M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 11, 2016

Total Value ($000): $2,044,202 (100.0% shares, 0.0% debt)

Holdings (53)

SPY SPDR S&P 500 ETF TR 9.7%
Value ($000) $198,406 Shares 946,900 Est. Cost $184.69 Unrealized
GLPI GAMING & LEISURE PPTYS INC 4.6%
Value ($000) $94,625 Shares 2,744,188 Est. Cost $35.84 Unrealized
SHIRE PLC 4.5%
Value ($000) $92,206 Shares 500,915 Est. Cost $204.64 Unrealized
VISN COMMSCOPE HLDG CO INC 4.3%
Value ($000) $87,651 Shares 2,824,650 Est. Cost $29.48 Unrealized +0.7%
BERRY PLASTICS GROUP INC 4.1%
Value ($000) $84,332 Shares 2,170,619 Est. Cost $31.05 Unrealized
MCK MCKESSON CORP 4.0%
Value ($000) $81,980 Shares 439,203 Est. Cost $148.50 Unrealized +9.5%
ALLERGAN PLC 4.0%
Value ($000) $81,846 Shares 354,179 Est. Cost $282.66 Unrealized
CB CHUBB LIMITED 3.9%
Value ($000) $80,591 Shares 616,603 Est. Cost $97.10 Unrealized +6.7%
DISCOVER FINL SVCS 3.9%
Value ($000) $80,301 Shares 1,498,466 Est. Cost $55.69 Unrealized
DAL DELTA AIR LINES INC DEL 3.7%
Value ($000) $75,590 Shares 2,074,807 Est. Cost $33.00 Unrealized +14.5%
MYLAN N V 3.4%
Value ($000) $68,662 Shares 1,587,935 Est. Cost $47.92 Unrealized
AER AERCAP HOLDINGS NV 3.3%
Value ($000) $67,308 Shares 2,003,739 Est. Cost $38.83 Unrealized -2.7%
DISH NETWORK CORP 2.9%
Value ($000) $60,131 Shares 1,147,530 Est. Cost $52.40 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 2.9%
Value ($000) $59,312 Shares 883,334 Est. Cost $68.69 Unrealized -0.1%
DG DOLLAR GEN CORP NEW 2.9%
Value ($000) $58,674 Shares 624,168 Est. Cost $66.64 Unrealized +14.3%
HD SUPPLY HLDGS INC 2.9%
Value ($000) $58,340 Shares 1,675,395 Est. Cost $35.03 Unrealized
ARRIS INTL INC 2.8%
Value ($000) $56,750 Shares 2,707,694 Est. Cost $22.92 Unrealized
WHR WHIRLPOOL CORP 2.8%
Value ($000) $56,609 Shares 339,729 Est. Cost $185.18 Unrealized -4.7%
HPE HEWLETT PACKARD ENTERPRISE C 2.7%
Value ($000) $55,797 Shares 3,054,050 Est. Cost $7.76 Unrealized 0.0%
DLTR DOLLAR TREE INC 2.7%
Value ($000) $55,566 Shares 589,619 Est. Cost $68.92 Unrealized +22.7%
REALOGY HLDGS CORP 2.7%
Value ($000) $55,395 Shares 1,909,162 Est. Cost $41.00 Unrealized
CELGENE CORP 2.6%
Value ($000) $52,227 Shares 529,519 Est. Cost $98.63 Unrealized
SGI TEMPUR SEALY INTL INC 2.5%
Value ($000) $51,947 Shares 939,074 Est. Cost $16.72 Unrealized -11.8%
MET METLIFE INC 2.3%
Value ($000) $46,405 Shares 1,165,050 Est. Cost $28.08 Unrealized +0.2%
EQT EQT CORP 2.1%
Value ($000) $42,185 Shares 544,921 Est. Cost $35.80 Unrealized 0.0%
EXP EAGLE MATERIALS INC 2.0%
Value ($000) $40,983 Shares 531,184 Est. Cost $79.04 Unrealized -8.8%
SVB FINL GROUP 2.0%
Value ($000) $40,875 Shares 429,526 Est. Cost $95.16 Unrealized
LEN LENNAR CORP 1.5%
Value ($000) $30,198 Shares 655,090 Est. Cost $43.50 Unrealized -8.4%
PRU PRUDENTIAL FINL INC 1.2%
Value ($000) $25,456 Shares 356,898 Est. Cost $43.19 Unrealized +13.4%
COVANTA HLDG CORP 0.5%
Value ($000) $9,310 Shares 565,830 Est. Cost $16.45 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $6,746 Shares 191,600 Est. Cost $19.22 Unrealized +9.5%
NRG NRG ENERGY INC 0.3%
Value ($000) $6,564 Shares 437,900 Est. Cost $9.31 Unrealized +30.3%
APOLLO GLOBAL MGMT LLC 0.3%
Value ($000) $5,707 Shares 376,700 Est. Cost $22.69 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.3%
Value ($000) $5,313 Shares 52,375 Est. Cost $50.60 Unrealized +19.9%
EQT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $5,051 Shares 62,900 Est. Cost $76.01 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $5,021 Shares 60,300 Est. Cost $77.59 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.2%
Value ($000) $4,888 Shares 66,000 Est. Cost $74.06 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value ($000) $4,872 Shares 97,000 Est. Cost $57.08 Unrealized
TER TERADYNE INC 0.2%
Value ($000) $4,777 Shares 242,675 Est. Cost $17.73 Unrealized +5.1%
NRG YIELD INC 0.2%
Value ($000) $4,612 Shares 295,800 Est. Cost $14.73 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $4,508 Shares 71,000 Est. Cost $52.94 Unrealized +10.8%
RL RALPH LAUREN CORP 0.2%
Value ($000) $4,400 Shares 49,100 Est. Cost $116.21 Unrealized -34.2%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $4,395 Shares 52,700 Est. Cost $70.55 Unrealized -11.0%
AMC ENTMT HLDGS INC 0.2%
Value ($000) $3,832 Shares 138,800 Est. Cost $24.20 Unrealized
RAYTHEON CO 0.2%
Value ($000) $3,510 Shares 25,820 Est. Cost $66.12 Unrealized
OPLN KAR AUCTION SVCS INC 0.2%
Value ($000) $3,431 Shares 82,200 Est. Cost $13.32 Unrealized +12.3%
SIX FLAGS ENTMT CORP NEW 0.2%
Value ($000) $3,274 Shares 56,500 Est. Cost $44.96 Unrealized
TIME WARNER INC 0.2%
Value ($000) $3,206 Shares 43,600 Est. Cost $65.66 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $3,163 Shares 158,300 Est. Cost $14.93 Unrealized +3.6%
CVS CVS HEALTH CORP 0.2%
Value ($000) $3,140 Shares 32,801 Est. Cost $70.62 Unrealized +5.5%
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $2,953 Shares 65,200 Est. Cost $56.42 Unrealized -18.4%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $633 Shares 3,020 Est. Cost $184.69 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $548 Shares 13,625 Est. Cost $41.78 Unrealized