Seizert Capital Partners' Significant Investment Activity in Q2 2026
Seizert Capital Partners, Llc reported notable changes in its portfolio holdings during the second quarter of 2026, including substantial increases and decreases across various sectors.
As of June 30th, 2026, Seizert Capital Partners, Llc has released data detailing significant shifts within their investment strategy for this quarter. The firm's portfolio saw notable buying activity in several large-cap stocks while simultaneously exiting positions in others.
The most prominent purchase during Q2 was Berkshire Hathaway Inc (BRK-B), which experienced a substantial increase of 20.74% in its share count, driven by an addition of 21,728 shares. This significant stakeholding change highlights the firm's confidence in this long-term investment powerhouse.
Zoom Communications Inc (ZM) also attracted considerable attention with a nearly doubling of its portfolio allocation to 2.38%, achieved through a share increase of approximately 15.34%. Similarly, Frontdoor Inc (FTDR) saw its position grow significantly by over 60% in terms of shares held.
Conversely, Seizert Capital Partners divested nearly all of their stake in SiriusXM Holdings Inc (SIRI), reducing the holding to just a nominal 0.01% allocation after selling off almost every share previously owned (-99.45%). This exit underscores a strategic shift away from that particular consumer discretionary stock.
Other noteworthy buying activities include Neurocrine Biosciences Inc (NBIX), where the firm increased its position by 216.38%, and Pulte Group Inc (PHM) with a nearly 50% increase in shares held, boosting its allocation to 0.73%. GIC also saw a significant addition of over 900%.
For the full list of holdings changes observed by Seizert Capital Partners during Q2 2026, please refer to their latest filing data available on InsiderSet. The firm's focus appears to be shifting towards certain technology and industrials plays while exiting legacy media stocks.