SEIZERT CAPITAL PARTNERS, LLC Q4 2019 Filing

Filed February 10, 2020

Portfolio Value

$2.0B

Holdings

206

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (206 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DELAWARE CO
$83.4M
DISCKUSDDISCOVERY INC COM SER C
$74.7M
FWONALIBERTY MEDIA CORP SERIES C LI
$67.9M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$67.7M
AAPLAPPLE INC COM
$66.0M
AYIACUITY BRANDS INC COM
$62.3M
JPMJPMORGAN CHASE & CO COM
$56.6M
WDCWESTERN DIGITAL CORP COM
$55.4M
BACBANK AMER CORP COM
$54.8M
AMGNAMGEN INC COM
$50.2M
NTAPNETAPP INC COM
$49.2M
JNJJOHNSON & JOHNSON COM
$47.9M
BIIBBIOGEN INC COM
$45.4M
LBRDKLIBERTY BROADBAND CORP COM SER
$45.1M
MSFTMICROSOFT CORP COM
$44.7M
CMICUMMINS INC COM
$40.8M
GILDGILEAD SCIENCES INC COM
$39.9M
CSCOCISCO SYS INC COM
$37.5M
MCKMCKESSON CORP COM
$37.1M
LBRDALIBERTY BROADBAND CORP COM SER
$36.9M
GSGOLDMAN SACHS GROUP INC COM
$36.6M
IRINGERSOLL-RAND PLC SHS
$34.3M
CVSCVS HEALTH CORP COM
$32.8M
PACWUSDPACWEST BANCORP DEL COM
$30.5M
HHC*HOWARD HUGHES CORP COM
$30.3M
VZVERIZON COMMUNICATIONS INC COM
$28.7M
EBAEBAY INC COM
$28.4M
WMTWALMART INC COM
$27.7M
ELVANTHEM INC COM
$27.3M
AWMSKYWORKS SOLUTIONS INC COM
$27.2M
GOOGLALPHABET INC CAP STK CL A
$26.9M
COFCAPITAL ONE FINL CORP COM
$25.4M
REGNREGENERON PHARMACEUTICALS COM
$25.1M
FFIVF5 NETWORKS INC COM
$24.0M
ORCLORACLE CORP COM
$23.7M
EXPEEXPEDIA GROUP INC COM NEW
$23.7M
INTCINTEL CORP COM
$23.5M
LSTRLANDSTAR SYS INC COM
$22.5M
CHRWC H ROBINSON WORLDWIDE INC COM
$20.6M
RHIROBERT HALF INTL INC COM
$19.6M
PRUPRUDENTIAL FINL INC COM
$17.6M
GHCGRAHAM HLDGS CO COM
$14.5M
ZIONZIONS BANCORPORATION N A COM
$14.1M
DGXQUEST DIAGNOSTICS INC COM
$13.9M
UHSUNIVERSAL HLTH SVCS INC CL B
$13.7M
CHKPCHECK POINT SOFTWARE TECH LTD
$13.2M
DFSEURDISCOVER FINL SVCS COM
$13.1M
JAZZJAZZ PHARMACEUTICALS PLC SHS U
$12.8M
XOMEXXON MOBIL CORP COM
$12.6M
DLXDELUXE CORP COM
$11.5M
CTXSEURCITRIX SYS INC COM
$11.3M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$10.8M
CHDCHURCH & DWIGHT INC COM
$9.9M
LRCXEURLAM RESEARCH CORP COM
$9.7M
NOCNORTHROP GRUMMAN CORP COM
$9.7M
AGOASSURED GUARANTY LTD COM
$9.4M
HRBBLOCK H & R INC COM
$8.4M
SEIZERT CAPITAL PARTNERS LARGE
$7.1M
LEALEAR CORP COM NEW
$5.6M
MOALTRIA GROUP INC COM
$5.5M
BSCKINVESCO EXCH TRD SLF IDX FD TR
$4.5M
TBITRUEBLUE INC COM
$4.0M
RRXREGAL BELOIT CORP COM
$4.0M
RDNRADIAN GROUP INC COM
$4.0M
JHGJANUS HENDERSON GROUP PLC ORD
$3.7M
CSGSCSG SYS INTL INC COM
$3.7M
EVSBEATON VANCE TX ADV GLBL DIV FD
$3.7M
KFYKORN FERRY COM NEW
$3.5M
EVTCEVERTEC INC COM
$3.4M
AANUSDAARONS INC COM PAR $0.50
$3.3M
MMSMAXIMUS INC COM
$3.3M
CRTOCRITEO S A SPONS ADS
$3.1M
LOGMEURLOGMEIN INC COM
$3.1M
MATWMATTHEWS INTL CORP CL A
$3.1M
WYNEURWYNDHAM DESTINATIONS INC COM
$2.8M
XBOEXBLACKROCK ENHANCED GBL DIV TR
$2.7M
TGNATEGNA INC COM
$2.6M
WSBFWATERSTONE FINL INC MD COM
$2.6M
MSMMSC INDL DIRECT INC CL A
$2.6M
FHBFIRST HAWAIIAN INC COM
$2.6M
GMS1EURGMS INC COM
$2.5M
HELEHELEN OF TROY CORP LTD COM
$2.4M
FNFABRINET SHS
$2.4M
BSFAANI PHARMACEUTICALS INC COM
$2.3M
CIGICOLLIERS INTL GROUP INC SUB VT
$2.3M
MLKNMILLER HERMAN INC COM
$2.3M
QSIIEURNEXTGEN HEALTHCARE INC COM
$2.3M
QA4AGENTHERM INC COM
$2.3M
FCNFTI CONSULTING INC COM
$2.2M
DECKDECKERS OUTDOOR CORP COM
$2.1M
BSVVANGUARD BD INDEX FD INC SHORT
$2.1M
2362120DSINCLAIR BROADCAST GROUP INC C
$2.0M
BMYBRISTOL MYERS SQUIBB CO COM
$2.0M
IWDISHARES TR RUS 1000 VAL ETF
$1.9M
BWBBRIDGEWATER BANCSHARES INC COM
$1.8M
SSBUSDSOUTH ST CORP COM
$1.7M
WCCWESCO INTL INC COM
$1.7M
BKUBANKUNITED INC COM
$1.7M
AITAPPLIED INDL TECHNOLOGIES INC
$1.7M
NIC INC COM
$1.6M
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