SEIZERT CAPITAL PARTNERS, LLC
Top Portfolio Positions
162 positions ·
$2,114,505,113 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
85,681 | $66,200,567 | 3.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
224,903 | $66,157,466 | 3.13% | |
| MTCH |
Match Group, Inc.
Communication Services
|
2,108,015 | $64,737,140 | 3.06% | |
| LKQ |
Lkq Corp
Consumer Cyclical
|
2,184,202 | $64,150,012 | 3.03% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
104,667 | $62,065,437 | 2.94% | |
| ALSN |
Allison Transmission Holdings Inc
Consumer Cyclical
|
523,585 | $61,290,860 | 2.90% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
256,989 | $59,336,190 | 2.81% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
67,886 | $57,430,877 | 2.72% | |
| QCOM |
Qualcomm Inc/De
Technology
|
437,592 | $56,353,097 | 2.67% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
672,543 | $53,541,148 | 2.53% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PHM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,656,890 | 252,163 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||