M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $1,529,514 (100.0% shares, 0.0% debt)

Holdings (51)

CELGENE CORP 5.5%
Value ($000) $83,673 Shares 644,279 Est. Cost $102.78 Unrealized
ALLERGAN PLC 5.0%
Value ($000) $76,636 Shares 315,265 Est. Cost $271.98 Unrealized
SHIRE PLC 5.0%
Value ($000) $75,792 Shares 458,552 Est. Cost $197.74 Unrealized
AER AERCAP HOLDINGS NV 4.5%
Value ($000) $69,358 Shares 1,493,778 Est. Cost $38.83 Unrealized +14.3%
DISCOVER FINL SVCS 4.5%
Value ($000) $69,055 Shares 1,110,406 Est. Cost $56.96 Unrealized
DAL DELTA AIR LINES INC DEL 4.5%
Value ($000) $68,978 Shares 1,283,587 Est. Cost $33.86 Unrealized +30.9%
ARRIS INTL INC 4.0%
Value ($000) $61,376 Shares 2,190,454 Est. Cost $23.87 Unrealized
GLPI GAMING & LEISURE PPTYS INC 3.8%
Value ($000) $57,362 Shares 1,522,896 Est. Cost $35.84 Unrealized
EQT EQT CORP 3.7%
Value ($000) $57,119 Shares 974,956 Est. Cost $34.40 Unrealized -15.1%
LEN LENNAR CORP 3.4%
Value ($000) $52,605 Shares 986,485 Est. Cost $41.17 Unrealized +9.3%
SYF SYNCHRONY FINL 3.4%
Value ($000) $52,074 Shares 1,746,525 Est. Cost $27.68 Unrealized -13.2%
REALOGY HLDGS CORP 3.4%
Value ($000) $51,831 Shares 1,597,324 Est. Cost $38.91 Unrealized
MET METLIFE INC 3.3%
Value ($000) $50,714 Shares 923,056 Est. Cost $28.21 Unrealized +22.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 3.2%
Value ($000) $49,644 Shares 747,623 Est. Cost $56.39 Unrealized 0.0%
CB CHUBB LIMITED 3.1%
Value ($000) $47,548 Shares 327,079 Est. Cost $97.10 Unrealized +24.5%
GILD GILEAD SCIENCES INC 2.9%
Value ($000) $45,004 Shares 635,820 Est. Cost $51.79 Unrealized -6.7%
VISN COMMSCOPE HLDG CO INC 2.9%
Value ($000) $44,751 Shares 1,176,835 Est. Cost $29.49 Unrealized +31.0%
DOW CHEM CO 2.8%
Value ($000) $43,085 Shares 683,190 Est. Cost $57.21 Unrealized
STT STATE STR CORP 2.7%
Value ($000) $41,399 Shares 461,400 Est. Cost $60.93 Unrealized +5.4%
SVB FINL GROUP 2.4%
Value ($000) $36,657 Shares 208,526 Est. Cost $99.15 Unrealized
LKQ LKQ CORP 2.3%
Value ($000) $35,139 Shares 1,066,455 Est. Cost $27.76 Unrealized 0.0%
SGI TEMPUR SEALY INTL INC 2.3%
Value ($000) $35,072 Shares 656,948 Est. Cost $16.64 Unrealized -29.1%
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $33,368 Shares 138,000 Est. Cost $224.72 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 2.2%
Value ($000) $33,017 Shares 302,294 Est. Cost $68.69 Unrealized +41.6%
DG DOLLAR GEN CORP NEW 1.9%
Value ($000) $29,746 Shares 412,595 Est. Cost $65.88 Unrealized -2.2%
NCLH NORWEGIAN CRUISE LINE HLDGS 1.8%
Value ($000) $27,765 Shares 511,420 Est. Cost $51.64 Unrealized 0.0%
CVS CVS HEALTH CORP 1.8%
Value ($000) $27,294 Shares 339,256 Est. Cost $68.95 Unrealized -12.5%
COVANTA HLDG CORP 1.8%
Value ($000) $26,840 Shares 2,032,976 Est. Cost $15.50 Unrealized
ANADARKO PETE CORP 1.6%
Value ($000) $25,017 Shares 551,800 Est. Cost $68.56 Unrealized
BERRY GLOBAL GROUP INC 1.3%
Value ($000) $19,436 Shares 340,848 Est. Cost $31.05 Unrealized
NXST NEXSTAR MEDIA GROUP INC 1.1%
Value ($000) $17,142 Shares 286,656 Est. Cost $49.27 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.8%
Value ($000) $11,534 Shares 296,195 Est. Cost $37.76 Unrealized 0.0%
SATS ECHOSTAR CORP 0.7%
Value ($000) $11,381 Shares 187,500 Est. Cost $43.64 Unrealized +9.2%
LIBERTY MEDIA CORP DELAWARE 0.5%
Value ($000) $7,923 Shares 190,000 Est. Cost $40.08 Unrealized
SINCLAIR BROADCAST GROUP INC 0.5%
Value ($000) $7,899 Shares 240,060 Est. Cost $32.90 Unrealized
LIBERTY GLOBAL PLC 0.4%
Value ($000) $6,538 Shares 300,294 Est. Cost $24.89 Unrealized
LIBERTY GLOBAL PLC 0.4%
Value ($000) $6,526 Shares 304,800 Est. Cost $24.64 Unrealized
NRG YIELD INC 0.2%
Value ($000) $3,472 Shares 197,300 Est. Cost $15.67 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.2%
Value ($000) $3,417 Shares 43,600 Est. Cost $75.12 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $3,318 Shares 98,800 Est. Cost $19.27 Unrealized +12.1%
EQT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $2,896 Shares 38,800 Est. Cost $76.02 Unrealized
NRG NRG ENERGY INC 0.2%
Value ($000) $2,800 Shares 162,600 Est. Cost $9.31 Unrealized +48.6%
APOLLO GLOBAL MGMT LLC 0.2%
Value ($000) $2,618 Shares 99,000 Est. Cost $22.58 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $2,546 Shares 56,800 Est. Cost $17.61 Unrealized +15.2%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $2,153 Shares 27,500 Est. Cost $77.86 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.1%
Value ($000) $1,994 Shares 33,300 Est. Cost $55.00 Unrealized -11.8%
UNITI GROUP INC 0.1%
Value ($000) $1,820 Shares 72,400 Est. Cost $25.14 Unrealized
JUNIPER NETWORKS INC 0.1%
Value ($000) $1,683 Shares 60,400 Est. Cost $27.86 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS 0.1%
Value ($000) $1,534 Shares 37,700 Est. Cost $28.90 Unrealized +7.2%
FDX FEDEX CORP 0.1%
Value ($000) $1,522 Shares 7,000 Est. Cost $165.14 Unrealized +3.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,443 Shares 5,970 Est. Cost $224.72 Unrealized