Seizert Capital Partners, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
156
Total Value
2180754622
Accession Number
0001420506-25-000931
Form Type
13F-HR
CIK
0001134283
Manager Name
Seizert Capital Partners, LLC
Data Enrichment
99% identified
154 identified2 unidentified

Holdings

156 positions
Manager:
SEC
Search and click to pin securities to the top
Page 3 of 8
F5, INC.
FFIV|315616102
Shares:
47410(-27.8%)
Value:
$12.6B(-23.5%)
PRICE T ROWE GROUP INC
TROW|74144T108
Shares:
135691(+5.3%)
Value:
$12.5B(-14.5%)
APPLIED INDUSTRIAL TECHNOLOGIES INC
AIT|03820C105
Shares:
53696(-0.7%)
Value:
$12.1B(-6.5%)
Graham Holdings Co
GHC|384637104
Shares:
12293(-2.4%)
Value:
$11.8B(+7.6%)
MICROSOFT CORP
MSFT|594918104
Shares:
29885(-0.7%)
Value:
$11.2B(-11.5%)
MARKEL GROUP INC.
MKL|570535104
Shares:
5743(-20.6%)
Value:
$10.7B(-14.0%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
1992(-0.9%)
Value:
$9.2B(-8.2%)
Fox Corp
FOXA|35137L105
Shares:
160381(-28.1%)
Value:
$9.1B(-16.3%)
Apple Inc.
AAPL|037833100
Shares:
38599(-80.3%)
Value:
$8.6B(-82.6%)
AUTOZONE INC
AZO|053332102
Shares:
2240(-0.8%)
Value:
$8.5B(+18.2%)
Autodesk, Inc.
ADSK|052769106
Shares:
32587(-0.4%)
Value:
$8.5B(-11.7%)
EMCOR Group, Inc.
EME|29084Q100
Shares:
20858
Value:
$7.7B
SMITH A O CORP
AOS|831865209
Shares:
115628(+18.3%)
Value:
$7.6B(+13.4%)
CUMMINS INC
CMI|231021106
Shares:
23681(-0.8%)
Value:
$7.4B(-10.8%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
95886(-0.3%)
Value:
$7.0B(+0.3%)
BIOGEN INC.
BIIB|09062X103
Shares:
50457(+27.2%)
Value:
$6.9B(+13.8%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
24180(-30.5%)
Value:
$6.5B(-37.0%)
LENNAR CORP /NEW/
LEN-B|526057302
Shares:
57867(+22.6%)
Value:
$6.3B(+1.2%)
ZEBRA TECHNOLOGIES CORP
ZBRA|989207105
Shares:
21526(-0.4%)
Value:
$6.1B(-27.1%)
ACI WORLDWIDE, INC.
ACIW|004498101
Shares:
111170(-0.4%)
Value:
$6.1B(+4.9%)