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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 68
减持 46
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$46.2M
1,952,327
增持
LKQ
LKQ CORP
+$43.0M
1,327,664
+451%
清仓
—
LIBERTY MEDIA CORP DEL
-$42.0M
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。
清仓
C
CITIGROUP INC
-$38.0M
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$34.4M
440,518
增持
CI
THE CIGNA GROUP
+$29.8M
125,529
+203%
减持
AZO
AUTOZONE INC
-$27.2M
5,913
-62%
清仓
WBD
WARNER BROS DISCOVERY INC
-$25.2M
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$17.6M
214,348
+24%
增持
MAS
MASCO CORP
+$15.8M
540,437
+22%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$11.9M
717,254
+18%
减持
JPM
JPMORGAN CHASE & CO.
-$10.9M
271,995
-19%
增持
AYI
ACUITY BRANDS INC
+$10.9M
281,308
+2%
增持
—
AMDOCS LTD
+$10.4M
490,655
+19%
建仓
MTCH
MATCH GROUP INC NEW
+$9.9M
260,620
增持
PRGS
PROGRESS SOFTWARE CORP
+$9.6M
645,132
+3%
增持
ELV
ELEVANCE HEALTH INC
+$9.5M
104,229
+26%
增持
LBRDA
LIBERTY BROADBAND CORP
+$9.4M
394,418
+3%
增持
EXPE
EXPEDIA GROUP INC
+$9.0M
343,232
+3%
增持
RHI
ROBERT HALF INC.
+$7.8M
547,084
+20%
增持
CSCO
CISCO SYS INC
+$7.3M
1,071,153
+2%
减持
BAC
BANK AMERICA CORP
-$6.8M
867,240
-16%
减持
REGN
REGENERON PHARMACEUTICALS
-$6.5M
45,775
-12%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$6.2M
38,906
+59%
减持
GS
GOLDMAN SACHS GROUP INC
-$5.2M
114,220
-16%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$5.0M
662,739
-14%
增持
AAPL
APPLE INC
+$4.7M
186,468
+1%
清仓
—
GMS INC
-$4.7M
0
-100%
增持
LBRDK
LIBERTY BROADBAND CORP
+$4.6M
143,768
+20%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$4.5M
56,567
+36%
增持
SYY
SYSCO CORP
+$4.5M
499,529
+3%
增持
JNJ
JOHNSON & JOHNSON
+$4.2M
244,057
+1%
减持
FFIV
F5 INC
+$4.2M
91,056
-1%
清仓
ADUS
ADDUS HOMECARE CORP
-$3.7M
0
-100%
增持
FOXA
FOX CORP
+$3.6M
349,304
+8%
清仓
GRBK
GREEN BRICK PARTNERS INC
-$3.5M
0
-100%
增持
MSM
MSC INDL DIRECT INC
+$3.4M
361,783
+3%
减持
—
CHECK POINT SOFTWARE TECH LT
+$3.3M
123,737
-1%
清仓
—
PREMIER INC
-$3.2M
0
-100%
减持
WMT
WALMART INC
-$3.2M
584,277
-21%
增持
ARW
ARROW ELECTRS INC
+$2.9M
34,346
+147%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.8M
136,000
-15%
增持
CVS
CVS HEALTH CORP
+$2.7M
463,819
+4%
清仓
MATW
MATTHEWS INTL CORP
-$2.6M
0
-100%
清仓
ACH
OWENS & MINOR INC NEW
-$2.5M
0
-100%
增持
UFPI
UFP INDUSTRIES INC
+$2.5M
34,623
+85%
增持
EXEL
EXELIXIS INC
+$2.4M
469,940
+8%
减持
COF
CAPITAL ONE FINL CORP
-$2.4M
236,212
-13%
增持
GHC
GRAHAM HLDGS CO
+$2.4M
19,362
+0%
增持
AMGN
AMGEN INC
+$2.3M
192,842
+1%
增持
GIL
GILDAN ACTIVEWEAR INC
+$2.3M
83,481
+93%
增持
CRD/A
CRAWFORD & CO
+$2.2M
539,343
+25%
增持
GTX
GARRETT MOTION INC
+$2.2M
659,132
+77%
增持
DORM
DORMAN PRODS INC
+$2.1M
45,836
+37%
建仓
CIEN
CIENA CORP
+$2.1M
34,151
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$2.1M
38,803
+36%
增持
—
NOMAD FOODS LTD
+$2.0M
270,164
+43%
减持
CW
CURTISS WRIGHT CORP
+$2.0M
100,159
-12%
建仓
BCO
BRINKS CO
+$1.9M
16,799
减持
GOOGL
ALPHABET INC
-$1.9M
101,645
-1%
增持
KWR
QUAKER HOUGHTON
+$1.9M
20,067
+123%
建仓
ESAB
ESAB CORPORATION
+$1.8M
17,089
建仓
AMAL
AMALGAMATED FINANCIAL CORP
+$1.8M
56,763
增持
ACI
ALBERTSONS COS INC
+$1.7M
1,658,192
+13%
增持
SNA
SNAP ON INC
+$1.7M
29,333
+13%
增持
LSTR
LANDSTAR SYS INC
+$1.7M
163,418
+3%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$1.7M
115,452
+8%
增持
CAT
CATERPILLAR INC
+$1.7M
12,084
+31%
增持
ENR
ENERGIZER HLDGS INC NEW
+$1.6M
181,773
+29%
清仓
ENS
ENERSYS
-$1.6M
0
-100%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$1.5M
346,468
+3%
增持
KFY
KORN FERRY
+$1.5M
72,496
+22%
清仓
SON
SONOCO PRODS CO
-$1.4M
0
-100%
增持
CNC
CENTENE CORP DEL
+$1.4M
112,141
+6%
建仓
CRTO
CRITEO S A
+$1.4M
34,925
减持
MLI
MUELLER INDS INC
-$1.3M
145,741
-32%
增持
AOS
SMITH A O CORP
+$1.3M
103,734
+6%
增持
FUL
FULLER H B CO
+$1.3M
54,764
+37%
增持
NTAP
NETAPP INC
-$1.3M
456,444
+2%
减持
ACIW
ACI WORLDWIDE INC
+$1.3M
114,039
-1%
清仓
SPY
SPDR S&P 500 ETF TR
-$1.2M
0
-100%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.2M
21,651
-2%
增持
INCY
INCYTE CORP
+$1.1M
94,342
+12%
减持
PLUS
EPLUS INC
+$1.1M
46,980
-1%
增持
DBX
DROPBOX INC
+$1.1M
301,442
+3%
减持
BDC
BELDEN INC
+$1.1M
48,002
-1%
增持
WFC
WELLS FARGO CO NEW
-$1.0M
786,498
+3%
减持
STRL
STERLING INFRASTRUCTURE INC
+$1.0M
40,457
-1%
增持
CMC
COMMERCIAL METALS CO
+$1.0M
75,873
+32%
增持
GDDY
GODADDY INC
+$938.0K
54,833
+0%
增持
QCOM
QUALCOMM INC
-$808.6K
64,750
+9%
清仓
—
PERION NETWORK LTD
-$797.9K
0
-100%
减持
ADSK
AUTODESK INC
+$759.3K
32,764
-2%
增持
GILD
GILEAD SCIENCES INC
+$758.5K
49,264
+0%
减持
MSFT
MICROSOFT CORP
-$705.5K
30,535
-1%
减持
WLY
WILEY JOHN & SONS INC
+$685.6K
95,695
-1%
增持
—
LAM RESEARCH CORP
+$637.1K
9,647
+42%
减持
BRC
BRADY CORP
+$634.3K
63,530
-1%
增持
ZION
ZIONS BANCORPORATION N A
+$632.8K
163,885
+0%
减持
VNT
VONTIER CORPORATION
-$588.9K
122,994
-1%
减持
VIRT
VIRTU FINL INC
+$569.7K
73,060
-1%
减持
AXP
AMERICAN EXPRESS CO
+$552.3K
34,883
-9%
增持
MMM
3M CO
+$535.2K
14,587
+2%
增持
—
HOLOGIC INC
+$515.6K
71,334
+0%
减持
ALRM
ALARM COM HLDGS INC
-$494.4K
52,479
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$444.8K
2,565
-2%
减持
META
META PLATFORMS INC
-$436.1K
83,948
-13%
减持
DFIN
DONNELLEY FINL SOLUTIONS INC
+$423.4K
74,235
-1%
减持
ZD
ZIFF DAVIS INC
-$422.5K
59,270
-1%
建仓
EBF
ENNIS INC
+$414.7K
17,053
减持
—
SAPIENS INTL CORP N V
+$386.7K
128,165
-1%
增持
BIIB
BIOGEN INC
+$374.4K
11,004
+45%
建仓
DGII
DIGI INTL INC
+$368.2K
13,374
清仓
—
SEMLER SCIENTIFIC INC
-$365.3K
0
-100%
清仓
—
PETIQ INC
-$355.3K
0
-100%
减持
MSGE
MADISON SQUARE GARDEN ENTMT
-$343.5K
18,482
-44%
建仓
OVLY
OAK VY BANCORP OAKDALE CALIF
+$327.4K
12,322
建仓
TCBX
THIRD COAST BANCSHARES INC
+$320.9K
11,988
建仓
—
DOLE PLC
+$311.1K
19,098
减持
POST
POST HLDGS INC
+$304.3K
28,840
-1%
增持
IMXI
INTERNATIONAL MNY EXPRESS IN
-$296.4K
177,610
+3%
减持
—
GATES INDL CORP PLC
+$294.1K
184,652
-1%
减持
QDEL
QUIDELORTHO CORP
+$289.5K
24,242
-1%
清仓
ANIP
ANI PHARMACEUTICALS INC
-$280.2K
0
-100%
减持
CMI
CUMMINS INC
+$268.8K
23,897
-11%
增持
CRUS
CIRRUS LOGIC INC
-$268.8K
78,604
+0%
减持
CASH
PATHWARD FINANCIAL INC
+$256.1K
28,855
-1%
减持
TGT
TARGET CORP
+$242.0K
47,875
-2%
增持
EA
ELECTRONIC ARTS INC
+$241.9K
58,388
+0%
清仓
RMNI
RIMINI STR INC DEL
-$223.6K
0
-100%
减持
—
ITURAN LOCATION AND CONTROL
+$202.5K
119,552
-1%
建仓
ATEN
A10 NETWORKS INC
+$202.0K
13,987
清仓
RGP
RESOURCES CONNECTION INC
-$201.3K
0
-100%
建仓
ADEA
ADEIA INC
+$196.8K
16,526
减持
—
INMODE LTD
-$179.8K
122,144
-1%
清仓
—
AUDIOCODES LTD
-$173.6K
0
-100%
减持
REYN
REYNOLDS CONSUMER PRODS INC
+$172.9K
60,545
-1%
减持
HUBG
HUB GROUP INC
+$154.4K
75,917
-1%
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$149.5K
57,559
-1%
增持
UTMD
UTAH MED PRODS INC
+$141.7K
5,736
+58%
增持
NRC
NATIONAL RESH CORP
+$140.5K
17,668
+54%
清仓
MPX
MARINE PRODS CORP
-$138.2K
0
-100%
减持
PRDO
PERDOCEO ED CORP
+$136.9K
221,885
-1%
减持
AEIS
ADVANCED ENERGY INDS
-$128.5K
28,194
-1%
增持
EOG
EOG RES INC
+$128.5K
20,384
+8%
清仓
MHH
MASTECH DIGITAL INC
-$127.9K
0
-100%
增持
ACEL
ACCEL ENTERTAINMENT INC
+$125.3K
26,092
+51%
增持
RLGT
RADIANT LOGISTICS INC
+$120.3K
58,408
+30%
增持
NATH
NATHANS FAMOUS INC NEW
+$116.3K
4,624
+22%
增持
HDSN
HUDSON TECHNOLOGIES INC
+$108.7K
40,122
+56%
