SEIZERT CAPITAL PARTNERS, LLC Q3 2020 Filing

Filed November 3, 2020

Portfolio Value

$1.5T

Holdings

189

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (189 positions)

StockValue
FWONALIBERTY MEDIA CORP SERIES C LI
$56.4B
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$50.9B
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$50.0B
JPMJPMORGAN CHASE & CO COM
$46.4B
AYIACUITY BRANDS INC COM
$44.9B
DISCKUSDDISCOVERY INC COM SER C
$44.8B
JNJJOHNSON & JOHNSON COM
$36.1B
GSGOLDMAN SACHS GROUP INC COM
$35.9B
BACBK OF AMERICA CORP COM
$35.6B
AMGNAMGEN INC COM
$34.8B
BIIBBIOGEN INC COM
$34.7B
ALSNALLISON TRANSMISSION HLDGS INC
$34.3B
AAPLAPPLE INC COM
$34.1B
LBRDALIBERTY BROADBAND CORP COM SER
$33.6B
TTTRANE TECHNOLOGIES PLC SHS
$33.1B
NTAPNETAPP INC COM
$30.7B
EXPEEXPEDIA GROUP INC COM NEW
$29.6B
MSFTMICROSOFT CORP COM
$29.6B
COFCAPITAL ONE FINL CORP COM
$29.2B
CVSCVS HEALTH CORP COM
$29.0B
WDCWESTERN DIGITAL CORP. COM
$28.0B
MCKMCKESSON CORP COM
$27.8B
CSCOCISCO SYS INC COM
$27.7B
CMICUMMINS INC COM
$27.5B
EBAEBAY INC. COM
$26.5B
WMTWALMART INC COM
$26.2B
VZVERIZON COMMUNICATIONS INC COM
$26.1B
AWMSKYWORKS SOLUTIONS INC COM
$26.0B
ELVANTHEM INC COM
$26.0B
NOCNORTHROP GRUMMAN CORP COM
$22.4B
LBRDKLIBERTY BROADBAND CORP COM SER
$22.0B
RHIROBERT HALF INTL INC COM
$21.3B
GOOGLALPHABET INC CAP STK CL A
$20.4B
REGNREGENERON PHARMACEUTICALS COM
$20.0B
DFSEURDISCOVER FINL SVCS COM
$19.9B
MSMMSC INDL DIRECT INC CL A
$19.8B
ORCLORACLE CORP COM
$17.2B
LSTRLANDSTAR SYS INC COM
$15.7B
TKRTIMKEN CO COM
$15.1B
FFIVF5 NETWORKS INC COM
$14.8B
INTCINTEL CORP COM
$14.1B
SYYSYSCO CORP COM
$13.6B
DGXQUEST DIAGNOSTICS INC COM
$13.4B
ANETEURARISTA NETWORKS INC COM
$10.5B
HRBBLOCK H & R INC COM
$9.5B
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$9.0B
GHCGRAHAM HLDGS CO COM CL B
$8.7B
MKLMARKEL CORP COM
$8.5B
UTHRUNITED THERAPEUTICS CORP DEL C
$8.5B
ZIONZIONS BANCORPORATION N A COM
$7.9B
WFCWELLS FARGO CO NEW COM
$7.8B
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$7.5B
CRUSCIRRUS LOGIC INC COM
$7.5B
FUODOLBY LABORATORIES INC COM CL
$7.5B
UHSUNIVERSAL HLTH SVCS INC CL B
$7.2B
LRCXEURLAM RESEARCH CORP COM
$7.0B
LEALEAR CORP COM NEW
$7.0B
PACWUSDPACWEST BANCORP DEL COM
$6.9B
SEIZERT CAPITAL PARTNERS LARGE
$6.9B
CWCURTISS WRIGHT CORP COM
$6.8B
HHC*HOWARD HUGHES CORP COM
$6.6B
AXPAMERICAN EXPRESS CO COM
$6.1B
CHKPCHECK POINT SOFTWARE TECH LTD
$6.0B
METAFACEBOOK INC CL A
$6.0B
MOALTRIA GROUP INC COM
$5.6B
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.3B
ICSHISHARES TR ULTR SH TRM BD
$3.4B
BMYBRISTOL-MYERS SQUIBB CO COM
$2.8B
FLIRFLIR SYS INC COM
$2.4B
RRXREGAL BELOIT CORP COM
$2.2B
TTECTTEC HLDGS INC COM
$2.2B
NUSNU SKIN ENTERPRISES INC CL A
$2.1B
BSVVANGUARD BD INDEX FDS SHORT TR
$2.1B
LLYLILLY ELI & CO COM
$1.9B
MMM3M CO COM
$1.9B
JXC1J2 GLOBAL INC COM
$1.8B
ECHO GLOBAL LOGISTICS INC COM
$1.7B
XRXXEROX HOLDINGS CORP COM NEW
$1.7B
PGTIUSDPGT INNOVATIONS INC COM
$1.7B
FIXCOMFORT SYS USA INC COM
$1.7B
FBCUSDFLAGSTAR BANCORP INC COM PAR .
$1.6B
EMEEMCOR GROUP INC COM
$1.6B
CRTOCRITEO S A SPONS ADS
$1.6B
EVTCEVERTEC INC COM
$1.6B
PBVPRESTIGE CONSMR HEALTHCARE INC
$1.6B
OZKBANK OZK COM
$1.5B
WSBFWATERSTONE FINL INC MD COM
$1.5B
QA4AGENTHERM INC COM
$1.5B
MERIDIAN BANCORP INC MD COM
$1.5B
NIC INC COM
$1.5B
LADLITHIA MTRS INC CL A
$1.4B
CMPRCIMPRESS PLC SHS EURO
$1.4B
EPCEDGEWELL PERS CARE CO COM
$1.4B
CSGSCSG SYS INTL INC COM
$1.4B
MATWMATTHEWS INTL CORP CL A
$1.3B
GCI LIBERTY INC COM CLASS A
$1.3B
BSRRSIERRA BANCORP COM
$1.3B
AMC NETWORKS INC CL A
$1.3B
INBKFIRST INTERNET BANCORP COM
$1.3B
PLXSPLEXUS CORP COM
$1.3B
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