SEIZERT CAPITAL PARTNERS, LLC Q1 2020 Filing

Filed May 5, 2020

Portfolio Value

$1.4T

Holdings

188

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (188 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$49.9B
LSXMKUSDLIBERTY MEDIA CORP DELAWARE CO
$48.9B
AAPLAPPLE INC COM
$47.4B
FWONALIBERTY MEDIA CORP SERIES C LI
$45.9B
DISCKUSDDISCOVERY INC COM SER C
$42.3B
WDCWESTERN DIGITAL CORP. COM
$38.2B
NTAPNETAPP INC COM
$36.9B
JNJJOHNSON & JOHNSON COM
$36.3B
AYIACUITY BRANDS INC COM
$36.1B
BIIBBIOGEN INC COM
$35.6B
MSFTMICROSOFT CORP COM
$34.2B
CSCOCISCO SYS INC COM
$33.4B
JPMJPMORGAN CHASE & CO COM
$32.6B
AMGNAMGEN INC COM
$30.9B
LBRDKLIBERTY BROADBAND CORP COM SER
$28.3B
LBRDALIBERTY BROADBAND CORP COM SER
$28.1B
MCKMCKESSON CORP COM
$28.0B
CMICUMMINS INC COM
$27.5B
AWMSKYWORKS SOLUTIONS INC COM
$25.5B
CVSCVS HEALTH CORP COM
$24.7B
GSGOLDMAN SACHS GROUP INC COM
$22.8B
VZVERIZON COMMUNICATIONS INC COM
$22.2B
EBAEBAY INC. COM
$22.2B
GOOGLALPHABET INC CAP STK CL A
$21.9B
EXPEEXPEDIA GROUP INC COM NEW
$20.8B
TTTRANE TECHNOLOGIES PLC SHS
$20.3B
BACBK OF AMERICA CORP COM
$20.2B
GILDGILEAD SCIENCES INC COM
$20.2B
WMTWALMART INC COM
$19.9B
REGNREGENERON PHARMACEUTICALS COM
$19.8B
FFIVF5 NETWORKS INC COM
$19.5B
DGXQUEST DIAGNOSTICS INC COM
$19.2B
LSTRLANDSTAR SYS INC COM
$18.4B
ELVANTHEM INC COM
$18.4B
ORCLORACLE CORP COM
$18.0B
INTCINTEL CORP COM
$17.6B
MSMMSC INDL DIRECT INC CL A
$16.9B
METAFACEBOOK INC CL A
$16.3B
COFCAPITAL ONE FINL CORP COM
$13.6B
PACWUSDPACWEST BANCORP DEL COM
$12.0B
HHC*HOWARD HUGHES CORP COM
$11.2B
RHIROBERT HALF INTL INC COM
$10.7B
WFCWELLS FARGO CO NEW COM
$10.2B
SYYSYSCO CORP COM
$9.3B
CHKPCHECK POINT SOFTWARE TECH LTD
$9.2B
UHSUNIVERSAL HLTH SVCS INC CL B
$8.2B
XOMEXXON MOBIL CORP COM
$8.0B
UTHRUNITED THERAPEUTICS CORP DEL C
$7.8B
DFSEURDISCOVER FINL SVCS COM
$7.5B
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$7.4B
CTXSEURCITRIX SYS INC COM
$7.3B
GHCGRAHAM HLDGS CO COM
$7.0B
CHRWC H ROBINSON WORLDWIDE INC COM
$6.6B
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$6.5B
NOCNORTHROP GRUMMAN CORP COM
$6.3B
LRCXEURLAM RESEARCH CORP COM
$6.0B
DLXDELUXE CORP COM
$5.8B
ZIONZIONS BANCORPORATION N A COM
$5.6B
SEIZERT CAPITAL PARTNERS LARGE
$5.6B
HRBBLOCK H & R INC COM
$5.4B
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.5B
LEALEAR CORP COM NEW
$4.2B
MOALTRIA GROUP INC COM
$3.8B
LOGMEURLOGMEIN INC COM
$3.7B
ICSHISHARES TR ULTR SH TRM BD
$3.0B
RRXREGAL BELOIT CORP COM
$2.7B
NIC INC COM
$2.5B
HELEHELEN OF TROY CORP LTD COM
$2.3B
TGNATEGNA INC COM
$2.2B
FCNFTI CONSULTING INC COM
$2.2B
JHGJANUS HENDERSON GROUP PLC ORD
$2.1B
EVTCEVERTEC INC COM
$2.1B
BSVVANGUARD BD INDEX FDS SHORT TR
$2.0B
TTECTTEC HLDGS INC COM
$1.9B
WSBFWATERSTONE FINL INC MD COM
$1.8B
MATWMATTHEWS INTL CORP CL A
$1.8B
PRGSPROGRESS SOFTWARE CORP COM
$1.8B
CENTACENTRAL GARDEN & PET CO CL A N
$1.7B
GMS1EURGMS INC COM
$1.7B
NUSNU SKIN ENTERPRISES INC CL A
$1.6B
DECKDECKERS OUTDOOR CORP COM
$1.6B
WAFDWASHINGTON FED INC COM
$1.5B
LADLITHIA MTRS INC CL A
$1.5B
QA4AGENTHERM INC COM
$1.5B
BSFAANI PHARMACEUTICALS INC COM
$1.4B
GNRCGENERAC HLDGS INC COM
$1.4B
FHBFIRST HAWAIIAN INC COM
$1.4B
AITAPPLIED INDL TECHNOLOGIES INC
$1.3B
HNIHNI CORP COM
$1.3B
CRTOCRITEO S A SPONS ADS
$1.3B
CIGICOLLIERS INTL GROUP INC SUB VT
$1.3B
ISBCUSDINVESTORS BANCORP INC NEW COM
$1.3B
KFYKORN FERRY COM NEW
$1.2B
CLGXCORELOGIC INC COM
$1.2B
GCI LIBERTY INC COM CLASS A
$1.2B
TBITRUEBLUE INC COM
$1.2B
BWBBRIDGEWATER BANCSHARES INC COM
$1.1B
MLKNMILLER HERMAN INC COM
$1.1B
ECHO GLOBAL LOGISTICS INC COM
$1.1B
CAHCARDINAL HEALTH INC COM
$1.1B
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