SEIZERT CAPITAL PARTNERS, LLC Q1 2024 Filing

Filed May 1, 2024

Portfolio Value

$2.2B

Holdings

176

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (176 positions)

StockValue
ALSNALLISON TRANSMISSION HLDGS I
$79.4M
AYIACUITY BRANDS INC
$78.5M
JPMJPMORGAN CHASE & CO
$73.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$71.9M
GSGOLDMAN SACHS GROUP INC
$60.3M
LM0CLIBERTY MEDIA CORP DEL
$60.2M
AMGNAMGEN INC
$59.0M
NTAPNETAPP INC
$57.3M
METAMETA PLATFORMS INC
$57.0M
REGNREGENERON PHARMACEUTICALS
$54.2M
AZOAUTOZONE INC
$51.2M
EXPEEXPEDIA GROUP INC
$47.3M
CSCOCISCO SYS INC
$47.3M
WFCWELLS FARGO CO NEW
$46.5M
WMTWALMART INC
$45.8M
ELVELEVANCE HEALTH INC
$45.2M
COFCAPITAL ONE FINL CORP
$42.0M
BACBANK AMERICA CORP
$40.7M
SYYSYSCO CORP
$40.5M
JNJJOHNSON & JOHNSON
$40.1M
TRVCCITIGROUP INC
$39.2M
DOXAMDOCS LTD
$38.4M
RHIROBERT HALF INC.
$38.3M
CWCURTISS WRIGHT CORP
$38.1M
CVSCVS HEALTH CORP
$37.0M
WBDWARNER BROS DISCOVERY INC
$35.5M
MSMMSC INDL DIRECT INC
$35.2M
BMYBRISTOL-MYERS SQUIBB CO
$34.9M
AAPLAPPLE INC
$34.0M
ACIALBERTSONS COS INC
$32.5M
WIREEURENCORE WIRE CORP
$31.6M
LSTRLANDSTAR SYS INC
$31.6M
AWMSKYWORKS SOLUTIONS INC
$29.7M
PRGSPROGRESS SOFTWARE CORP
$25.2M
LBRDALIBERTY BROADBAND CORP
$23.2M
CHKPCHECK POINT SOFTWARE TECH LT
$22.4M
GOOGLALPHABET INC
$20.0M
DFSEURDISCOVER FINL SVCS
$18.4M
MKLMARKEL GROUP INC
$18.3M
FFIVF5 INC
$17.2M
QCOMQUALCOMM INC
$16.3M
GHCGRAHAM HLDGS CO
$15.8M
MSFTMICROSOFT CORP
$15.0M
CMICUMMINS INC
$14.5M
CITHE CIGNA GROUP
$13.7M
AXPAMERICAN EXPRESS CO
$13.3M
LKQ1LKQ CORP
$11.9M
MLIMUELLER INDS INC
$11.8M
BKNGBOOKING HOLDINGS INC
$11.0M
FOXAFOX CORP
$10.0M
EX9EXELIXIS INC
$10.0M
DYHTARGET CORP
$9.9M
GDDYGODADDY INC
$9.4M
LRCXEURLAM RESEARCH CORP
$8.7M
DBXDROPBOX INC
$8.7M
CNCCENTENE CORP DEL
$7.8M
ADSKAUTODESK INC
$7.8M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$7.7M
TROWPRICE T ROWE GROUP INC
$7.6M
CRUSCIRRUS LOGIC INC
$7.5M
ZIONZIONS BANCORPORATION N A
$7.4M
LBRDKLIBERTY BROADBAND CORP
$7.3M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$6.9M
EAELECTRONIC ARTS INC
$6.8M
SNASNAP ON INC
$6.7M
UTHUNITED THERAPEUTICS CORP DEL
$5.8M
GMS1EURGMS INC
$5.8M
HOLXHOLOGIC INC
$5.8M
VNTVONTIER CORPORATION
$5.7M
FIXCOMFORT SYS USA INC
$5.3M
DFINDONNELLEY FINL SOLUTIONS INC
$5.2M
VRTXVERTEX PHARMACEUTICALS INC
$5.1M
INCYINCYTE CORP
$4.9M
PRDOPERDOCEO ED CORP
$4.9M
STRLSTERLING INFRASTRUCTURE INC
$4.6M
BDCBELDEN INC
$4.6M
PBVPRESTIGE CONSMR HEALTHCARE I
$4.3M
SPNSSAPIENS INTL CORP N V
$4.2M
ENRENERGIZER HLDGS INC NEW
$4.2M
GILDGILEAD SCIENCES INC
$4.1M
REZIRESIDEO TECHNOLOGIES INC
$4.1M
EVREVERCORE INC
$4.1M
KFYKORN FERRY
$4.0M
CRD/ACRAWFORD & CO
$4.0M
ALRMALARM COM HLDGS INC
$3.9M
TSAACI WORLDWIDE INC
$3.9M
IMXIINTERNATIONAL MNY EXPRESS IN
$3.9M
SAICSCIENCE APPLICATIONS INTL CO
$3.8M
GTXGARRETT MOTION INC
$3.8M
GRBKGREEN BRICK PARTNERS INC
$3.8M
NOMDNOMAD FOODS LTD
$3.8M
WLYWILEY JOHN & SONS INC
$3.7M
PATKPATRICK INDS INC
$3.7M
CATCATERPILLAR INC
$3.5M
ITRNITURAN LOCATION AND CONTROL
$3.4M
HUBGHUB GROUP INC
$3.4M
ADUSADDUS HOMECARE CORP
$3.4M
AMKASSETMARK FINL HLDGS INC
$3.3M
ROCKGIBRALTAR INDS INC
$3.3M
MATWMATTHEWS INTL CORP
$3.2M
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