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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 51
减持 72
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
MTCH
MATCH GROUP INC NEW
+$38.6M
1,481,967
+469%
建仓
WCC
WESCO INTL INC
+$31.3M
173,154
减持
MSM
MSC INDL DIRECT INC
-$30.9M
3,384
-99%
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
LSTR
LANDSTAR SYS INC
-$30.9M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$16.9M
600,565
+36%
增持
WFC
WELLS FARGO CO NEW
+$15.8M
857,478
+9%
增持
GS
GOLDMAN SACHS GROUP INC
+$13.9M
122,982
+8%
减持
AMGN
AMGEN INC
-$12.5M
190,262
-1%
减持
AZO
AUTOZONE INC
-$11.4M
2,257
-62%
增持
JPM
JPMORGAN CHASE & CO.
+$10.9M
284,914
+5%
增持
CSCO
CISCO SYS INC
+$10.9M
1,146,732
+7%
增持
REGN
REGENERON PHARMACEUTICALS
-$9.4M
54,304
+19%
清仓
—
LAM RESEARCH CORP
-$7.9M
0
-100%
增持
BAC
BANK AMERICA CORP
+$7.2M
946,976
+9%
建仓
LRCX
LAM RESEARCH CORP
+$6.9M
96,220
建仓
LEN/B
LENNAR CORP
+$6.2M
47,193
增持
ELV
ELEVANCE HEALTH INC
-$6.1M
130,262
+25%
增持
CI
THE CIGNA GROUP
-$6.1M
135,467
+8%
清仓
—
HOLOGIC INC
-$5.8M
0
-100%
增持
AAPL
APPLE INC
+$5.8M
196,479
+5%
减持
CRUS
CIRRUS LOGIC INC
-$5.7M
40,324
-49%
减持
PRGS
PROGRESS SOFTWARE CORP
-$5.7M
579,172
-10%
清仓
BDC
BELDEN INC
-$5.6M
0
-100%
增持
SIRI
SIRIUSXM HOLDINGS INC
+$5.6M
2,269,616
+16%
清仓
KFY
KORN FERRY
-$5.5M
0
-100%
减持
MKL
MARKEL GROUP INC
-$5.2M
7,230
-36%
清仓
DORM
DORMAN PRODS INC
-$5.2M
0
-100%
减持
MLI
MUELLER INDS INC
-$5.0M
72,843
-50%
减持
GHC
GRAHAM HLDGS CO
-$4.9M
12,592
-35%
增持
ACI
ALBERTSONS COS INC
+$4.8M
1,805,823
+9%
减持
—
CHECK POINT SOFTWARE TECH LT
-$4.8M
102,000
-18%
减持
ALSN
ALLISON TRANSMISSION HLDGS I
+$4.7M
632,481
-5%
减持
JNJ
JOHNSON & JOHNSON
-$4.6M
241,770
-1%
减持
NTAP
NETAPP INC
-$4.5M
446,641
-2%
增持
RHI
ROBERT HALF INC.
+$4.5M
587,680
+7%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$4.5M
57,739
-50%
减持
AYI
ACUITY BRANDS INC
+$4.4M
280,371
-0%
增持
BRC
BRADY CORP
+$4.2M
123,196
+94%
减持
EA
ELECTRONIC ARTS INC
-$4.1M
29,186
-50%
减持
COF
CAPITAL ONE FINL CORP
+$4.1M
221,089
-6%
减持
FOXA
FOX CORP
-$3.9M
223,225
-36%
减持
LBRDK
LIBERTY BROADBAND CORP
-$3.9M
95,936
-33%
增持
BIIB
BIOGEN INC
+$3.9M
39,671
+261%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$3.8M
264,211
+23%
减持
TROW
PRICE T ROWE GROUP INC
-$3.8M
128,884
-23%
减持
CNC
CENTENE CORP DEL
-$3.7M
78,440
-30%
增持
CVS
CVS HEALTH CORP
-$3.6M
569,527
+23%
减持
EXPE
EXPEDIA GROUP INC
+$3.6M
291,827
-15%
减持
FFIV
F5 INC
-$3.5M
65,624
-28%
减持
SNA
SNAP ON INC
-$3.5M
14,669
-50%
清仓
KWR
QUAKER HOUGHTON
-$3.4M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.3M
4,165
-61%
减持
ZION
ZIONS BANCORPORATION N A
-$3.3M
82,576
-50%
增持
VIRT
VIRTU FINL INC
+$3.2M
153,192
+110%
减持
GDDY
GODADDY INC
-$3.2M
27,386
-50%
清仓
AEIS
ADVANCED ENERGY INDS
-$3.0M
0
-100%
减持
INCY
INCYTE CORP
-$3.0M
47,567
-50%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.8M
144,378
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.7M
704,735
-2%
增持
—
AMDOCS LTD
+$2.7M
536,074
+9%
增持
SYY
SYSCO CORP
+$2.7M
545,271
+9%
减持
AOS
SMITH A O CORP
-$2.7M
97,704
-6%
增持
CRTO
CRITEO S A
+$2.6M
101,135
+190%
增持
MAS
MASCO CORP
-$2.4M
591,602
+9%
建仓
VCTR
VICTORY CAP HLDGS INC
+$2.3M
35,054
增持
—
INMODE LTD
+$2.1M
250,627
+105%
建仓
ICFI
ICF INTL INC
+$2.1M
17,533
减持
GOOGL
ALPHABET INC
+$2.1M
99,993
-2%
减持
CW
CURTISS WRIGHT CORP
+$2.0M
98,495
-2%
增持
AMAL
AMALGAMATED FINANCIAL CORP
+$2.0M
112,767
+99%
清仓
CASH
PATHWARD FINANCIAL INC
-$1.9M
0
-100%
减持
WLY
WILEY JOHN & SONS INC
-$1.8M
63,458
-34%
减持
EXEL
EXELIXIS INC
+$1.8M
419,635
-11%
增持
PRDO
PERDOCEO ED CORP
+$1.8M
253,303
+14%
增持
—
ITURAN LOCATION AND CONTROL
+$1.8M
158,204
+32%
减持
DFIN
DONNELLEY FINL SOLUTIONS INC
-$1.7M
51,296
-31%
清仓
COLM
COLUMBIA SPORTSWEAR CO
-$1.6M
0
-100%
增持
—
GATES INDL CORP PLC
+$1.4M
226,263
+23%
减持
DBX
DROPBOX INC
+$1.4M
300,808
-0%
增持
GIL
GILDAN ACTIVEWEAR INC
+$1.4M
112,483
+35%
增持
LKQ
LKQ CORP
+$1.3M
1,478,420
+11%
减持
TGT
TARGET CORP
-$1.3M
45,835
-4%
减持
PLUS
EPLUS INC
-$1.2M
45,996
-2%
增持
LBRDA
LIBERTY BROADBAND CORP
+$1.2M
423,895
+7%
增持
META
META PLATFORMS INC
+$1.1M
83,998
+0%
减持
WMT
WALMART INC
-$1.1M
509,800
-13%
清仓
QDEL
QUIDELORTHO CORP
-$1.1M
0
-100%
建仓
IWD
ISHARES TR
+$1.0M
5,542
增持
HUBG
HUB GROUP INC
+$937.5K
98,472
+30%
减持
AXP
AMERICAN EXPRESS CO
+$865.9K
34,793
-0%
减持
BKNG
BOOKING HOLDINGS INC
-$812.6K
2,011
-22%
减持
STRL
STERLING INFRASTRUCTURE INC
+$805.2K
39,610
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$784.0K
377,048
+9%
增持
ARW
ARROW ELECTRS INC
+$737.6K
46,851
+36%
减持
CIEN
CIENA CORP
+$731.9K
33,431
-2%
减持
FUL
FULLER H B CO
-$729.5K
53,611
-2%
减持
ADSK
AUTODESK INC
+$640.8K
32,705
-0%
增持
QCOM
QUALCOMM INC
-$626.6K
67,596
+4%
减持
MMM
3M CO
-$615.0K
10,683
-27%
减持
CMI
CUMMINS INC
+$580.7K
23,862
-0%
减持
CAT
CATERPILLAR INC
-$538.6K
11,544
-4%
减持
CMC
COMMERCIAL METALS CO
-$485.8K
74,277
-2%
减持
ROCK
GIBRALTAR INDS INC
-$484.7K
38,694
-2%
减持
MSFT
MICROSOFT CORP
-$457.5K
30,087
-1%
减持
ENR
ENERGIZER HLDGS INC NEW
+$435.5K
177,949
-2%
减持
GTX
GARRETT MOTION INC
+$435.0K
645,264
-2%
减持
BCO
BRINKS CO
-$417.0K
16,445
-2%
清仓
NECB
NORTHEAST CMNTY BANCORP INC
-$401.1K
0
-100%
减持
IMXI
INTERNATIONAL MNY EXPRESS IN
+$335.0K
173,741
-2%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$326.5K
21,605
-0%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
+$324.2K
54,061
-4%
建仓
VOO
VANGUARD INDEX FDS
+$323.3K
600
增持
—
SAPIENS INTL CORP N V
+$311.5K
189,365
+48%
减持
REYN
REYNOLDS CONSUMER PRODS INC
-$283.0K
59,278
-2%
建仓
TCMD
TACTILE SYS TECHNOLOGY INC
+$280.7K
16,385
清仓
RMR
RMR GROUP INC
-$270.5K
0
-100%
减持
ZD
ZIFF DAVIS INC
+$269.2K
58,029
-2%
减持
ALRM
ALARM COM HLDGS INC
+$254.9K
51,380
-2%
建仓
WINA
WINMARK CORP
+$253.1K
644
减持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$250.8K
56,355
-2%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$248.6K
40,218
+3%
清仓
VPG
VISHAY PRECISION GROUP INC
-$242.5K
0
-100%
减持
VNT
VONTIER CORPORATION
+$241.9K
120,420
-2%
减持
GILD
GILEAD SCIENCES INC
+$229.7K
47,201
-4%
清仓
DLX
DELUXE CORP
-$225.2K
0
-100%
减持
AGX
ARGAN INC
-$192.1K
1,679
-60%
减持
ESAB
ESAB CORPORATION
+$189.9K
16,730
-2%
增持
ATEN
A10 NETWORKS INC
+$189.7K
21,288
+52%
减持
CRD/A
CRAWFORD & CO
+$183.9K
527,725
-2%
增持
EGAN
EGAIN CORP
+$175.5K
59,340
+56%
建仓
AVAH
AVEANNA HEALTHCARE HLDGS INC
+$166.4K
36,409
增持
EOG
EOG RES INC
+$165.3K
21,791
+7%
建仓
BVS
BIOVENTUS INC
+$156.3K
14,883
减持
TPB
TURNING PT BRANDS INC
+$145.2K
9,274
-3%
增持
TCBX
THIRD COAST BANCSHARES INC
+$144.1K
13,697
+14%
减持
HDSN
HUDSON TECHNOLOGIES INC
-$117.2K
38,955
-3%
减持
POST
POST HLDGS INC
-$106.7K
28,233
-2%
增持
HCKT
HACKETT GROUP INC
+$104.5K
12,020
+19%
增持
OVLY
OAK VY BANCORP OAKDALE CALIF
+$97.9K
14,539
+18%
增持
UFPI
UFP INDUSTRIES INC
-$92.1K
39,510
+14%
增持
—
NOMAD FOODS LTD
-$88.0K
301,630
+12%
增持
EBF
ENNIS INC
+$70.4K
23,003
+35%
增持
ACEL
ACCEL ENTERTAINMENT INC
+$57.8K
33,798
+30%
清仓
OLPX
OLAPLEX HLDGS INC
-$56.9K
0
-100%
增持
NRC
NATIONAL RESH CORP
-$53.0K
19,892
+13%
减持
—
REV GROUP INC
+$43.6K
14,680
-3%
减持
UTMD
UTAH MED PRODS INC
-$41.5K
5,569
-3%
增持
SCSC
SCANSOURCE INC
+$41.0K
6,599
+16%
减持
KRT
KARAT PACKAGING INC
+$36.2K
10,083
-3%
减持
YALA
YALLA GROUP LTD
-$29.0K
47,011
-3%