M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 13, 2017

Total Value ($000): $1,775,931 (100.0% shares, 0.0% debt)

Holdings (53)

SHIRE PLC 5.1%
Value ($000) $89,790 Shares 527,008 Est. Cost $197.74 Unrealized
ALLERGAN PLC 4.4%
Value ($000) $78,750 Shares 375,001 Est. Cost $274.81 Unrealized
GLPI GAMING & LEISURE PPTYS INC 4.4%
Value ($000) $78,503 Shares 2,563,745 Est. Cost $35.84 Unrealized
CELGENE CORP 4.4%
Value ($000) $77,280 Shares 667,659 Est. Cost $99.99 Unrealized
AER AERCAP HOLDINGS NV 4.2%
Value ($000) $74,749 Shares 1,796,369 Est. Cost $38.83 Unrealized +6.7%
DISCOVER FINL SVCS 3.9%
Value ($000) $69,093 Shares 958,461 Est. Cost $55.69 Unrealized
DAL DELTA AIR LINES INC DEL 3.8%
Value ($000) $68,194 Shares 1,386,382 Est. Cost $33.00 Unrealized +24.0%
LW LAMB WESTON HLDGS INC 3.7%
Value ($000) $66,486 Shares 1,756,900 Est. Cost $29.75 Unrealized 0.0%
BERRY PLASTICS GROUP INC 3.7%
Value ($000) $66,452 Shares 1,363,631 Est. Cost $31.05 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 3.7%
Value ($000) $66,101 Shares 805,759 Est. Cost $68.69 Unrealized +3.8%
LEN LENNAR CORP 3.4%
Value ($000) $59,880 Shares 1,394,905 Est. Cost $41.17 Unrealized -10.3%
SVB FINL GROUP 3.3%
Value ($000) $59,254 Shares 345,186 Est. Cost $99.15 Unrealized
MET METLIFE INC 3.2%
Value ($000) $57,152 Shares 1,060,485 Est. Cost $28.08 Unrealized +20.1%
VISN COMMSCOPE HLDG CO INC 3.2%
Value ($000) $56,834 Shares 1,527,685 Est. Cost $29.49 Unrealized +15.6%
ARRIS INTL INC 3.2%
Value ($000) $56,775 Shares 1,884,219 Est. Cost $22.92 Unrealized
DISH NETWORK CORP 3.1%
Value ($000) $55,699 Shares 961,455 Est. Cost $52.40 Unrealized
REALOGY HLDGS CORP 3.1%
Value ($000) $55,465 Shares 2,155,547 Est. Cost $38.91 Unrealized
DOW CHEM CO 3.0%
Value ($000) $54,096 Shares 945,510 Est. Cost $57.21 Unrealized
HD SUPPLY HLDGS INC 3.0%
Value ($000) $53,021 Shares 1,247,270 Est. Cost $35.03 Unrealized
CB CHUBB LIMITED 3.0%
Value ($000) $52,580 Shares 397,968 Est. Cost $97.10 Unrealized +11.6%
EXP EAGLE MATERIALS INC 2.9%
Value ($000) $51,765 Shares 525,379 Est. Cost $78.90 Unrealized +8.9%
SGI TEMPUR SEALY INTL INC 2.9%
Value ($000) $51,603 Shares 755,809 Est. Cost $16.72 Unrealized -10.7%
EQT EQT CORP 2.6%
Value ($000) $45,982 Shares 703,101 Est. Cost $36.04 Unrealized -5.1%
WHR WHIRLPOOL CORP 2.4%
Value ($000) $42,528 Shares 233,988 Est. Cost $185.18 Unrealized -10.6%
ANADARKO PETE CORP 2.2%
Value ($000) $38,375 Shares 550,310 Est. Cost $69.73 Unrealized
OXY OCCIDENTAL PETE CORP DEL 2.1%
Value ($000) $37,642 Shares 528,450 Est. Cost $55.00 Unrealized 0.0%
COVANTA HLDG CORP 1.8%
Value ($000) $32,635 Shares 2,092,309 Est. Cost $15.60 Unrealized
CVS CVS HEALTH CORP 1.8%
Value ($000) $32,566 Shares 412,731 Est. Cost $68.95 Unrealized -11.5%
MYLAN N V 1.7%
Value ($000) $30,756 Shares 806,170 Est. Cost $47.92 Unrealized
SYF SYNCHRONY FINL 1.6%
Value ($000) $27,792 Shares 766,350 Est. Cost $25.67 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.9%
Value ($000) $16,190 Shares 218,695 Est. Cost $66.64 Unrealized -2.6%
FNF FIDELITY NATIONAL FINANCIAL 0.4%
Value ($000) $7,919 Shares 233,200 Est. Cost $16.65 Unrealized 0.0%
IAC INTERACTIVECORP 0.3%
Value ($000) $4,885 Shares 75,400 Est. Cost $64.79 Unrealized
LIBERTY GLOBAL PLC 0.3%
Value ($000) $4,814 Shares 227,400 Est. Cost $25.54 Unrealized
NRG NRG ENERGY INC 0.2%
Value ($000) $4,263 Shares 347,800 Est. Cost $9.31 Unrealized +1.6%
SIX FLAGS ENTMT CORP NEW 0.2%
Value ($000) $4,156 Shares 69,300 Est. Cost $47.09 Unrealized
EQT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $4,033 Shares 52,600 Est. Cost $76.02 Unrealized
LIBERTY GLOBAL PLC 0.2%
Value ($000) $3,970 Shares 180,804 Est. Cost $26.66 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $3,630 Shares 50,700 Est. Cost $69.86 Unrealized -23.9%
APOLLO GLOBAL MGMT LLC 0.2%
Value ($000) $3,495 Shares 180,600 Est. Cost $22.58 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $3,343 Shares 40,400 Est. Cost $77.86 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $3,320 Shares 102,200 Est. Cost $19.27 Unrealized +6.4%
KR KROGER CO 0.2%
Value ($000) $3,234 Shares 93,700 Est. Cost $27.37 Unrealized -1.5%
NRG YIELD INC 0.2%
Value ($000) $3,197 Shares 202,300 Est. Cost $14.78 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.2%
Value ($000) $2,925 Shares 35,800 Est. Cost $74.06 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $2,696 Shares 31,075 Est. Cost $50.95 Unrealized +17.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $2,556 Shares 110,400 Est. Cost $7.76 Unrealized +31.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.1%
Value ($000) $2,349 Shares 64,800 Est. Cost $53.80 Unrealized
RL RALPH LAUREN CORP 0.1%
Value ($000) $2,177 Shares 24,100 Est. Cost $116.21 Unrealized -27.3%
VIACOM INC NEW 0.1%
Value ($000) $1,931 Shares 55,000 Est. Cost $35.11 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,479 Shares 6,620 Est. Cost $205.75 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS 0.1%
Value ($000) $1,230 Shares 39,200 Est. Cost $28.90 Unrealized -6.0%
RAYTHEON CO 0.0%
Value ($000) $341 Shares 2,400 Est. Cost $66.12 Unrealized