SEIZERT CAPITAL PARTNERS, LLC Q1 2022 Filing

Filed May 3, 2022

Portfolio Value

$2.2T

Holdings

201

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$78.7B
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$69.8B
ALSNALLISON TRANSMISSION HLDGS INC
$63.7B
REGNREGENERON PHARMACEUTICALS COM
$57.0B
AZOAUTOZONE INC COM
$55.8B
JPMJPMORGAN CHASE & CO COM
$54.5B
AAPLAPPLE INC COM
$50.8B
DISCKUSDWARNER BROS DISCOVERY INC COM
$49.7B
NTAPNETAPP INC COM
$49.3B
AMGNAMGEN INC COM
$49.3B
ELVANTHEM INC COM
$49.3B
AYIACUITY BRANDS INC COM
$48.6B
EBAEBAY INC. COM
$48.1B
JNJJOHNSON & JOHNSON COM
$45.9B
METAMETA PLATFORMS INC
$45.6B
GSGOLDMAN SACHS GROUP INC COM
$45.5B
LBRDALIBERTY BROADBAND CORP COM SER
$43.5B
VMWEURVMWARE INC CL A COM
$43.3B
WFCWELLS FARGO CO NEW COM
$42.3B
CSCOCISCO SYS INC COM
$41.6B
AWMSKYWORKS SOLUTIONS INC COM
$40.0B
NOCNORTHROP GRUMMAN CORP COM
$39.3B
CVSCVS HEALTH CORP COM
$39.2B
COFCAPITAL ONE FINL CORP COM
$37.2B
RHIROBERT HALF INTL INC COM
$36.6B
WMTWALMART INC COM
$34.9B
MTBM & T BK CORP COM
$33.1B
BACBK OF AMERICA CORP COM
$32.2B
BMYBRISTOL-MYERS SQUIBB CO COM
$31.5B
TKRTIMKEN CO COM
$30.7B
ACIALBERTSONS COS INC COMMON STOC
$27.9B
MKLMARKEL CORP COM
$27.5B
MSMMSC INDL DIRECT INC CL A
$24.1B
LSTRLANDSTAR SYS INC COM
$24.0B
CMICUMMINS INC COM
$24.0B
DFSEURDISCOVER FINL SVCS COM
$23.5B
SPHRMADISON SQUARE GRDN ENTERTNMNT
$23.4B
GOOGLALPHABET INC CAP STK CL A
$22.6B
FT2FIRST HORIZON CORPORATION COM
$21.9B
ATVIEURACTIVISION BLIZZARD INC COM
$21.5B
LBRDKLIBERTY BROADBAND CORP COM SER
$21.3B
LKQ1LKQ CORP COM
$20.6B
GHCGRAHAM HLDGS CO COM CL B
$20.0B
PACWUSDPACWEST BANCORP DEL COM
$19.8B
MSFTMICROSOFT CORP COM
$16.7B
ORCLORACLE CORP COM
$14.2B
OGNORGANON & CO COMMON STOCK
$13.8B
ZIONZIONS BANCORPORATION N A COM
$13.2B
AXPAMERICAN EXPRESS CO COM
$12.6B
CWCURTISS WRIGHT CORP COM
$11.5B
SEIZERT CAPITAL PARTNERS LARGE
$11.2B
CHKPCHECK POINT SOFTWARE TECH LTD
$10.5B
VRTXVERTEX PHARMACEUTICALS INC COM
$10.5B
INCYINCYTE CORP COM
$9.8B
LRCXEURLAM RESEARCH CORP COM
$9.3B
EX9EXELIXIS INC COM
$9.3B
PRGSPROGRESS SOFTWARE CORP COM
$9.2B
CRUSCIRRUS LOGIC INC COM
$8.9B
HHC*HOWARD HUGHES CORP COM
$8.6B
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$8.6B
FFIVF5 INC COM
$8.2B
UTHRUNITED THERAPEUTICS CORP DEL C
$7.7B
SEIZERT CAPITAL PARTNERS LARGE
$7.5B
GILDGILEAD SCIENCES INC COM
$7.5B
ALKSALKERMES PLC SHS
$7.1B
FUODOLBY LABORATORIES INC COM CL
$6.5B
EXLSEXLSERVICE HOLDINGS INC COM
$5.7B
QCOMQUALCOMM INC COM
$5.6B
FCNFTI CONSULTING INC COM
$5.3B
CSGSCSG SYS INTL INC COM
$5.2B
CR1USDCRANE CO COM
$5.0B
HCKTHACKETT GROUP INC COM
$4.9B
SMPSTANDARD MTR PRODS INC COM
$4.8B
NUSNU SKIN ENTERPRISES INC CL A
$4.7B
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.5B
WSBFWATERSTONE FINL INC MD COM
$4.5B
THFFFIRST FINL CORP IND COM
$4.4B
MCFTMASTERCRAFT BOAT HLDGS INC COM
$4.4B
MEIMETHODE ELECTRS INC COM
$4.3B
SEMSELECT MED HLDGS CORP COM
$4.3B
AITAPPLIED INDL TECHNOLOGIES INC
$4.2B
IBCPINDEPENDENT BK CORP MICH COM N
$4.2B
EMEEMCOR GROUP INC COM
$3.9B
GMS1EURGMS INC COM
$3.9B
HIHILLENBRAND INC COM
$3.9B
DFINDONNELLEY FINL SOLUTIONS INC C
$3.9B
EVTCEVERTEC INC COM
$3.8B
TOWNTOWNEBANK PORTSMOUTH VA COM
$3.7B
GEFGREIF INC CL A
$3.4B
NOMDNOMAD FOODS LTD USD ORD SHS
$3.3B
LGIHLGI HOMES INC COM
$3.3B
KFYKORN FERRY COM NEW
$3.2B
CPFCENTRAL PAC FINL CORP COM NEW
$3.2B
WAFDWASHINGTON FED INC COM
$3.2B
QSIIEURNEXTGEN HEALTHCARE INC COM
$3.2B
AIMCUSDALTRA INDL MOTION CORP COM
$3.2B
SAICSCIENCE APPLICATIONS INTL CORP
$3.1B
HLIHOULIHAN LOKEY INC CL A
$3.0B
ALRMALARM COM HLDGS INC COM
$3.0B
BSRRSIERRA BANCORP COM
$3.0B
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