SEIZERT CAPITAL PARTNERS, LLC
CIK 1134283 · Holdings on Dec 31, 2025 · First reported Feb 2, 2026
Top ten holdings
Q4 2025- GS3.64%
- WFC3.29%
- QCOM3.22%
- JPM3.18%
- GOOGL3.15%
- REGN3.09%
- UTHR3.00%
- COF2.82%
- LKQ2.78%
- AYI2.75%
Share classes counted separately30.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- REGNWeight increased · +0.68 pp2.41% → 3.09%Shares -4.08K (-4.14%)
- CCKWeight increased · +0.57 pp1.28% → 1.85%Shares +118.30K (+38.54%)
- LKQWeight increased · +0.56 pp2.22% → 2.78%Shares +504.00K (+30.09%)
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 | GSGOLDMAN SACHS GROUP INC View history and evidence | $86.08M | 3.64% | 97.93K shares | 3.44% → 3.64%+0.20 pp -1.81K (-1.81%) | Reduced | ↗▾ |
| 02 | WFCWELLS FARGO & CO View history and evidence | $77.81M | 3.29% | 834.92K shares | 3.07% → 3.29%+0.22 pp -11.51K (-1.36%) | Reduced | ↗▾ |
| 03 | QCOMQUALCOMM INC View history and evidence | $76.33M | 3.22% | 446.27K shares | 3.28% → 3.22%-0.06 pp -8.35K (-1.84%) | Reduced | ↗▾ |
| 04 | JPMJPMORGAN CHASE & CO View history and evidence | $75.37M | 3.18% | 233.89K shares | 3.27% → 3.18%-0.09 pp -5.72K (-2.39%) | Reduced | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $74.50M | 3.15% | 238.03K shares | 3.43% → 3.15%-0.28 pp -87.34K (-26.84%) | Reduced | ↗▾ |
| 06 | REGNREGENERON PHARMACEUTICALS View history and evidence | $73.10M | 3.09% | 94.70K shares | 2.41% → 3.09%+0.68 pp -4.08K (-4.14%) | Reduced | ↗▾ |
| 07 | UTHRUNITED THERAPEUTICS CORP View history and evidence | $70.91M | 3.00% | 145.52K shares | 2.67% → 3.00%+0.33 pp -1.47K (-1.00%) | Reduced | ↗▾ |
| 08 | COFCAPITAL ONE FINANCIAL CORP View history and evidence | $66.79M | 2.82% | 275.60K shares | 2.48% → 2.82%+0.34 pp +5.79K (+2.15%) | Added | ↗▾ |
| 09 | LKQLKQ CORP View history and evidence | $65.80M | 2.78% | 2.18M shares | 2.22% → 2.78%+0.56 pp +504.00K (+30.09%) | Added | ↗▾ |
| 10 | AYIACUITY INC View history and evidence | $65.01M | 2.75% | 180.57K shares | 2.81% → 2.75%-0.06 pp -8.05K (-4.27%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| STRL STERLING INFRASTRUCTURE INC | Non-derivative | -16,970 | -$5.76M | SEC filing ↗ | SEC filing ↗ |
| 126349109 CSG SYS INTL INC | Non-derivative | -69,187 | -$4.45M | SEC filing ↗ | SEC filing ↗ |
| AMAL AMALGAMATED FINANCIAL CORP | Non-derivative | -112,726 | -$3.06M | SEC filing ↗ | SEC filing ↗ |
3 / 11 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2367445061
}Research all 178 reported holdings.
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