SEIZERT CAPITAL PARTNERS, LLC DCI — DONALDSON INC

Ownership history in SEIZERT CAPITAL PARTNERS, LLC  ·  5 quarters on record

AI Ownership Summary

SEIZERT CAPITAL PARTNERS, LLC reported DONALDSON INC (DCI) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.5% in 2025 Q4. The latest visible filing shows DCI at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEIZERT CAPITAL PARTNERS, LLC's position in DONALDSON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DCI was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DCI stock page SEIZERT CAPITAL PARTNERS, LLC fund profile SEIZERT CAPITAL PARTNERS, LLC full holdings
How SEIZERT CAPITAL PARTNERS, LLC held DCI — position size vs. price
% of Fund (quarterly)    DCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 122,691 -11,057 -8.3% 0.48% $10.4M 2026-05-07 $85.91
2025 Q4 REDUCED — — — 133,748 -3,926 -2.9% 0.50% $11.9M 2026-02-02 $100.90
2025 Q3 ADDED — — — 137,674 +1,653 +1.2% 0.49% $11.3M 2025-10-29 $83.09
2025 Q2 ADDED — — — 136,021 +77,671 +133.1% 0.41% $9.4M 2025-08-11 $71.66
2025 Q1 INITIATED — — — 58,350 — — 0.18% $3.9M 2025-05-08 $66.66

🏢 Other funds also holding DCI

As of 2026 Q1 — sorted by position size

MCDANIEL TERRY & CO 3Y 7Y 3.99% DUDLEY & SHANLEY, INC. 3Y 7Y 3.75% CAPITAL COUNSEL LLC/NY 3Y 7Y 3.44% Birchwood Financial Partners, Inc. 3.25% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.63% SG Capital Management LLC 3Y 7Y 1.65% TrinityBridge Ltd 3Y 7Y 1.61% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.5% Boston Trust Walden Corp 3Y 7Y 1.33% Ballast Asset Management, LP 1.33%

FAQ About SEIZERT CAPITAL PARTNERS, LLC and DCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEIZERT CAPITAL PARTNERS, LLC reported owning DCI?

SEIZERT CAPITAL PARTNERS, LLC reported DCI across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DCI position in SEIZERT CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for DCI was 0.50% in 2025 Q4.

What is the latest reported DCI position on this page?

The most recent filing on this page is 2026 Q1, when SEIZERT CAPITAL PARTNERS, LLC reported 122,691 shares, equal to 0.48% of portfolio, with an estimated market value of $10.4M.

What does the chart on this DCI ownership page compare?

The chart compares SEIZERT CAPITAL PARTNERS, LLC's quarterly DCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SEIZERT CAPITAL PARTNERS, LLC time their DCI position?

Based on 13F filing dates vs. subsequent DCI price moves, SEIZERT CAPITAL PARTNERS, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on DCI relative to SPY over the holding period was -1.6%.

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