SEIZERT CAPITAL PARTNERS, LLC
CIK 1134283 · Holdings on Jun 30, 2025 · First reported Aug 11, 2025
Top ten holdings
Q2 2025- JPM3.56%
- GS3.17%
- WFC2.98%
- PYPL2.72%
- QCOM2.56%
- AYI2.56%
- ALSN2.55%
- LKQ2.47%
- NTAP2.44%
- BRK.B2.40%
Share classes counted separately27.41%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGLWeight increased · +1.59 pp0.70% → 2.29%Shares +196.73K (+199.21%)
- CSCOWeight decreased · -1.17 pp3.25% → 2.08%Shares -468.22K (-40.71%)
- BRK.BWeight decreased · -1.13 pp3.53% → 2.40%Shares -32.23K (-22.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JPMJPMORGAN CHASE & CO View history and evidence | $80.91M | 3.56% | 279.09K shares | 3.13% → 3.56%+0.43 pp +985 (+0.35%) | Added | ↗▾ |
| 02 | GSGOLDMAN SACHS GROUP INC View history and evidence | $72.01M | 3.17% | 101.74K shares | 2.55% → 3.17%+0.62 pp +128 (+0.13%) | Added | ↗▾ |
| 03 | WFCWELLS FARGO & CO View history and evidence | $67.73M | 2.98% | 845.38K shares | 2.76% → 2.98%+0.22 pp +6.10K (+0.73%) | Added | ↗▾ |
| 04 | PYPLPAYPAL HOLDINGS INC View history and evidence | $61.97M | 2.72% | 833.78K shares | 2.04% → 2.72%+0.68 pp +152.91K (+22.46%) | Added | ↗▾ |
| 05 | QCOMQUALCOMM INC View history and evidence | $58.31M | 2.56% | 366.14K shares | 2.27% → 2.56%+0.29 pp +43.43K (+13.46%) | Added | ↗▾ |
| 06 | AYIACUITY INC View history and evidence | $58.14M | 2.56% | 194.88K shares | 3.38% → 2.56%-0.82 pp -85.17K (-30.41%) | Reduced | ↗▾ |
| 07 | ALSNALLISON TRANSMISSION HOLDING View history and evidence | $57.99M | 2.55% | 610.50K shares | 2.66% → 2.55%-0.11 pp +4.35K (+0.72%) | Added | ↗▾ |
| 08 | LKQLKQ CORP View history and evidence | $56.10M | 2.47% | 1.52M shares | 2.93% → 2.47%-0.46 pp +11.32K (+0.75%) | Added | ↗▾ |
| 09 | NTAPNETAPP INC View history and evidence | $55.56M | 2.44% | 521.48K shares | 1.80% → 2.44%+0.64 pp +75.14K (+16.84%) | Added | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $54.54M | 2.40% | 112.27K shares | 3.53% → 2.40%-1.13 pp -32.23K (-22.30%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 530307107 LIBERTY BROADBAND CORP | Non-derivative | -474,628 | -$40.34M | SEC filing ↗ | SEC filing ↗ |
| GDDY GODADDY INC - CLASS A | Non-derivative | -23,122 | -$4.17M | SEC filing ↗ | SEC filing ↗ |
| LIVN LIVANOVA PLC | Non-derivative | -99,184 | -$3.90M | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1134283 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2275066029
}Research all 172 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.