SEIZERT CAPITAL PARTNERS, LLC AVAH — AVEANNA HEALTHCARE HLDGS INC

Ownership history in SEIZERT CAPITAL PARTNERS, LLC  ·  7 quarters on record

AI Ownership Summary

SEIZERT CAPITAL PARTNERS, LLC reported AVEANNA HEALTHCARE HLDGS INC (AVAH) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows AVAH at 0.02% 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 AVAH 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 AVEANNA HEALTHCARE HLDGS 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 Q2

AVAH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

AVAH stock page SEIZERT CAPITAL PARTNERS, LLC fund profile SEIZERT CAPITAL PARTNERS, LLC full holdings
How SEIZERT CAPITAL PARTNERS, LLC held AVAH — position size vs. price
% of Fund (quarterly)    AVAH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 57,538 +13,697 +31.2% 0.02% $493K 2026-08-05 $9.33
2026 Q1 ADDED — — — 43,841 +10,692 +32.3% 0.01% $282K 2026-05-07 $6.94
2025 Q4 REDUCED 34.5% -21.2% ✅ 33,149 -17,493 -34.5% 0.01% $271K 2026-02-02 $8.33
2025 Q3 UNCHANGED — — — 50,642 — 0% 0.02% $449K 2025-10-29 $9.86
2025 Q2 ADDED — — — 50,642 +14,233 +39.1% 0.01% $265K 2025-08-11 $6.83
2025 Q1 UNCHANGED — — — 36,409 — 0% 0.01% $197K 2025-05-08 $5.50
2024 Q4 INITIATED — — — 36,409 — — 0.01% $166K 2025-02-06 $4.84

🏢 Other funds also holding AVAH

As of 2026 Q2 — sorted by position size

J.H. Whitney Equity Partners VII, LLC 3Y 100.0% Nut Tree Capital Management, LP 3Y 7Y 26.43% BAIN CAPITAL INVESTORS LLC 3Y 7Y 14.52% Ophir Asset Management Pty Ltd 3Y 3.59% LITTLEJOHN & CO LLC 3Y 2.35% PharVision Advisers, LLC 2.28% BRAIDWELL LP 3Y 0.97% Parkman Healthcare Partners LLC 3Y 0.63% Jackson Creek Investment Advisors LLC 3Y 0.62% Sio Capital Management, LLC 3Y 7Y 0.52%

FAQ About SEIZERT CAPITAL PARTNERS, LLC and AVAH

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 AVAH?

SEIZERT CAPITAL PARTNERS, LLC reported AVAH across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for AVAH was 0.02% in 2026 Q2.

What is the latest reported AVAH position on this page?

The most recent filing on this page is 2026 Q2, when SEIZERT CAPITAL PARTNERS, LLC reported 57,538 shares, equal to 0.02% of portfolio, with an estimated market value of $493K.

What does the chart on this AVAH ownership page compare?

The chart compares SEIZERT CAPITAL PARTNERS, LLC's quarterly AVAH 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 AVAH position?

Based on 13F filing dates vs. subsequent AVAH price moves, SEIZERT CAPITAL PARTNERS, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on AVAH relative to SPY over the holding period was +30.8%.

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