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Portfolio (Quarterly) Guide ↗

SEIZERT CAPITAL PARTNERS, LLC

· CIK 0001134283
13F Portfolio $2.4B AUM 178 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 19 New 63 Added 49 Reduced 11 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MD Pediatrix Medical Group Inc Healthcare 16,234.0 $347K 0.01% +5K +41.7% $21.39 +0.8%
62 HSTM HealthStream Inc. Healthcare 13,776.0 $318K 0.01% +426.0 +3.2% $23.07 +5.6%
63 NXST Nexstar Media Group Inc Communication Services 1,226.0 $249K 0.01% +114.0 +10.2% $203.05 -7.4%
Page 4 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.4%
Healthcare 19.5%
Financial Services 18.6%
Industrials 12.0%
Consumer Cyclical 11.6%
Communication Services 8.9%
Consumer Defensive 6.3%
Basic Materials 0.3%
Utilities 0.2%
Energy 0.1%