M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 10, 2016

Total Value ($000): $1,770,896 (100.0% shares, 0.0% debt)

Holdings (51)

SPY SPDR S&P 500 ETF TR 6.3%
Value ($000) $111,698 Shares 516,400 Est. Cost $184.69 Unrealized
VISN COMMSCOPE HLDG CO INC 4.9%
Value ($000) $85,981 Shares 2,855,600 Est. Cost $29.49 Unrealized +2.3%
GLPI GAMING & LEISURE PPTYS INC 4.8%
Value ($000) $85,370 Shares 2,552,179 Est. Cost $35.84 Unrealized
SHIRE PLC 4.6%
Value ($000) $81,609 Shares 420,930 Est. Cost $204.64 Unrealized
DISCOVER FINL SVCS 4.4%
Value ($000) $78,340 Shares 1,385,291 Est. Cost $55.69 Unrealized
ALLERGAN PLC 4.3%
Value ($000) $77,026 Shares 334,444 Est. Cost $282.66 Unrealized
DAL DELTA AIR LINES INC DEL 4.3%
Value ($000) $76,186 Shares 1,935,687 Est. Cost $33.00 Unrealized +2.4%
AER AERCAP HOLDINGS NV 3.9%
Value ($000) $69,448 Shares 1,804,464 Est. Cost $38.83 Unrealized -4.3%
CELGENE CORP 3.9%
Value ($000) $68,914 Shares 659,309 Est. Cost $99.79 Unrealized
ARRIS INTL INC 3.8%
Value ($000) $66,923 Shares 2,362,274 Est. Cost $22.92 Unrealized
EQT EQT CORP 3.7%
Value ($000) $65,521 Shares 902,246 Est. Cost $36.04 Unrealized +1.0%
SVB FINL GROUP 3.6%
Value ($000) $64,112 Shares 579,916 Est. Cost $99.15 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 3.6%
Value ($000) $63,239 Shares 843,734 Est. Cost $68.69 Unrealized -7.8%
BERRY PLASTICS GROUP INC 3.6%
Value ($000) $63,058 Shares 1,438,051 Est. Cost $31.05 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 3.6%
Value ($000) $62,974 Shares 2,767,924 Est. Cost $7.76 Unrealized +21.6%
DISH NETWORK CORP 3.3%
Value ($000) $59,318 Shares 1,082,855 Est. Cost $52.40 Unrealized
REALOGY HLDGS CORP 3.2%
Value ($000) $57,273 Shares 2,214,962 Est. Cost $38.91 Unrealized
MYLAN N V 3.1%
Value ($000) $54,038 Shares 1,417,630 Est. Cost $47.92 Unrealized
CB CHUBB LIMITED 2.8%
Value ($000) $50,187 Shares 399,428 Est. Cost $97.10 Unrealized +10.4%
HD SUPPLY HLDGS INC 2.8%
Value ($000) $49,882 Shares 1,559,670 Est. Cost $35.03 Unrealized
MET METLIFE INC 2.7%
Value ($000) $47,493 Shares 1,068,800 Est. Cost $28.08 Unrealized -2.5%
LEN LENNAR CORP 2.7%
Value ($000) $47,334 Shares 1,117,900 Est. Cost $42.22 Unrealized -4.3%
WHR WHIRLPOOL CORP 2.6%
Value ($000) $46,833 Shares 288,813 Est. Cost $185.18 Unrealized -4.3%
EXP EAGLE MATERIALS INC 2.5%
Value ($000) $43,708 Shares 565,414 Est. Cost $78.90 Unrealized -2.7%
SGI TEMPUR SEALY INTL INC 2.4%
Value ($000) $43,062 Shares 758,909 Est. Cost $16.72 Unrealized +6.7%
LDOS LEIDOS HLDGS INC 2.4%
Value ($000) $42,638 Shares 985,089 Est. Cost $33.42 Unrealized 0.0%
CVS CVS HEALTH CORP 1.7%
Value ($000) $29,594 Shares 332,471 Est. Cost $70.86 Unrealized +0.0%
DG DOLLAR GEN CORP NEW 0.9%
Value ($000) $15,234 Shares 217,775 Est. Cost $66.64 Unrealized +12.6%
EQT MIDSTREAM PARTNERS LP 0.3%
Value ($000) $4,960 Shares 65,100 Est. Cost $76.02 Unrealized
LIBERTY GLOBAL PLC 0.2%
Value ($000) $4,161 Shares 150,804 Est. Cost $27.59 Unrealized
LIBERTY GLOBAL PLC 0.2%
Value ($000) $4,050 Shares 144,400 Est. Cost $28.05 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $3,854 Shares 48,700 Est. Cost $70.55 Unrealized -18.1%
NRG NRG ENERGY INC 0.2%
Value ($000) $3,759 Shares 335,300 Est. Cost $9.31 Unrealized +14.9%
SIX FLAGS ENTMT CORP NEW 0.2%
Value ($000) $3,403 Shares 63,500 Est. Cost $45.91 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $3,340 Shares 98,600 Est. Cost $19.22 Unrealized +15.8%
NRG YIELD INC 0.2%
Value ($000) $3,287 Shares 193,800 Est. Cost $14.73 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.2%
Value ($000) $3,162 Shares 38,000 Est. Cost $74.06 Unrealized
APOLLO GLOBAL MGMT LLC 0.2%
Value ($000) $3,133 Shares 174,500 Est. Cost $22.69 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $3,087 Shares 38,300 Est. Cost $77.59 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $2,909 Shares 40,500 Est. Cost $52.94 Unrealized +10.0%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $2,816 Shares 29,875 Est. Cost $50.60 Unrealized +28.3%
KR KROGER CO 0.1%
Value ($000) $2,636 Shares 88,800 Est. Cost $27.40 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $2,513 Shares 54,600 Est. Cost $57.08 Unrealized
RL RALPH LAUREN CORP 0.1%
Value ($000) $2,438 Shares 24,100 Est. Cost $116.21 Unrealized -28.5%
M MACYS INC 0.1%
Value ($000) $2,353 Shares 63,500 Est. Cost $36.24 Unrealized 0.0%
TER TERADYNE INC 0.1%
Value ($000) $2,302 Shares 106,675 Est. Cost $17.73 Unrealized +10.3%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $2,258 Shares 91,400 Est. Cost $14.93 Unrealized +7.8%
CCEP COCA COLA EUROPEAN PARTNERS 0.1%
Value ($000) $1,277 Shares 32,000 Est. Cost $29.28 Unrealized 0.0%
RAYTHEON CO 0.0%
Value ($000) $885 Shares 6,500 Est. Cost $66.12 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $667 Shares 4,000 Est. Cost $148.50 Unrealized +16.6%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $653 Shares 3,020 Est. Cost $184.69 Unrealized