M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 13, 2015

Total Value ($000): $1,814,071 (100.0% shares, 0.0% debt)

Holdings (64)

SPY SPDR S&P 500 ETF TR 8.8%
Value ($000) $159,052 Shares 830,000 Est. Cost $184.69 Unrealized
BERRY PLASTICS GROUP INC 4.3%
Value ($000) $78,185 Shares 2,600,069 Est. Cost $30.07 Unrealized
AER AERCAP HOLDINGS NV 4.2%
Value ($000) $76,755 Shares 2,007,304 Est. Cost $39.57 Unrealized +10.0%
MCK MCKESSON CORP 4.0%
Value ($000) $71,907 Shares 388,589 Est. Cost $148.06 Unrealized +32.1%
WHR WHIRLPOOL CORP 3.9%
Value ($000) $71,606 Shares 486,242 Est. Cost $185.99 Unrealized -9.0%
DISCOVER FINL SVCS 3.9%
Value ($000) $71,289 Shares 1,371,307 Est. Cost $56.48 Unrealized
AAL AMERICAN AIRLS GROUP INC 3.9%
Value ($000) $71,039 Shares 1,829,599 Est. Cost $24.63 Unrealized +58.9%
ALLERGAN PLC 3.8%
Value ($000) $69,575 Shares 255,974 Est. Cost $303.44 Unrealized
ARMK ARAMARK 3.8%
Value ($000) $68,798 Shares 2,321,139 Est. Cost $20.06 Unrealized +0.3%
SHIRE PLC 3.7%
Value ($000) $67,385 Shares 328,333 Est. Cost $216.55 Unrealized
MYLAN N V 3.6%
Value ($000) $65,893 Shares 1,636,790 Est. Cost $48.43 Unrealized
NORTHSTAR RLTY FIN CORP 3.4%
Value ($000) $62,431 Shares 5,055,105 Est. Cost $17.64 Unrealized
VISN COMMSCOPE HLDG CO INC 3.4%
Value ($000) $61,576 Shares 2,050,365 Est. Cost $30.40 Unrealized +2.0%
EXP EAGLE MATERIALS INC 3.4%
Value ($000) $61,120 Shares 893,233 Est. Cost $79.04 Unrealized -6.1%
DAL DELTA AIR LINES INC DEL 3.4%
Value ($000) $60,834 Shares 1,355,681 Est. Cost $29.25 Unrealized +35.2%
REALOGY HLDGS CORP 3.3%
Value ($000) $60,276 Shares 1,601,832 Est. Cost $42.69 Unrealized
PRU PRUDENTIAL FINL INC 3.3%
Value ($000) $60,155 Shares 789,336 Est. Cost $43.19 Unrealized +22.7%
WESTROCK CO 3.2%
Value ($000) $57,179 Shares 1,111,459 Est. Cost $51.44 Unrealized
DLTR DOLLAR TREE INC 2.9%
Value ($000) $51,864 Shares 777,994 Est. Cost $68.39 Unrealized +9.8%
ARRIS GROUP INC NEW 2.6%
Value ($000) $46,872 Shares 1,804,829 Est. Cost $28.06 Unrealized
GLPI GAMING & LEISURE PPTYS INC 2.4%
Value ($000) $43,486 Shares 1,464,363 Est. Cost $41.83 Unrealized
HD SUPPLY HLDGS INC 2.3%
Value ($000) $42,554 Shares 1,486,885 Est. Cost $35.18 Unrealized
MET METLIFE INC 2.2%
Value ($000) $39,779 Shares 843,556 Est. Cost $27.66 Unrealized +19.0%
SGI TEMPUR SEALY INTL INC 2.0%
Value ($000) $36,049 Shares 504,620 Est. Cost $18.36 Unrealized 0.0%
PWR QUANTA SVCS INC 1.9%
Value ($000) $33,860 Shares 1,398,570 Est. Cost $24.98 Unrealized 0.0%
LEN LENNAR CORP 1.5%
Value ($000) $26,955 Shares 559,910 Est. Cost $44.62 Unrealized 0.0%
NOBLE ENERGY INC 1.1%
Value ($000) $19,597 Shares 649,168 Est. Cost $67.59 Unrealized
MEDIA GEN INC NEW 0.9%
Value ($000) $16,542 Shares 1,182,604 Est. Cost $16.70 Unrealized
APOLLO GLOBAL MGMT LLC 0.8%
Value ($000) $14,565 Shares 847,818 Est. Cost $22.69 Unrealized
KLX INC 0.4%
Value ($000) $7,592 Shares 212,424 Est. Cost $42.17 Unrealized
SIX FLAGS ENTMT CORP NEW 0.3%
Value ($000) $6,282 Shares 137,235 Est. Cost $44.96 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $5,323 Shares 54,205 Est. Cost $70.55 Unrealized +9.9%
SNY SANOFI 0.3%
Value ($000) $5,206 Shares 109,700 Est. Cost $52.34 Unrealized
THE ADT CORPORATION 0.3%
Value ($000) $5,155 Shares 172,372 Est. Cost $36.34 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $5,092 Shares 70,221 Est. Cost $52.87 Unrealized +25.9%
SINCLAIR BROADCAST GROUP INC 0.3%
Value ($000) $5,022 Shares 198,308 Est. Cost $31.42 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $4,998 Shares 88,516 Est. Cost $56.16 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $4,939 Shares 51,205 Est. Cost $56.26 Unrealized +38.3%
OPLN KAR AUCTION SVCS INC 0.3%
Value ($000) $4,812 Shares 135,500 Est. Cost $14.19 Unrealized 0.0%
RL RALPH LAUREN CORP 0.3%
Value ($000) $4,774 Shares 40,401 Est. Cost $125.14 Unrealized -23.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $4,770 Shares 57,408 Est. Cost $77.29 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $4,685 Shares 42,486 Est. Cost $22.68 Unrealized +15.9%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $4,670 Shares 111,513 Est. Cost $28.24 Unrealized +20.5%
LAMR LAMAR ADVERTISING CO NEW 0.3%
Value ($000) $4,593 Shares 88,006 Est. Cost $53.64 Unrealized
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $4,528 Shares 59,307 Est. Cost $27.67 Unrealized +14.9%
TER TERADYNE INC 0.2%
Value ($000) $4,488 Shares 249,249 Est. Cost $17.56 Unrealized -1.8%
PFE PFIZER INC 0.2%
Value ($000) $4,305 Shares 137,063 Est. Cost $18.93 Unrealized +8.8%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $4,274 Shares 54,191 Est. Cost $50.60 Unrealized +4.1%
AMC ENTMT HLDGS INC 0.2%
Value ($000) $4,123 Shares 163,727 Est. Cost $24.25 Unrealized
IP INTL PAPER CO 0.2%
Value ($000) $4,067 Shares 107,625 Est. Cost $30.24 Unrealized -10.2%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $4,053 Shares 88,511 Est. Cost $29.38 Unrealized +25.9%
TIME WARNER INC 0.2%
Value ($000) $3,982 Shares 57,910 Est. Cost $81.61 Unrealized
BAXALTA INC 0.2%
Value ($000) $3,891 Shares 123,500 Est. Cost $31.94 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $3,836 Shares 160,800 Est. Cost $17.55 Unrealized 0.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $3,775 Shares 56,407 Est. Cost $58.10 Unrealized -1.9%
OUTFRONT MEDIA INC 0.2%
Value ($000) $3,705 Shares 178,161 Est. Cost $25.68 Unrealized
HOG HARLEY DAVIDSON INC 0.2%
Value ($000) $3,699 Shares 67,405 Est. Cost $56.42 Unrealized 0.0%
LAZARD LTD 0.2%
Value ($000) $3,465 Shares 80,011 Est. Cost $52.58 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $3,401 Shares 51,409 Est. Cost $62.12 Unrealized -17.4%
NXST NEXSTAR BROADCASTING GROUP I 0.2%
Value ($000) $3,324 Shares 70,209 Est. Cost $40.13 Unrealized -3.8%
RAYTHEON CO 0.2%
Value ($000) $2,821 Shares 25,820 Est. Cost $66.12 Unrealized
ABENGOA YIELD PLC 0.1%
Value ($000) $2,039 Shares 123,231 Est. Cost $16.55 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $687 Shares 3,585 Est. Cost $184.69 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $517 Shares 13,625 Est. Cost $41.78 Unrealized