M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $1,828,281 (100.0% shares, 0.0% debt)

Holdings (58)

SPY SPDR S&P 500 ETF TR 8.1%
Value ($000) $147,401 Shares 723,000 Est. Cost $184.69 Unrealized
SHIRE PLC 4.5%
Value ($000) $81,477 Shares 397,443 Est. Cost $214.54 Unrealized
MCK MCKESSON CORP 4.2%
Value ($000) $77,505 Shares 392,969 Est. Cost $148.35 Unrealized +17.6%
AER AERCAP HOLDINGS NV 4.1%
Value ($000) $75,179 Shares 1,741,814 Est. Cost $39.57 Unrealized +4.2%
ALLERGAN PLC 4.1%
Value ($000) $74,359 Shares 237,928 Est. Cost $303.44 Unrealized
ARRIS GROUP INC NEW 4.1%
Value ($000) $74,115 Shares 2,424,454 Est. Cost $28.70 Unrealized
BERRY PLASTICS GROUP INC 4.0%
Value ($000) $73,481 Shares 2,030,994 Est. Cost $30.07 Unrealized
DISCOVER FINL SVCS 3.7%
Value ($000) $68,477 Shares 1,277,112 Est. Cost $56.48 Unrealized
AAL AMERICAN AIRLS GROUP INC 3.7%
Value ($000) $68,413 Shares 1,615,404 Est. Cost $24.63 Unrealized +68.0%
MYLAN N V 3.7%
Value ($000) $67,073 Shares 1,240,415 Est. Cost $48.43 Unrealized
PRU PRUDENTIAL FINL INC 3.5%
Value ($000) $64,815 Shares 796,119 Est. Cost $43.19 Unrealized +21.8%
TIME WARNER INC 3.5%
Value ($000) $64,362 Shares 995,235 Est. Cost $65.66 Unrealized
DAL DELTA AIR LINES INC DEL 3.5%
Value ($000) $63,183 Shares 1,246,486 Est. Cost $29.25 Unrealized +49.3%
REALOGY HLDGS CORP 3.4%
Value ($000) $62,333 Shares 1,699,857 Est. Cost $42.34 Unrealized
ARMK ARAMARK 3.4%
Value ($000) $61,909 Shares 1,919,820 Est. Cost $20.06 Unrealized +0.6%
DLTR DOLLAR TREE INC 3.3%
Value ($000) $60,524 Shares 783,794 Est. Cost $68.39 Unrealized +2.3%
GLPI GAMING & LEISURE PPTYS INC 3.3%
Value ($000) $60,166 Shares 2,164,284 Est. Cost $37.29 Unrealized
VISN COMMSCOPE HLDG CO INC 3.2%
Value ($000) $58,904 Shares 2,275,290 Est. Cost $30.24 Unrealized -4.8%
EXP EAGLE MATERIALS INC 2.9%
Value ($000) $53,891 Shares 891,683 Est. Cost $79.04 Unrealized -19.7%
WESTROCK CO 2.8%
Value ($000) $51,064 Shares 1,119,467 Est. Cost $51.44 Unrealized
MET METLIFE INC 2.7%
Value ($000) $49,740 Shares 1,031,663 Est. Cost $28.30 Unrealized +10.2%
WHR WHIRLPOOL CORP 2.6%
Value ($000) $47,808 Shares 325,474 Est. Cost $185.99 Unrealized -16.6%
HD SUPPLY HLDGS INC 2.5%
Value ($000) $45,034 Shares 1,499,435 Est. Cost $35.18 Unrealized
BAXALTA INC 2.3%
Value ($000) $42,861 Shares 1,098,203 Est. Cost $38.23 Unrealized
NORTHSTAR RLTY FIN CORP 2.1%
Value ($000) $39,111 Shares 2,296,572 Est. Cost $17.03 Unrealized
SGI TEMPUR SEALY INTL INC 2.0%
Value ($000) $35,819 Shares 508,295 Est. Cost $18.36 Unrealized +3.6%
LEN LENNAR CORP 1.5%
Value ($000) $27,796 Shares 568,385 Est. Cost $44.60 Unrealized -2.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value ($000) $6,433 Shares 98,022 Est. Cost $57.08 Unrealized
SIX FLAGS ENTMT CORP NEW 0.3%
Value ($000) $6,354 Shares 115,652 Est. Cost $44.96 Unrealized
OPLN KAR AUCTION SVCS INC 0.3%
Value ($000) $6,020 Shares 162,610 Est. Cost $14.19 Unrealized -0.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $5,995 Shares 61,307 Est. Cost $58.95 Unrealized +23.2%
PFE PFIZER INC 0.3%
Value ($000) $5,770 Shares 178,777 Est. Cost $19.27 Unrealized +5.8%
THE ADT CORPORATION 0.3%
Value ($000) $5,685 Shares 172,385 Est. Cost $36.34 Unrealized
APOLLO GLOBAL MGMT LLC 0.3%
Value ($000) $5,684 Shares 374,500 Est. Cost $22.69 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $5,486 Shares 54,208 Est. Cost $70.55 Unrealized +3.3%
LAMR LAMAR ADVERTISING CO NEW 0.3%
Value ($000) $5,281 Shares 88,035 Est. Cost $53.64 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $5,068 Shares 70,225 Est. Cost $52.87 Unrealized +20.7%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $4,890 Shares 57,411 Est. Cost $77.29 Unrealized
AMC ENTMT HLDGS INC 0.3%
Value ($000) $4,875 Shares 203,143 Est. Cost $24.20 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.3%
Value ($000) $4,686 Shares 54,199 Est. Cost $50.60 Unrealized +9.8%
SNY SANOFI 0.3%
Value ($000) $4,679 Shares 109,700 Est. Cost $52.34 Unrealized
RL RALPH LAUREN CORP 0.2%
Value ($000) $4,505 Shares 40,403 Est. Cost $125.14 Unrealized -22.8%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $4,350 Shares 166,107 Est. Cost $17.55 Unrealized -1.0%
MDT MEDTRONIC PLC 0.2%
Value ($000) $4,331 Shares 56,310 Est. Cost $58.10 Unrealized +0.8%
TER TERADYNE INC 0.2%
Value ($000) $4,118 Shares 199,257 Est. Cost $17.56 Unrealized +6.4%
IP INTL PAPER CO 0.2%
Value ($000) $4,057 Shares 107,641 Est. Cost $30.24 Unrealized -17.7%
OUTFRONT MEDIA INC 0.2%
Value ($000) $3,890 Shares 178,195 Est. Cost $25.68 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $3,847 Shares 88,516 Est. Cost $29.38 Unrealized +25.5%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $3,735 Shares 83,318 Est. Cost $28.24 Unrealized +25.6%
LAZARD LTD 0.2%
Value ($000) $3,604 Shares 80,017 Est. Cost $52.58 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $3,477 Shares 51,416 Est. Cost $62.12 Unrealized -14.0%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $3,463 Shares 59,311 Est. Cost $27.67 Unrealized -3.0%
RAYTHEON CO 0.2%
Value ($000) $3,215 Shares 25,820 Est. Cost $66.12 Unrealized
HOG HARLEY DAVIDSON INC 0.2%
Value ($000) $3,060 Shares 67,410 Est. Cost $56.42 Unrealized -12.7%
EQT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $3,034 Shares 40,200 Est. Cost $75.47 Unrealized
NORTHSTAR REALTY EUROPE CORP 0.0%
Value ($000) $736 Shares 62,278 Est. Cost $11.82 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $639 Shares 3,135 Est. Cost $184.69 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $514 Shares 13,625 Est. Cost $41.78 Unrealized