M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $1,866,175 (100.0% shares, 0.0% debt)

Holdings (53)

SPY SPDR S&P 500 ETF TR 5.7%
Value ($000) $105,659 Shares 514,000 Est. Cost $184.69 Unrealized
SHIRE PLC 4.8%
Value ($000) $88,997 Shares 517,707 Est. Cost $204.64 Unrealized
BERRY PLASTICS GROUP INC 4.7%
Value ($000) $87,593 Shares 2,423,069 Est. Cost $31.05 Unrealized
GLPI GAMING & LEISURE PPTYS INC 4.6%
Value ($000) $86,629 Shares 2,801,783 Est. Cost $35.84 Unrealized
OPLN KAR AUCTION SVCS INC 4.3%
Value ($000) $79,768 Shares 2,091,373 Est. Cost $13.32 Unrealized -0.5%
AER AERCAP HOLDINGS NV 4.2%
Value ($000) $77,657 Shares 2,003,599 Est. Cost $38.83 Unrealized -12.7%
DISCOVER FINL SVCS 4.0%
Value ($000) $75,481 Shares 1,482,366 Est. Cost $55.71 Unrealized
VISN COMMSCOPE HLDG CO INC 3.9%
Value ($000) $73,099 Shares 2,618,010 Est. Cost $29.46 Unrealized -17.6%
MYLAN N V 3.9%
Value ($000) $72,344 Shares 1,560,875 Est. Cost $48.00 Unrealized
ALLERGAN PLC 3.8%
Value ($000) $71,407 Shares 266,408 Est. Cost $299.66 Unrealized
ARMK ARAMARK 3.8%
Value ($000) $71,162 Shares 2,148,452 Est. Cost $20.09 Unrealized +1.1%
MCK MCKESSON CORP 3.8%
Value ($000) $70,435 Shares 447,926 Est. Cost $148.50 Unrealized +0.7%
DAL DELTA AIR LINES INC DEL 3.8%
Value ($000) $70,283 Shares 1,443,727 Est. Cost $30.91 Unrealized +33.8%
DLTR DOLLAR TREE INC 3.7%
Value ($000) $68,135 Shares 826,209 Est. Cost $68.92 Unrealized +14.4%
ARRIS INTL INC 3.5%
Value ($000) $66,064 Shares 2,882,524 Est. Cost $22.92 Unrealized
DG DOLLAR GEN CORP NEW 3.4%
Value ($000) $63,760 Shares 744,865 Est. Cost $66.64 Unrealized 0.0%
CB CHUBB LIMITED 3.4%
Value ($000) $63,316 Shares 531,353 Est. Cost $96.06 Unrealized 0.0%
REALOGY HLDGS CORP 3.4%
Value ($000) $62,536 Shares 1,731,792 Est. Cost $42.23 Unrealized
WHR WHIRLPOOL CORP 3.0%
Value ($000) $56,088 Shares 311,037 Est. Cost $185.99 Unrealized -19.9%
HD SUPPLY HLDGS INC 2.8%
Value ($000) $53,133 Shares 1,606,805 Est. Cost $35.04 Unrealized
MET METLIFE INC 2.8%
Value ($000) $52,934 Shares 1,204,745 Est. Cost $28.08 Unrealized -4.8%
CVS CVS HEALTH CORP 2.6%
Value ($000) $47,939 Shares 462,182 Est. Cost $70.62 Unrealized +2.5%
SGI TEMPUR SEALY INTL INC 2.4%
Value ($000) $43,898 Shares 722,184 Est. Cost $17.31 Unrealized -14.4%
CFG CITIZENS FINL GROUP INC 2.2%
Value ($000) $41,580 Shares 1,984,672 Est. Cost $14.93 Unrealized -1.6%
EXP EAGLE MATERIALS INC 2.1%
Value ($000) $38,645 Shares 551,209 Est. Cost $79.04 Unrealized -29.7%
LEN LENNAR CORP 1.7%
Value ($000) $32,380 Shares 669,550 Est. Cost $43.50 Unrealized -14.2%
PRU PRUDENTIAL FINL INC 1.5%
Value ($000) $28,223 Shares 390,743 Est. Cost $43.19 Unrealized +3.7%
TIME WARNER INC 0.6%
Value ($000) $11,031 Shares 152,055 Est. Cost $65.66 Unrealized
APOLLO GLOBAL MGMT LLC 0.3%
Value ($000) $6,455 Shares 377,100 Est. Cost $22.69 Unrealized
SIX FLAGS ENTMT CORP NEW 0.3%
Value ($000) $6,361 Shares 114,600 Est. Cost $44.96 Unrealized
NRG NRG ENERGY INC 0.3%
Value ($000) $5,801 Shares 445,900 Est. Cost $9.31 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $5,742 Shares 193,700 Est. Cost $19.22 Unrealized -2.8%
TER TERADYNE INC 0.3%
Value ($000) $5,334 Shares 247,075 Est. Cost $17.73 Unrealized +3.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $5,212 Shares 97,400 Est. Cost $57.08 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $4,933 Shares 53,700 Est. Cost $70.55 Unrealized -10.0%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $4,859 Shares 70,100 Est. Cost $52.87 Unrealized +4.7%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $4,826 Shares 57,300 Est. Cost $77.29 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.3%
Value ($000) $4,815 Shares 58,625 Est. Cost $69.59 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $4,653 Shares 53,775 Est. Cost $50.60 Unrealized +10.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $4,548 Shares 113,400 Est. Cost $29.34 Unrealized +10.5%
AMC ENTMT HLDGS INC 0.2%
Value ($000) $4,526 Shares 161,700 Est. Cost $24.20 Unrealized
SNY SANOFI 0.2%
Value ($000) $4,421 Shares 110,100 Est. Cost $52.34 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $4,195 Shares 55,900 Est. Cost $58.10 Unrealized +1.4%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $4,064 Shares 88,200 Est. Cost $29.38 Unrealized +15.6%
EQT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $3,953 Shares 53,100 Est. Cost $75.22 Unrealized
RL RALPH LAUREN CORP 0.2%
Value ($000) $3,861 Shares 40,100 Est. Cost $125.14 Unrealized -35.9%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $3,520 Shares 64,300 Est. Cost $27.19 Unrealized -21.2%
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $3,497 Shares 51,100 Est. Cost $62.12 Unrealized -18.9%
HOG HARLEY DAVIDSON INC 0.2%
Value ($000) $3,446 Shares 67,100 Est. Cost $56.42 Unrealized -22.7%
RAYTHEON CO 0.2%
Value ($000) $3,166 Shares 25,820 Est. Cost $66.12 Unrealized
NRG YIELD INC 0.1%
Value ($000) $2,675 Shares 187,900 Est. Cost $14.24 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $644 Shares 3,135 Est. Cost $184.69 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $492 Shares 13,625 Est. Cost $41.78 Unrealized