SEIZERT CAPITAL PARTNERS, LLC Q4 2021 Filing

Filed February 8, 2022

Portfolio Value

$2.2B

Holdings

198

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (198 positions)

StockValue
LSXMKUSDLIBERTY MEDIA CORP DEL COM C S
$88.8M
JPMJPMORGAN CHASE & CO COM
$64.3M
BRK/BBERKSHIRE HATHAWAY INC DEL CL
$59.9M
AZOAUTOZONE INC COM
$58.1M
ALSNALLISON TRANSMISSION HLDGS INC
$57.6M
REGNREGENERON PHARMACEUTICALS COM
$55.2M
AYIACUITY BRANDS INC COM
$55.1M
AAPLAPPLE INC COM
$54.1M
GSGOLDMAN SACHS GROUP INC COM
$53.9M
EBAEBAY INC. COM
$52.2M
FWONALIBERTY MEDIA CORP SERIES C LI
$51.9M
CSCOCISCO SYS INC COM
$49.9M
NTAPNETAPP INC COM
$49.8M
CVSCVS HEALTH CORP COM
$48.4M
ELVANTHEM INC COM
$47.5M
AMGNAMGEN INC COM
$45.7M
DISCKUSDDISCOVERY INC COM SER C
$45.5M
WFCWELLS FARGO CO NEW COM
$45.2M
JNJJOHNSON & JOHNSON COM
$45.0M
BACBK OF AMERICA CORP COM
$41.9M
RHIROBERT HALF INTL INC COM
$40.4M
NOCNORTHROP GRUMMAN CORP COM
$38.6M
WMTWALMART INC COM
$34.4M
AWMSKYWORKS SOLUTIONS INC COM
$34.0M
LBRDALIBERTY BROADBAND CORP COM SER
$32.8M
ACIALBERTSONS COS INC COMMON STOC
$31.7M
TKRTIMKEN CO COM
$30.8M
TTTRANE TECHNOLOGIES PLC SHS
$30.8M
MTBM & T BK CORP COM
$30.4M
FT2FIRST HORIZON CORPORATION COM
$30.0M
COFCAPITAL ONE FINL CORP COM
$29.6M
LSTRLANDSTAR SYS INC COM
$28.9M
GOOGLALPHABET INC CAP STK CL A
$27.3M
BMYBRISTOL-MYERS SQUIBB CO COM
$27.2M
MSMMSC INDL DIRECT INC CL A
$24.1M
CMICUMMINS INC COM
$22.9M
DFSEURDISCOVER FINL SVCS COM
$22.8M
LBRDKLIBERTY BROADBAND CORP COM SER
$22.0M
LKQ1LKQ CORP COM
$21.6M
ZIONZIONS BANCORPORATION N A COM
$20.7M
GHCGRAHAM HLDGS CO COM CL B
$20.6M
MSFTMICROSOFT CORP COM
$20.1M
SPHRMADISON SQUARE GRDN ENTERTNMNT
$19.8M
CHKPCHECK POINT SOFTWARE TECH LTD
$18.4M
MKLMARKEL CORP COM
$18.2M
ORCLORACLE CORP COM
$15.2M
OGNORGANON & CO COMMON STOCK
$14.3M
PACWUSDPACWEST BANCORP DEL COM
$12.9M
AXPAMERICAN EXPRESS CO COM
$12.7M
INTCINTEL CORP COM
$12.6M
CWCURTISS WRIGHT CORP COM
$12.6M
SEIZERT CAPITAL PARTNERS LARGE
$11.2M
CRUSCIRRUS LOGIC INC COM
$11.1M
FFIVF5 INC COM
$9.8M
LRCXEURLAM RESEARCH CORP COM
$9.7M
UTHRUNITED THERAPEUTICS CORP DEL C
$9.4M
INCYINCYTE CORP COM
$9.3M
GILDGILEAD SCIENCES INC COM
$9.1M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS
$8.9M
ATVIEURACTIVISION BLIZZARD INC COM
$8.9M
HHC*HOWARD HUGHES CORP COM
$8.6M
VRTXVERTEX PHARMACEUTICALS INC COM
$8.5M
FUODOLBY LABORATORIES INC COM CL
$8.3M
PRGSPROGRESS SOFTWARE CORP COM
$8.0M
EX9EXELIXIS INC COM
$7.6M
SEIZERT CAPITAL PARTNERS LARGE
$7.5M
EXLSEXLSERVICE HOLDINGS INC COM
$7.0M
ALKSALKERMES PLC SHS
$6.6M
MCHBHOMESTREET INC COM
$6.0M
CSGSCSG SYS INTL INC COM
$5.6M
SMPSTANDARD MTR PRODS INC COM
$5.5M
BIIBBIOGEN INC COM
$5.2M
FCNFTI CONSULTING INC COM
$5.1M
WSBFWATERSTONE FINL INC MD COM
$5.1M
MCFTMASTERCRAFT BOAT HLDGS INC COM
$5.0M
NUSNU SKIN ENTERPRISES INC CL A
$5.0M
MEIMETHODE ELECTRS INC COM
$4.9M
GMS1EURGMS INC COM
$4.7M
CR1USDCRANE CO COM
$4.7M
VGSHVANGUARD SCOTTSDALE FDS SHORT
$4.7M
EVTCEVERTEC INC COM
$4.6M
THFFFIRST FINL CORP IND COM
$4.6M
IBCPINDEPENDENT BK CORP MICH COM N
$4.5M
EMEEMCOR GROUP INC COM
$4.4M
HCKTHACKETT GROUP INC COM
$4.4M
AITAPPLIED INDL TECHNOLOGIES INC
$4.2M
MEDMEDIFAST INC COM
$4.2M
BECNUSDBEACON ROOFING SUPPLY INC COM
$4.0M
QCRHQCR HOLDINGS INC COM
$4.0M
TOWNTOWNEBANK PORTSMOUTH VA COM
$3.9M
OZKBANK OZK COM
$3.9M
SEMSELECT MED HLDGS CORP COM
$3.9M
HTHHILLTOP HOLDINGS INC COM
$3.9M
ALRMALARM COM HLDGS INC COM
$3.9M
LGIHLGI HOMES INC COM
$3.7M
FSSFEDERAL SIGNAL CORP COM
$3.7M
HLIHOULIHAN LOKEY INC CL A
$3.6M
AIMCUSDALTRA INDL MOTION CORP COM
$3.4M
PBVPRESTIGE CONSMR HEALTHCARE INC
$3.3M
BSRRSIERRA BANCORP COM
$3.3M
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