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Portfolio (Quarterly) Guide ↗

SEIZERT CAPITAL PARTNERS, LLC

· CIK 0001134283
13F Portfolio $2.4B AUM 181 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 54 New 62 Added 50 Reduced 51 Exited
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 HCI HCI Group, Inc. Financial Services 1,452 $278K 0.01% SOLD
42 ADEA Adeia Inc. Technology 15,661 $270K 0.01% SOLD
43 KRT Karat Packaging Inc. Consumer Cyclical 11,755 $265K 0.01% SOLD
44 HDSN Hudson Technologes Inc Basic Materials 38,023 $260K 0.01% SOLD
45 IDT IDT Corp Communication Services 5,023 $257K 0.01% SOLD
46 NXST Nexstar Media Group Inc Communication Services 1,226 $249K 0.01% SOLD
47 ASGN Asgn Incorporated Technology 5,082 $245K 0.01% SOLD
48 LEGH Legacy Housing Corp. Consumer Cyclical 12,376 $242K 0.01% SOLD
49 HCKT Hackett Group Inc. Technology 11,732 $230K 0.01% SOLD
50 HLIT Harmonic Inc Technology 14,543 $144K 0.01% SOLD
51 WT WisdomTree, Inc. Financial Services 11,211 $137K 0.01% SOLD
Page 3 of 3  ·  51 positions
Sector Allocation
Technology 22.4%
Healthcare 18.8%
Consumer Cyclical 16.7%
Financial Services 14.9%
Industrials 14.6%
Communication Services 8.1%
Consumer Defensive 3.5%
Energy 0.4%
Basic Materials 0.4%
Utilities 0.0%