SEIZERT CAPITAL PARTNERS, LLC Q3 2019 Filing

Filed November 7, 2019

Portfolio Value

$2.0B

Holdings

200

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (200 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DELAWARE CO
$78.6M
FWONALIBERTY MEDIA CORP SERIES C LI
$70.7M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$64.5M
AYIACUITY BRANDS INC COM
$62.8M
DISCKUSDDISCOVERY INC COM SER C
$61.3M
AAPLAPPLE INC COM
$59.4M
WDCWESTERN DIGITAL CORP COM
$58.8M
LBRDKLIBERTY BROADBAND CORP COM SER
$51.6M
JPMJPMORGAN CHASE & CO COM
$50.0M
BACBANK AMER CORP COM
$47.3M
BIIBBIOGEN INC COM
$44.8M
NTAPNETAPP INC COM
$43.5M
MCKMCKESSON CORP COM
$42.6M
AMGNAMGEN INC COM
$42.2M
MSFTMICROSOFT CORP COM
$41.4M
CMICUMMINS INC COM
$41.1M
JNJJOHNSON & JOHNSON COM
$39.9M
CSCOCISCO SYS INC COM
$38.2M
GILDGILEAD SCIENCES INC COM
$37.1M
WMTWALMART INC COM
$35.9M
PACWUSDPACWEST BANCORP DEL COM
$34.4M
HHC*HOWARD HUGHES CORP COM
$34.2M
IRINGERSOLL-RAND PLC SHS
$33.0M
GSGOLDMAN SACHS GROUP INC COM
$32.1M
LBRDALIBERTY BROADBAND CORP COM SER
$32.0M
EBAEBAY INC COM
$29.8M
VZVERIZON COMMUNICATIONS INC COM
$29.3M
EXPEEXPEDIA GROUP INC COM NEW
$29.2M
CVSCVS HEALTH CORP COM
$29.1M
FFIVF5 NETWORKS INC COM
$27.9M
ORCLORACLE CORP COM
$26.8M
GOOGLALPHABET INC CAP STK CL A
$26.8M
CHRWC H ROBINSON WORLDWIDE INC COM
$25.4M
ELVANTHEM INC COM
$22.6M
COFCAPITAL ONE FINL CORP COM
$22.4M
INTCINTEL CORP COM
$21.9M
REGNREGENERON PHARMACEUTICALS COM
$21.1M
AWMSKYWORKS SOLUTIONS INC COM
$19.6M
LSTRLANDSTAR SYS INC COM
$18.4M
UHSUNIVERSAL HLTH SVCS INC CL B
$18.0M
DGXQUEST DIAGNOSTICS INC COM
$17.6M
RHIROBERT HALF INTL INC COM
$17.1M
CHDCHURCH & DWIGHT INC COM
$17.0M
PRUPRUDENTIAL FINL INC COM
$16.8M
CHKPCHECK POINT SOFTWARE TECH LTD
$16.5M
AGOASSURED GUARANTY LTD COM
$16.3M
DFSEURDISCOVER FINL SVCS COM
$15.9M
ZIONZIONS BANCORPORATION N A COM
$15.3M
GHCGRAHAM HLDGS CO COM
$14.8M
DLXDELUXE CORP COM
$14.6M
XOMEXXON MOBIL CORP COM
$12.9M
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$12.8M
CTXSEURCITRIX SYS INC COM
$12.5M
HRBBLOCK H & R INC COM
$11.1M
LRCXEURLAM RESEARCH CORP COM
$10.6M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$10.1M
NOCNORTHROP GRUMMAN CORP COM
$9.7M
CELGCELGENE CORP COM
$7.0M
SEIZERT CAPITAL PARTNERS LARGE
$6.3M
MOALTRIA GROUP INC COM
$5.3M
LEALEAR CORP COM NEW
$5.1M
BSCKINVESCO EXCH TRD SLF IDX FD TR
$4.3M
TECH DATA CORP COM
$4.0M
JHGJANUS HENDERSON GROUP PLC ORD
$4.0M
YELPYELP INC CL A
$3.9M
FHBFIRST HAWAIIAN INC COM
$3.8M
FCNFTI CONSULTING INC COM
$3.8M
RDNRADIAN GROUP INC COM
$3.7M
K12 INC COM
$3.6M
GNRCGENERAC HLDGS INC COM
$3.5M
RRXREGAL BELOIT CORP COM
$3.5M
MMSMAXIMUS INC COM
$3.5M
HELEHELEN OF TROY CORP LTD COM
$3.5M
EVTCEVERTEC INC COM
$3.2M
CIGICOLLIERS INTL GROUP INC SUB VT
$3.1M
WSBFWATERSTONE FINL INC MD COM
$3.0M
FNFABRINET SHS
$3.0M
CSGSCSG SYS INTL INC COM
$3.0M
DECKDECKERS OUTDOOR CORP COM
$2.9M
EVSBEATON VANCE TX ADV GLBL DIV FD
$2.9M
BSFAANI PHARMACEUTICALS INC COM
$2.8M
AANUSDAARONS INC COM PAR $0.50
$2.7M
CRTOCRITEO S A SPONS ADS
$2.7M
FIRST DEFIANCE FINL CORP COM
$2.6M
MLKNMILLER HERMAN INC COM
$2.6M
TGNATEGNA INC COM
$2.5M
PRGSPROGRESS SOFTWARE CORP COM
$2.5M
MSMMSC INDL DIRECT INC CL A
$2.5M
CBPXEURCONTINENTAL BLDG PRODS INC COM
$2.4M
QSIIEURNEXTGEN HEALTHCARE INC COM
$2.3M
MATWMATTHEWS INTL CORP CL A
$2.2M
QA4AGENTHERM INC COM
$2.2M
KFYKORN FERRY COM NEW
$2.2M
BSVVANGUARD BD INDEX FD INC SHORT
$2.1M
PCCPC CONNECTION INC COM
$1.9M
TBITRUEBLUE INC COM
$1.8M
ECHO GLOBAL LOGISTICS INC COM
$1.7M
2362120DSINCLAIR BROADCAST GROUP INC C
$1.6M
CLGXCORELOGIC INC COM
$1.6M
XBOEXBLACKROCK ENHANCED GBL DIV TR
$1.6M
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