SEIZERT CAPITAL PARTNERS, LLC Q3 2021 Filing

Filed November 3, 2021

Portfolio Value

$2.2B

Holdings

188

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (188 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$85.4M
JPMJPMORGAN CHASE & CO COM
$72.0M
FWONALIBERTY MEDIA CORP SERIES C LI
$71.8M
BACBK OF AMERICA CORP COM
$61.3M
AZOAUTOZONE INC COM
$56.7M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$55.8M
GSGOLDMAN SACHS GROUP INC COM
$54.7M
REGNREGENERON PHARMACEUTICALS COM
$53.9M
NTAPNETAPP INC COM
$53.7M
ALSNALLISON TRANSMISSION HLDGS INC
$50.3M
WFCWELLS FARGO CO NEW COM
$48.1M
AYIACUITY BRANDS INC COM
$47.8M
AAPLAPPLE INC COM
$44.0M
CSCOCISCO SYS INC COM
$43.8M
DISCKUSDDISCOVERY INC COM SER C
$43.5M
EBAEBAY INC. COM
$43.2M
JNJJOHNSON & JOHNSON COM
$43.2M
AMGNAMGEN INC COM
$42.6M
CVSCVS HEALTH CORP COM
$40.8M
ELVANTHEM INC COM
$39.3M
RHIROBERT HALF INTL INC COM
$38.4M
NOCNORTHROP GRUMMAN CORP COM
$36.8M
AWMSKYWORKS SOLUTIONS INC COM
$35.6M
LBRDALIBERTY BROADBAND CORP COM SER
$35.2M
WMTWALMART INC COM
$34.2M
COFCAPITAL ONE FINL CORP COM
$34.1M
ACIALBERTSONS COS INC COMMON STOC
$34.0M
MTBM & T BK CORP COM
$30.6M
MSFTMICROSOFT CORP COM
$30.3M
TKRTIMKEN CO COM
$30.1M
DFSEURDISCOVER FINL SVCS COM
$27.7M
TTTRANE TECHNOLOGIES PLC SHS
$27.0M
MCKMCKESSON CORP COM
$26.8M
GOOGLALPHABET INC CAP STK CL A
$26.3M
MSMMSC INDL DIRECT INC CL A
$23.7M
ZIONZIONS BANCORPORATION N A COM
$23.5M
LBRDKLIBERTY BROADBAND CORP COM SER
$22.7M
CMICUMMINS INC COM
$22.3M
NSPINSPERITY INC COM
$22.2M
LSTRLANDSTAR SYS INC COM
$20.9M
LKQ1LKQ CORP COM
$20.6M
MKLMARKEL CORP COM
$20.5M
ORCLORACLE CORP COM
$17.8M
CHKPCHECK POINT SOFTWARE TECH LTD
$17.4M
OGNORGANON & CO COMMON STOCK
$17.4M
SPHRMADISON SQUARE GRDN ENTERTNMNT
$16.4M
PACWUSDPACWEST BANCORP DEL COM
$16.3M
CWCURTISS WRIGHT CORP COM
$13.8M
GHCGRAHAM HLDGS CO COM CL B
$13.2M
INTCINTEL CORP COM
$12.9M
CRUSCIRRUS LOGIC INC COM
$12.7M
EX9EXELIXIS INC COM
$11.4M
AXPAMERICAN EXPRESS CO COM
$10.6M
SEIZERT CAPITAL PARTNERS LARGE
$10.5M
ALKSALKERMES PLC SHS
$10.2M
FFIVF5 NETWORKS INC COM
$10.2M
HHC*HOWARD HUGHES CORP COM
$9.6M
UTHRUNITED THERAPEUTICS CORP DEL C
$9.2M
GILDGILEAD SCIENCES INC COM
$8.7M
INCYINCYTE CORP COM
$8.6M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$7.5M
SEIZERT CAPITAL PARTNERS LARGE
$7.0M
LEALEAR CORP COM NEW
$7.0M
VRTXVERTEX PHARMACEUTICALS INC COM
$6.3M
PRGSPROGRESS SOFTWARE CORP COM
$6.2M
PBVPRESTIGE CONSMR HEALTHCARE INC
$6.2M
PRFTUSDPERFICIENT INC COM
$6.0M
LRCXEURLAM RESEARCH CORP COM
$5.8M
EXLSEXLSERVICE HOLDINGS INC COM
$5.8M
FUODOLBY LABORATORIES INC COM CL
$5.6M
SEMSELECT MED HLDGS CORP COM
$4.7M
WSBFWATERSTONE FINL INC MD COM
$4.6M
MCHBHOMESTREET INC COM
$4.6M
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.6M
CSGSCSG SYS INTL INC COM
$4.6M
SMPSTANDARD MTR PRODS INC COM
$4.5M
FCNFTI CONSULTING INC COM
$4.4M
HNIHNI CORP COM
$4.3M
MCFTMASTERCRAFT BOAT HLDGS INC COM
$4.3M
CR1USDCRANE CO COM
$4.2M
BMYBRISTOL-MYERS SQUIBB CO COM
$4.2M
SMCIUSDSUPER MICRO COMPUTER INC COM
$4.2M
FIXCOMFORT SYS USA INC COM
$4.2M
THFFFIRST FINL CORP IND COM
$4.2M
EVTCEVERTEC INC COM
$4.1M
HCKTHACKETT GROUP INC COM
$4.1M
MEIMETHODE ELECTRS INC COM
$4.1M
IBCPINDEPENDENT BK CORP MICH COM N
$4.0M
EMEEMCOR GROUP INC COM
$3.9M
NUSNU SKIN ENTERPRISES INC CL A
$3.9M
TOWNTOWNEBANK PORTSMOUTH VA COM
$3.8M
ONEWONEWATER MARINE INC CL A COM
$3.8M
ASGNASGN INC COM
$3.8M
MEDMEDIFAST INC COM
$3.7M
GOLFACUSHNET HLDGS CORP COM
$3.7M
AITAPPLIED INDL TECHNOLOGIES INC
$3.6M
AMC NETWORKS INC CL A
$3.6M
OZKBANK OZK COM
$3.5M
HTHHILLTOP HOLDINGS INC COM
$3.5M
ALRMALARM COM HLDGS INC COM
$3.5M
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