SEIZERT CAPITAL PARTNERS, LLC Q3 2024 Filing

Filed November 6, 2024

Portfolio Value

$2.2B

Holdings

165

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (165 positions)

StockValue
AYIACUITY BRANDS INC
$77.5M
ALSNALLISON TRANSMISSION HLDGS I
$63.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$62.6M
AMGNAMGEN INC
$62.1M
JPMJPMORGAN CHASE & CO.
$57.4M
CSCOCISCO SYS INC
$57.0M
GSGOLDMAN SACHS GROUP INC
$56.6M
NTAPNETAPP INC
$56.4M
ELVELEVANCE HEALTH INC
$54.2M
LKQ1LKQ CORP
$53.0M
EXPEEXPEDIA GROUP INC
$50.8M
REGNREGENERON PHARMACEUTICALS
$48.1M
METAMETA PLATFORMS INC
$48.1M
WMTWALMART INC
$47.2M
SIRISIRIUSXM HOLDINGS INC
$46.2M
MASMASCO CORP
$45.4M
WFCWELLS FARGO CO NEW
$44.4M
CITHE CIGNA GROUP
$43.5M
PRGSPROGRESS SOFTWARE CORP
$43.5M
AAPLAPPLE INC
$43.4M
DOXAMDOCS LTD
$42.9M
BLDRBUILDERS FIRSTSOURCE INC
$41.6M
JNJJOHNSON & JOHNSON
$39.6M
SYYSYSCO CORP
$39.0M
BMYBRISTOL-MYERS SQUIBB CO
$37.1M
RHIROBERT HALF INC.
$36.9M
COFCAPITAL ONE FINL CORP
$35.4M
BACBANK AMERICA CORP
$34.4M
PYPLPAYPAL HLDGS INC
$34.4M
AWMSKYWORKS SOLUTIONS INC
$34.2M
CWCURTISS WRIGHT CORP
$32.9M
MSMMSC INDL DIRECT INC
$31.1M
LSTRLANDSTAR SYS INC
$30.9M
ACIALBERTSONS COS INC
$30.6M
LBRDALIBERTY BROADBAND CORP
$30.3M
CVSCVS HEALTH CORP
$29.2M
CHKPCHECK POINT SOFTWARE TECH LT
$23.9M
FFIVF5 INC
$20.1M
AZOAUTOZONE INC
$18.6M
TROWPRICE T ROWE GROUP INC
$18.3M
MKLMARKEL GROUP INC
$17.7M
GOOGLALPHABET INC
$16.9M
GHCGRAHAM HLDGS CO
$15.9M
FOXAFOX CORP
$14.8M
UTHUNITED THERAPEUTICS CORP DEL
$13.9M
MSFTMICROSOFT CORP
$13.1M
AITAPPLIED INDL TECHNOLOGIES IN
$12.6M
EX9EXELIXIS INC
$12.2M
LBRDKLIBERTY BROADBAND CORP
$11.1M
QCOMQUALCOMM INC
$11.0M
BKNGBOOKING HOLDINGS INC
$10.8M
MLIMUELLER INDS INC
$10.8M
MTCHMATCH GROUP INC NEW
$9.9M
CRUSCIRRUS LOGIC INC
$9.8M
AXPAMERICAN EXPRESS CO
$9.5M
AOSSMITH A O CORP
$9.3M
ADSKAUTODESK INC
$9.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$8.9M
GDDYGODADDY INC
$8.6M
SNASNAP ON INC
$8.5M
CNCCENTENE CORP DEL
$8.4M
EAELECTRONIC ARTS INC
$8.4M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$8.0M
LRCXEURLAM RESEARCH CORP
$7.9M
ZIONZIONS BANCORPORATION N A
$7.7M
CMICUMMINS INC
$7.7M
DBXDROPBOX INC
$7.7M
DYHTARGET CORP
$7.5M
INCYINCYTE CORP
$6.2M
CRD/ACRAWFORD & CO
$5.9M
STRLSTERLING INFRASTRUCTURE INC
$5.9M
HOLXHOLOGIC INC
$5.8M
TSAACI WORLDWIDE INC
$5.8M
ENRENERGIZER HLDGS INC NEW
$5.8M
BDCBELDEN INC
$5.6M
KFYKORN FERRY
$5.5M
SAICSCIENCE APPLICATIONS INTL CO
$5.4M
GTXGARRETT MOTION INC
$5.4M
DORMDORMAN PRODS INC
$5.2M
NOMDNOMAD FOODS LTD
$5.1M
VRTXVERTEX PHARMACEUTICALS INC
$5.0M
PRDOPERDOCEO ED CORP
$4.9M
DFINDONNELLEY FINL SOLUTIONS INC
$4.9M
BRCBRADY CORP
$4.9M
SPNSSAPIENS INTL CORP N V
$4.8M
CATCATERPILLAR INC
$4.7M
PLUSEPLUS INC
$4.6M
WLYWILEY JOHN & SONS INC
$4.6M
ARWARROW ELECTRS INC
$4.6M
UFPIUFP INDUSTRIES INC
$4.5M
FULFULLER H B CO
$4.3M
CMCCOMMERCIAL METALS CO
$4.2M
PBVPRESTIGE CONSMR HEALTHCARE I
$4.2M
VNTVONTIER CORPORATION
$4.1M
GILDGILEAD SCIENCES INC
$4.1M
GILGILDAN ACTIVEWEAR INC
$3.9M
HUBGHUB GROUP INC
$3.5M
KWRQUAKER HOUGHTON
$3.4M
POSTPOST HLDGS INC
$3.3M
IMXIINTERNATIONAL MNY EXPRESS IN
$3.3M
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