SEIZERT CAPITAL PARTNERS, LLC Q2 2019 Filing

Filed August 6, 2019

Portfolio Value

$2.0B

Holdings

210

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (210 positions)

StockValue
DISCKUSDDISCOVERY INC COM SER C
$71.9M
LSXMKUSDLIBERTY MEDIA CORP DELAWARE CO
$69.5M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$67.5M
AYIACUITY BRANDS INC COM
$65.8M
FWONALIBERTY MEDIA CORP SERIES C LI
$65.7M
WDCWESTERN DIGITAL CORP COM
$57.3M
AAPLAPPLE INC COM
$56.7M
LBRDKLIBERTY BROADBAND CORP COM SER
$52.1M
JPMJPMORGAN CHASE & CO COM
$49.0M
BACBANK AMER CORP COM
$48.6M
IRINGERSOLL-RAND PLC SHS
$46.4M
AMGNAMGEN INC COM
$45.3M
MCKMCKESSON CORP COM
$45.2M
CMICUMMINS INC COM
$45.0M
JNJJOHNSON & JOHNSON COM
$44.3M
CSCOCISCO SYS INC COM
$44.2M
BIIBBIOGEN INC COM
$43.8M
MSFTMICROSOFT CORP COM
$41.5M
GILDGILEAD SCIENCES INC COM
$40.8M
HHC*HOWARD HUGHES CORP COM
$40.3M
WMTWALMART INC COM
$34.8M
PACWUSDPACWEST BANCORP DEL COM
$34.0M
GSGOLDMAN SACHS GROUP INC COM
$33.0M
LBRDALIBERTY BROADBAND CORP COM SER
$32.8M
AGOASSURED GUARANTY LTD COM
$29.3M
EBAEBAY INC COM
$29.1M
VZVERIZON COMMUNICATIONS INC COM
$29.0M
ORCLORACLE CORP COM
$29.0M
ELVANTHEM INC COM
$28.0M
FFIVF5 NETWORKS INC COM
$27.1M
CVSCVS HEALTH CORP COM
$26.3M
INTCINTEL CORP COM
$26.1M
CHRWC H ROBINSON WORLDWIDE INC COM
$25.6M
GOOGLALPHABET INC CAP STK CL A
$24.9M
CELGCELGENE CORP COM
$23.7M
COFCAPITAL ONE FINL CORP COM
$22.5M
NTAPNETAPP INC COM
$21.7M
DFSEURDISCOVER FINL SVCS COM
$20.2M
CHKPCHECK POINT SOFTWARE TECH LTD
$17.9M
PRUPRUDENTIAL FINL INC COM
$17.5M
DGXQUEST DIAGNOSTICS INC COM
$17.2M
CHDCHURCH & DWIGHT INC COM
$17.0M
RHIROBERT HALF INTL INC COM
$16.6M
ZIONZIONS BANCORPORATION N A COM
$16.3M
UHSUNIVERSAL HLTH SVCS INC CL B
$16.2M
GHCGRAHAM HLDGS CO COM
$15.8M
EXPEEXPEDIA GROUP INC COM NEW
$15.7M
AWMSKYWORKS SOLUTIONS INC COM
$15.3M
HPEHEWLETT PACKARD ENTERPRISE CO
$14.6M
BKUBANKUNITED INC COM
$14.4M
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$14.4M
XOMEXXON MOBIL CORP COM
$14.2M
HRBBLOCK H & R INC COM
$14.1M
CTXSEURCITRIX SYS INC COM
$13.0M
DLXDELUXE CORP COM
$12.4M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$11.9M
LRCXEURLAM RESEARCH CORP COM
$11.0M
SEIZERT CAPITAL PARTNERS LARGE
$9.2M
NOCNORTHROP GRUMMAN CORP COM
$9.2M
MOALTRIA GROUP INC COM
$7.0M
LEALEAR CORP COM NEW
$6.9M
BSCKINVESCO EXCH TRD SLF IDX FD TR
$4.3M
FCNFTI CONSULTING INC COM
$3.9M
EVSBEATON VANCE TX MGD DIV EQ INCM
$3.5M
DECKDECKERS OUTDOOR CORP COM
$3.5M
EVTCEVERTEC INC COM
$3.3M
MMSMAXIMUS INC COM
$3.3M
GNRCGENERAC HLDGS INC COM
$3.1M
RRXREGAL BELOIT CORP COM
$3.1M
WSBFWATERSTONE FINL INC MD COM
$3.0M
CIGICOLLIERS INTL GROUP INC SUB VT
$2.9M
TECH DATA CORP COM
$2.9M
QSIIEURNEXTGEN HEALTHCARE INC COM
$2.9M
HELEHELEN OF TROY CORP LTD COM
$2.9M
FNFABRINET SHS
$2.9M
LSTRLANDSTAR SYS INC COM
$2.8M
PRGSPROGRESS SOFTWARE CORP COM
$2.8M
CSGSCSG SYS INTL INC COM
$2.8M
EVSBEATON VANCE TX ADV GLBL DIV FD
$2.8M
MCHBHOMESTREET INC COM
$2.7M
AANUSDAARONS INC COM PAR $0.50
$2.6M
FIRST DEFIANCE FINL CORP COM
$2.6M
MLKNMILLER HERMAN INC COM
$2.5M
MSMMSC INDL DIRECT INC CL A
$2.5M
CRTOCRITEO S A SPONS ADS
$2.5M
JHGJANUS HENDERSON GROUP PLC ORD
$2.5M
BSFAANI PHARMACEUTICALS INC COM
$2.4M
RDNRADIAN GROUP INC COM
$2.4M
AMC NETWORKS INC CL A
$2.3M
CPFCENTRAL PAC FINL CORP COM NEW
$2.3M
CBPXEURCONTINENTAL BLDG PRODS INC COM
$2.3M
KFYKORN FERRY COM NEW
$2.2M
QA4AGENTHERM INC COM
$2.2M
MATWMATTHEWS INTL CORP CL A
$2.1M
BSVVANGUARD BD INDEX FD INC SHORT
$2.1M
NIC INC COM
$2.1M
2362120DSINCLAIR BROADCAST GROUP INC C
$2.0M
MSGNMSG NETWORK INC CL A
$1.9M
NIJNELNET INC CL A
$1.9M
DOOBRP INC COM SUN VTG
$1.9M
Page 1 of 3Next