
-3%
减持
STRL
STERLING INFRASTRUCTURE INC
+$254.0K
40,843
-2%
清仓
MBUU
MALIBU BOATS INC
-$251.7K
0
-100%
建仓
SCSC
SCANSOURCE INC
+$251.0K
5,665
减持
GRBK
GREEN BRICK PARTNERS INC
-$244.6K
61,565
-2%
减持
UFPI
UFP INDUSTRIES INC
-$243.3K
18,665
-2%
增持
CRD/A
CRAWFORD & CO
-$238.8K
429,785
+3%
清仓
USLM
UNITED STS LIME & MINERALS I
-$237.9K
0
-100%
建仓
BELFB
BEL FUSE INC
+$237.3K
3,638
清仓
—
LIBERTY MEDIA CORP DEL
-$231.5K
0
-100%
清仓
NFBK
NORTHFIELD BANCORP INC DEL
-$222.5K
0
-100%
清仓
—
SMART GLOBAL HLDGS INC
-$220.4K
0
-100%
建仓
HCKT
HACKETT GROUP INC
+$218.9K
10,079
清仓
GSBC
GREAT SOUTHN BANCORP INC
-$202.3K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$201.0K
0
-100%
减持
—
AUDIOCODES LTD
-$192.4K
16,722
-40%
减持
WLY
WILEY JOHN & SONS INC
+$187.8K
96,601
-2%
增持
EXEL
EXELIXIS INC
-$178.4K
435,065
+4%
增持
QDEL
QUIDELORTHO CORP
-$173.0K
24,563
+19%
减持
—
SAPIENS INTL CORP N V
+$160.8K
129,385
-2%
减持
ARW
ARROW ELECTRS INC
-$150.1K
13,891
-2%
减持
—
REV GROUP INC
-$148.4K
15,120
-36%
减持
AEIS
ADVANCED ENERGY INDS
+$145.4K
28,463
-2%
减持
INCY
INCYTE CORP
+$138.4K
83,904
-3%
增持
RLGT
RADIANT LOGISTICS INC
+$133.5K
44,868
+100%
建仓
EGAN
EGAIN CORP
+$120.4K
19,079
减持
III
INFORMATION SVCS GROUP INC
-$96.1K
58,053
-12%
增持
HDSN
HUDSON TECHNOLOGIES INC
+$95.9K
25,700
+118%
减持
VPG
VISHAY PRECISION GROUP INC
-$91.3K
9,362
-12%
增持
MMM
3M CO
+$83.8K
14,276
+10%
减持
AGX
ARGAN INC
+$82.3K
5,256
-12%
