M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 13, 2015

Total Value ($000): $2,008,557 (100.0% shares, 0.0% debt)

Holdings (61)

SPY SPDR S&P 500 ETF TR 11.7%
Value ($000) $234,527 Shares 1,139,300 Est. Cost $184.69 Unrealized
ALLERGAN PLC 4.4%
Value ($000) $88,125 Shares 290,418 Est. Cost $303.44 Unrealized
AER AERCAP HOLDINGS NV 4.3%
Value ($000) $86,221 Shares 1,883,074 Est. Cost $39.30 Unrealized +18.7%
REALOGY HLDGS CORP 4.1%
Value ($000) $82,959 Shares 1,775,607 Est. Cost $42.69 Unrealized
NORTHSTAR RLTY FIN CORP 4.1%
Value ($000) $82,137 Shares 5,165,975 Est. Cost $17.64 Unrealized
DISCOVER FINL SVCS 3.9%
Value ($000) $78,798 Shares 1,367,436 Est. Cost $56.48 Unrealized
ARMK ARAMARK 3.9%
Value ($000) $78,060 Shares 2,520,468 Est. Cost $20.06 Unrealized -1.1%
EXP EAGLE MATERIALS INC 3.8%
Value ($000) $76,675 Shares 1,004,513 Est. Cost $79.04 Unrealized -0.7%
MEDIA GEN INC NEW 3.8%
Value ($000) $76,440 Shares 4,627,230 Est. Cost $16.70 Unrealized
WHR WHIRLPOOL CORP 3.8%
Value ($000) $75,802 Shares 438,051 Est. Cost $187.83 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 3.7%
Value ($000) $74,055 Shares 1,854,364 Est. Cost $24.63 Unrealized +76.0%
SHIRE PLC 3.6%
Value ($000) $72,873 Shares 301,769 Est. Cost $217.55 Unrealized
DAL DELTA AIR LINES INC DEL 3.6%
Value ($000) $72,607 Shares 1,767,537 Est. Cost $29.25 Unrealized +31.2%
VISN COMMSCOPE HLDG CO INC 3.6%
Value ($000) $72,475 Shares 2,375,550 Est. Cost $30.40 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 3.4%
Value ($000) $69,037 Shares 788,790 Est. Cost $43.19 Unrealized +23.3%
MCK MCKESSON CORP 3.3%
Value ($000) $66,864 Shares 297,452 Est. Cost $133.50 Unrealized +59.6%
GLPI GAMING & LEISURE PPTYS INC 2.7%
Value ($000) $54,959 Shares 1,499,282 Est. Cost $41.83 Unrealized
DLTR DOLLAR TREE INC 2.6%
Value ($000) $52,083 Shares 659,259 Est. Cost $67.18 Unrealized +17.7%
HD SUPPLY HLDGS INC 2.6%
Value ($000) $51,965 Shares 1,477,085 Est. Cost $35.18 Unrealized
MYLAN N V 2.4%
Value ($000) $47,564 Shares 700,835 Est. Cost $59.35 Unrealized
MET METLIFE INC 2.3%
Value ($000) $47,033 Shares 840,014 Est. Cost $27.66 Unrealized +19.8%
ROCK-TENN CO 2.1%
Value ($000) $43,122 Shares 716,218 Est. Cost $60.21 Unrealized
MU MICRON TECHNOLOGY INC 2.0%
Value ($000) $39,753 Shares 2,110,024 Est. Cost $29.05 Unrealized -10.5%
ARRIS GROUP INC NEW 2.0%
Value ($000) $39,289 Shares 1,284,049 Est. Cost $28.91 Unrealized
BAXALTA INC 1.4%
Value ($000) $27,850 Shares 871,911 Est. Cost $31.94 Unrealized
NOBLE ENERGY INC 1.4%
Value ($000) $27,467 Shares 643,388 Est. Cost $67.59 Unrealized
MEADWESTVACO CORP 1.2%
Value ($000) $23,637 Shares 500,964 Est. Cost $47.18 Unrealized
APOLLO GLOBAL MGMT LLC 0.9%
Value ($000) $18,777 Shares 847,738 Est. Cost $22.69 Unrealized
KLX INC 0.5%
Value ($000) $9,179 Shares 208,000 Est. Cost $42.30 Unrealized
WMB WILLIAMS COS INC DEL 0.3%
Value ($000) $6,659 Shares 116,028 Est. Cost $23.26 Unrealized +20.7%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $6,369 Shares 54,402 Est. Cost $70.55 Unrealized +7.7%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $6,300 Shares 153,106 Est. Cost $28.24 Unrealized +9.3%
THE ADT CORPORATION 0.3%
Value ($000) $5,784 Shares 172,358 Est. Cost $36.34 Unrealized
SNY SANOFI 0.3%
Value ($000) $5,566 Shares 112,400 Est. Cost $52.34 Unrealized
SINCLAIR BROADCAST GROUP INC 0.3%
Value ($000) $5,534 Shares 198,293 Est. Cost $31.42 Unrealized
RL RALPH LAUREN CORP 0.3%
Value ($000) $5,466 Shares 41,301 Est. Cost $125.14 Unrealized -12.7%
AAPL APPLE INC 0.3%
Value ($000) $5,342 Shares 42,584 Est. Cost $22.68 Unrealized +25.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $5,248 Shares 88,811 Est. Cost $56.16 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $5,210 Shares 59,218 Est. Cost $50.32 Unrealized +37.6%
SIX FLAGS ENTMT CORP NEW 0.3%
Value ($000) $5,185 Shares 115,618 Est. Cost $44.81 Unrealized
IP INTL PAPER CO 0.3%
Value ($000) $5,145 Shares 108,112 Est. Cost $30.24 Unrealized +4.2%
LAMR LAMAR ADVERTISING CO NEW 0.3%
Value ($000) $5,068 Shares 88,193 Est. Cost $53.64 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $5,024 Shares 47,903 Est. Cost $54.77 Unrealized +37.4%
LAZARD LTD 0.2%
Value ($000) $4,517 Shares 80,307 Est. Cost $52.58 Unrealized
NXST NEXSTAR BROADCASTING GROUP I 0.2%
Value ($000) $4,424 Shares 79,006 Est. Cost $40.13 Unrealized +8.4%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $4,351 Shares 54,184 Est. Cost $50.60 Unrealized +5.7%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $4,282 Shares 50,705 Est. Cost $76.53 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $4,179 Shares 56,403 Est. Cost $58.10 Unrealized +1.2%
AMC ENTMT HLDGS INC 0.2%
Value ($000) $4,085 Shares 133,112 Est. Cost $24.04 Unrealized
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $4,081 Shares 49,605 Est. Cost $26.87 Unrealized +13.2%
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $3,998 Shares 51,403 Est. Cost $62.12 Unrealized -8.5%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $3,941 Shares 94,806 Est. Cost $29.38 Unrealized +13.3%
TIME WARNER INC 0.2%
Value ($000) $3,908 Shares 44,706 Est. Cost $85.40 Unrealized
TER TERADYNE INC 0.2%
Value ($000) $3,843 Shares 199,240 Est. Cost $17.64 Unrealized +5.6%
PFE PFIZER INC 0.2%
Value ($000) $3,546 Shares 105,762 Est. Cost $18.44 Unrealized +12.7%
OUTFRONT MEDIA INC 0.2%
Value ($000) $3,540 Shares 140,237 Est. Cost $27.00 Unrealized
EXTERRAN HLDGS INC 0.1%
Value ($000) $2,943 Shares 90,107 Est. Cost $43.82 Unrealized
RAYTHEON CO 0.1%
Value ($000) $2,470 Shares 25,820 Est. Cost $66.12 Unrealized
GOGO GOGO INC 0.0%
Value ($000) $857 Shares 40,000 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $738 Shares 3,585 Est. Cost $184.69 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $621 Shares 13,625 Est. Cost $41.78 Unrealized