SEIZERT CAPITAL PARTNERS, LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$2.3T

Holdings

172

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
101
CRTOCRITEO S A
123,657$3.0B0.13%
102
WLYWILEY JOHN & SONS INC
64,622$2.9B0.13%
103
IMXIINTERNATIONAL MNY EXPRESS IN
277,116$2.8B0.12%
104
EOGEOG RES INC
22,673$2.7B0.12%
105
EAELECTRONIC ARTS INC
16,385$2.6B0.12%
106
FHIFEDERATED HERMES INC
56,065$2.5B0.11%
107
CSVCARRIAGE SVCS INC
53,514$2.4B0.11%
108
JXC1ZIFF DAVIS INC
79,590$2.4B0.11%
109
MATMATTEL INC
122,063$2.4B0.11%
110
ROCKGIBRALTAR INDS INC
39,408$2.3B0.10%
111
EEFTEURONET WORLDWIDE INC
21,780$2.2B0.10%
112
ESABESAB CORPORATION
17,037$2.1B0.09%
113
OPCHOPTION CARE HEALTH INC
58,468$1.9B0.08%
114
ICSHISHARES TR
36,356$1.8B0.08%
115
AXSAXIS CAP HLDGS LTD
17,157$1.8B0.08%
116
AVTAVNET INC
32,568$1.7B0.08%
117
QLYSQUALYS INC
11,929$1.7B0.07%
118
PRDOPERDOCEO ED CORP
47,479$1.6B0.07%
119
BCOBRINKS CO
16,747$1.5B0.07%
120
KOPKOPPERS HOLDINGS INC
37,012$1.2B0.05%
121
FWONALIBERTY MEDIA CORP DEL
9,949$1.0B0.05%
122
OSPNONESPAN INC
61,123$1.0B0.04%
123
MTGMGIC INVT CORP WIS
34,766$967.9M0.04%
124
HTBHOMETRUST BANCSHARES INC
25,825$966.1M0.04%
125
SMPLSIMPLY GOOD FOODS CO
28,670$905.7M0.04%
126
CMICUMMINS INC
2,580$845.0M0.04%
127
COSTCOSTCO WHSL CORP NEW
763$755.3M0.03%
128
AZOAUTOZONE INC
188$697.9M0.03%
129
EPCEDGEWELL PERS CARE CO
29,497$690.5M0.03%
130
IIIINFORMATION SVCS GROUP INC
99,094$475.7M0.02%
131
BSVVANGUARD BD INDEX FDS
5,831$458.9M0.02%
132
VGSHVANGUARD SCOTTSDALE FDS
7,806$458.8M0.02%
133
VCSHVANGUARD SCOTTSDALE FDS
5,658$449.8M0.02%
134
DGIIDIGI INTL INC
12,674$441.8M0.02%
135
TCBXTHIRD COAST BANCSHARES INC
13,369$436.8M0.02%
136
NATHNATHANS FAMOUS INC NEW
3,902$431.5M0.02%
137
LBRDKLIBERTY BROADBAND CORP
4,162$409.5M0.02%
138
EBFENNIS INC
22,559$409.2M0.02%
139
ACELACCEL ENTERTAINMENT INC
32,989$388.3M0.02%
140
OVLYOAK VY BANCORP OAKDALE CALIF
14,191$386.6M0.02%
141
EGANEGAIN CORP
57,919$362.0M0.02%
142
CRAICRA INTL INC
1,818$340.6M0.01%
143
RLGTRADIANT LOGISTICS INC
55,352$336.5M0.01%
144
KRTKARAT PACKAGING INC
11,755$331.0M0.01%
145
NRCNATIONAL RESH CORP
19,416$326.2M0.01%
146
ATENA10 NETWORKS INC
16,780$324.7M0.01%
147
UTMUTAH MED PRODS INC
5,436$309.4M0.01%
148
HDSNHUDSON TECHNOLOGIES INC
38,023$308.7M0.01%
149
WINAWINMARK CORP
813$307.0M0.01%
150
HSTMHEALTHSTREAM INC
10,891$301.4M0.01%
151
DYHTARGET CORP
3,024$298.3M0.01%
152
HCKTHACKETT GROUP INC
11,732$298.2M0.01%
153
MRKMERCK & CO INC
3,720$294.5M0.01%
154
ADPAUTOMATIC DATA PROCESSING IN
941$290.2M0.01%
155
AHCOADAPTHEALTH CORP
30,087$283.7M0.01%
156
WNEBWESTERN NEW ENG BANCORP INC
29,620$273.4M0.01%
157
PKBKPARKE BANCORP INC
13,363$272.2M0.01%
158
SCSCSCANSOURCE INC
6,441$269.3M0.01%
159
AVAHAVEANNA HEALTHCARE HLDGS INC
50,642$264.9M0.01%
160
VRTSVIRTUS INVT PARTNERS INC
1,432$259.8M0.01%
161
TPBTURNING PT BRANDS INC
3,293$249.5M0.01%
162
MCKMCKESSON CORP
331$242.6M0.01%
163
PGPROCTER AND GAMBLE CO
1,500$239.0M0.01%
164
TSBKTIMBERLAND BANCORP INC
7,415$231.3M0.01%
165
DOLEDOLE PLC
16,268$227.6M0.01%
166
ADEAADEIA INC
15,661$221.4M0.01%
167
ORCLORACLE CORP
1,000$218.6M0.01%
168
GTYGETTY RLTY CORP NEW
7,851$217.0M0.01%
169
BVSBIOVENTUS INC
24,758$163.9M0.01%
170
TCMDTACTILE SYS TECHNOLOGY INC
15,993$162.2M0.01%
171
HLITHARMONIC INC
14,543$137.7M0.01%
172
JBIJANUS INTERNATIONAL GROUP IN
15,490$126.1M0.01%
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