M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 12, 2017

Total Value ($000): $1,921,456 (100.0% shares, 0.0% debt)

Holdings (52)

SPY SPDR S&P 500 ETF TR 7.9%
Value ($000) $152,641 Shares 647,500 Est. Cost $205.75 Unrealized
CELGENE CORP 4.9%
Value ($000) $93,762 Shares 753,529 Est. Cost $102.78 Unrealized
SHIRE PLC 4.7%
Value ($000) $90,893 Shares 521,673 Est. Cost $197.74 Unrealized
GLPI GAMING & LEISURE PPTYS INC 4.2%
Value ($000) $81,379 Shares 2,435,032 Est. Cost $35.84 Unrealized
AER AERCAP HOLDINGS NV 4.1%
Value ($000) $77,988 Shares 1,696,544 Est. Cost $38.83 Unrealized +13.5%
DAL DELTA AIR LINES INC DEL 3.6%
Value ($000) $69,176 Shares 1,505,147 Est. Cost $33.86 Unrealized +29.8%
ALLERGAN PLC 3.6%
Value ($000) $68,613 Shares 287,176 Est. Cost $274.81 Unrealized
ARRIS INTL INC 3.5%
Value ($000) $68,108 Shares 2,574,954 Est. Cost $23.87 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 3.5%
Value ($000) $67,729 Shares 690,384 Est. Cost $68.69 Unrealized +24.2%
SYF SYNCHRONY FINL 3.5%
Value ($000) $67,295 Shares 1,961,960 Est. Cost $27.68 Unrealized +4.6%
ZAYO GROUP HLDGS INC 3.4%
Value ($000) $65,275 Shares 1,984,065 Est. Cost $32.90 Unrealized
EQT EQT CORP 3.2%
Value ($000) $62,158 Shares 1,017,246 Est. Cost $34.40 Unrealized -10.6%
DISCOVER FINL SVCS 3.2%
Value ($000) $61,115 Shares 893,636 Est. Cost $55.69 Unrealized
LEN LENNAR CORP 3.1%
Value ($000) $59,867 Shares 1,169,485 Est. Cost $41.17 Unrealized +0.6%
BERRY PLASTICS GROUP INC 3.0%
Value ($000) $58,390 Shares 1,202,156 Est. Cost $31.05 Unrealized
MET METLIFE INC 3.0%
Value ($000) $57,055 Shares 1,080,200 Est. Cost $28.21 Unrealized +25.2%
REALOGY HLDGS CORP 3.0%
Value ($000) $57,020 Shares 1,913,997 Est. Cost $38.91 Unrealized
DOW CHEM CO 3.0%
Value ($000) $57,019 Shares 897,360 Est. Cost $57.21 Unrealized
VISN COMMSCOPE HLDG CO INC 3.0%
Value ($000) $56,830 Shares 1,362,560 Est. Cost $29.49 Unrealized +30.6%
FNF FIDELITY NATIONAL FINANCIAL 2.8%
Value ($000) $54,520 Shares 1,399,974 Est. Cost $17.61 Unrealized +1.1%
CB CHUBB LIMITED 2.7%
Value ($000) $51,258 Shares 376,188 Est. Cost $97.10 Unrealized +18.3%
HD SUPPLY HLDGS INC 2.5%
Value ($000) $48,742 Shares 1,185,120 Est. Cost $35.03 Unrealized
SVB FINL GROUP 2.3%
Value ($000) $45,085 Shares 242,286 Est. Cost $99.15 Unrealized
STT STATE STR CORP 2.1%
Value ($000) $39,452 Shares 495,490 Est. Cost $60.93 Unrealized 0.0%
SGI TEMPUR SEALY INTL INC 1.9%
Value ($000) $35,867 Shares 771,959 Est. Cost $16.64 Unrealized -22.7%
GILD GILEAD SCIENCES INC 1.9%
Value ($000) $35,688 Shares 525,500 Est. Cost $52.52 Unrealized -3.5%
DG DOLLAR GEN CORP NEW 1.8%
Value ($000) $34,081 Shares 488,695 Est. Cost $65.88 Unrealized -0.9%
OXY OCCIDENTAL PETE CORP DEL 1.7%
Value ($000) $33,354 Shares 526,375 Est. Cost $55.00 Unrealized -5.3%
ANADARKO PETE CORP 1.7%
Value ($000) $32,570 Shares 525,310 Est. Cost $69.73 Unrealized
CVS CVS HEALTH CORP 1.6%
Value ($000) $31,234 Shares 397,881 Est. Cost $68.95 Unrealized -12.1%
COVANTA HLDG CORP 1.6%
Value ($000) $30,682 Shares 1,953,879 Est. Cost $15.60 Unrealized
SATS ECHOSTAR CORP 0.6%
Value ($000) $10,678 Shares 187,500 Est. Cost $43.64 Unrealized 0.0%
LIBERTY GLOBAL PLC 0.3%
Value ($000) $6,600 Shares 296,800 Est. Cost $24.93 Unrealized
LIBERTY GLOBAL PLC 0.3%
Value ($000) $5,898 Shares 256,000 Est. Cost $25.26 Unrealized
IAC INTERACTIVECORP 0.3%
Value ($000) $5,558 Shares 75,400 Est. Cost $64.79 Unrealized
APOLLO GLOBAL MGMT LLC 0.2%
Value ($000) $4,418 Shares 181,700 Est. Cost $22.58 Unrealized
EQT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $4,083 Shares 53,100 Est. Cost $76.02 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.2%
Value ($000) $4,082 Shares 105,266 Est. Cost $38.78 Unrealized
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $3,701 Shares 88,000 Est. Cost $29.75 Unrealized +16.2%
PFE PFIZER INC 0.2%
Value ($000) $3,520 Shares 102,900 Est. Cost $19.27 Unrealized +11.1%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $3,371 Shares 40,600 Est. Cost $77.86 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.2%
Value ($000) $3,345 Shares 41,500 Est. Cost $74.96 Unrealized
KR KROGER CO 0.2%
Value ($000) $3,273 Shares 111,000 Est. Cost $27.24 Unrealized -2.7%
NRG NRG ENERGY INC 0.2%
Value ($000) $3,162 Shares 169,100 Est. Cost $9.31 Unrealized +46.7%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $2,934 Shares 31,075 Est. Cost $50.95 Unrealized +21.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $2,645 Shares 111,600 Est. Cost $7.79 Unrealized +32.6%
NRG YIELD INC 0.1%
Value ($000) $2,388 Shares 134,900 Est. Cost $14.78 Unrealized
RL RALPH LAUREN CORP 0.1%
Value ($000) $2,050 Shares 25,100 Est. Cost $114.33 Unrealized -39.6%
FDX FEDEX CORP 0.1%
Value ($000) $1,757 Shares 9,000 Est. Cost $165.14 Unrealized 0.0%
CCEP COCA COLA EUROPEAN PARTNERS 0.1%
Value ($000) $1,477 Shares 39,200 Est. Cost $28.90 Unrealized -6.3%
SIX FLAGS ENTMT CORP NEW 0.1%
Value ($000) $1,005 Shares 16,900 Est. Cost $47.09 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $665 Shares 2,820 Est. Cost $205.75 Unrealized