M.D. Sass, LLC Diversified Active

Location: New York, NY

CIK: 0000922940 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 14, 2015

Total Value: $1.968B (100.0% shares, 0.0% debt)

Holdings (57)

SPY SPDR S&P 500 ETF TR 8.3%
Value $163M Shares 790,500 Est. Cost $184.69 Unrealized
NORTHSTAR RLTY FIN CORP 4.7%
Value $91.76M Shares 5,064,071 Est. Cost $17.67 Unrealized
WMB WILLIAMS COS INC DEL 4.6%
Value $89.9M Shares 1,777,009 Est. Cost $23.26 Unrealized +7.3%
AER AERCAP HOLDINGS NV 4.5%
Value $88.84M Shares 2,035,251 Est. Cost $39.30 Unrealized +5.6%
AAL AMERICAN AIRLS GROUP INC 4.4%
Value $86.16M Shares 1,632,485 Est. Cost $22.08 Unrealized +118.1%
ACTAVIS PLC 4.3%
Value $84.46M Shares 283,780 Est. Cost $200.32 Unrealized
MEDIA GEN INC NEW 4.1%
Value $81.53M Shares 4,944,206 Est. Cost $16.70 Unrealized
SHIRE PLC 4.1%
Value $80.96M Shares 338,344 Est. Cost $217.55 Unrealized
DAL DELTA AIR LINES INC DEL 4.0%
Value $78.45M Shares 1,744,996 Est. Cost $29.14 Unrealized +39.5%
ARMK ARAMARK 3.9%
Value $77.73M Shares 2,457,375 Est. Cost $20.07 Unrealized 0.0%
REALOGY HLDGS CORP 3.9%
Value $77.21M Shares 1,697,610 Est. Cost $42.50 Unrealized
DISCOVER FINL SVCS 3.5%
Value $68.93M Shares 1,223,315 Est. Cost $56.35 Unrealized
MCK MCKESSON CORP 3.4%
Value $67.19M Shares 297,033 Est. Cost $133.50 Unrealized +53.0%
LAMR LAMAR ADVERTISING CO NEW 3.3%
Value $65.46M Shares 1,104,447 Est. Cost $53.64 Unrealized
MU MICRON TECHNOLOGY INC 3.2%
Value $62.35M Shares 2,298,082 Est. Cost $29.05 Unrealized +0.4%
MYLAN N V 3.1%
Value $61.35M Shares 1,033,655 Est. Cost $59.35 Unrealized
PRU PRUDENTIAL FINL INC 3.1%
Value $60.98M Shares 759,366 Est. Cost $42.80 Unrealized +17.9%
GLPI GAMING & LEISURE PPTYS INC 2.8%
Value $54.85M Shares 1,487,717 Est. Cost $41.83 Unrealized
NXPI NXP SEMICONDUCTORS N V 2.3%
Value $46.19M Shares 460,286 Est. Cost $60.16 Unrealized +30.1%
EXP EAGLE MATERIALS INC 2.3%
Value $45.86M Shares 548,800 Est. Cost $79.53 Unrealized -7.2%
RL RALPH LAUREN CORP 2.3%
Value $44.31M Shares 336,965 Est. Cost $125.14 Unrealized -4.7%
CHICAGO BRIDGE & IRON CO N V 2.1%
Value $42.15M Shares 855,715 Est. Cost $68.39 Unrealized
MET METLIFE INC 2.1%
Value $42.09M Shares 832,725 Est. Cost $27.66 Unrealized +12.9%
THE ADT CORPORATION 2.1%
Value $41.05M Shares 988,673 Est. Cost $36.34 Unrealized
DLTR DOLLAR TREE INC 2.0%
Value $40.28M Shares 496,375 Est. Cost $63.28 Unrealized +20.0%
ARRIS GROUP INC NEW 1.9%
Value $36.71M Shares 1,270,565 Est. Cost $28.90 Unrealized
CFG CITIZENS FINL GROUP INC 1.8%
Value $36.06M Shares 1,494,348 Est. Cost $16.69 Unrealized +0.2%
NOBLE ENERGY INC 1.6%
Value $30.52M Shares 624,125 Est. Cost $68.36 Unrealized
SINCLAIR BROADCAST GROUP INC 0.4%
Value $7.129M Shares 226,948 Est. Cost $31.42 Unrealized
SIX FLAGS ENTMT CORP NEW 0.3%
Value $5.664M Shares 117,001 Est. Cost $44.81 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value $5.572M Shares 154,400 Est. Cost $28.24 Unrealized +0.3%
SNY SANOFI 0.3%
Value $5.557M Shares 112,400 Est. Cost $52.34 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value $5.339M Shares 54,400 Est. Cost $70.55 Unrealized 0.0%
AMC ENTMT HLDGS INC 0.3%
Value $5.215M Shares 146,937 Est. Cost $24.04 Unrealized
NXST NEXSTAR BROADCASTING GROUP I 0.3%
Value $5.213M Shares 91,103 Est. Cost $40.13 Unrealized 0.0%
AAPL APPLE INC 0.3%
Value $5.211M Shares 41,881 Est. Cost $22.59 Unrealized +18.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value $5.158M Shares 82,800 Est. Cost $55.95 Unrealized
CVS CVS HEALTH CORP 0.3%
Value $5.068M Shares 49,101 Est. Cost $54.77 Unrealized +35.6%
COF CAPITAL ONE FINL CORP 0.2%
Value $4.825M Shares 61,214 Est. Cost $50.32 Unrealized +28.2%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value $4.818M Shares 115,200 Est. Cost $29.38 Unrealized +10.7%
OUTFRONT MEDIA INC 0.2%
Value $4.524M Shares 151,217 Est. Cost $27.00 Unrealized
APOLLO GLOBAL MGMT LLC 0.2%
Value $4.514M Shares 208,986 Est. Cost $24.34 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $4.501M Shares 57,701 Est. Cost $58.10 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value $4.429M Shares 52,302 Est. Cost $76.53 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value $4.323M Shares 52,375 Est. Cost $50.50 Unrealized +7.1%
LAZARD LTD 0.2%
Value $4.28M Shares 81,400 Est. Cost $52.58 Unrealized
WSM WILLIAMS SONOMA INC 0.2%
Value $3.898M Shares 48,900 Est. Cost $26.82 Unrealized +14.5%
IP INTL PAPER CO 0.2%
Value $3.824M Shares 68,900 Est. Cost $29.53 Unrealized +10.9%
TER TERADYNE INC 0.2%
Value $3.698M Shares 196,175 Est. Cost $17.63 Unrealized +1.1%
TIME WARNER INC 0.2%
Value $3.664M Shares 43,400 Est. Cost $85.34 Unrealized
PFE PFIZER INC 0.2%
Value $3.611M Shares 103,800 Est. Cost $18.39 Unrealized +9.3%
EXTERRAN HLDGS INC 0.1%
Value $2.897M Shares 86,300 Est. Cost $44.31 Unrealized
RAYTHEON CO 0.1%
Value $2.821M Shares 25,820 Est. Cost $66.12 Unrealized
KLX INC 0.1%
Value $2.621M Shares 68,000 Est. Cost $38.54 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value $2.117M Shares 29,000 Est. Cost $66.18 Unrealized -15.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value $740K Shares 3,585 Est. Cost $184.69 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value $640K Shares 16,625 Est. Cost $41.78 Unrealized