M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value ($000): $1,193,766 (100.0% shares, 0.0% debt)

Holdings (52)

SPY SPDR S&P 500 ETF TR 15.3%
Value ($000) $182,771 Shares 727,500 Est. Cost $224.72 Unrealized
CELGENE CORP 4.7%
Value ($000) $56,047 Shares 384,389 Est. Cost $102.78 Unrealized
SHIRE PLC 4.0%
Value ($000) $47,169 Shares 308,022 Est. Cost $197.74 Unrealized
AER AERCAP HOLDINGS NV 3.8%
Value ($000) $45,937 Shares 898,763 Est. Cost $38.83 Unrealized +24.3%
DAL DELTA AIR LINES INC DEL 3.7%
Value ($000) $44,572 Shares 924,297 Est. Cost $33.86 Unrealized +33.7%
ALLERGAN PLC 3.7%
Value ($000) $43,670 Shares 213,087 Est. Cost $271.98 Unrealized
EQT EQT CORP 3.4%
Value ($000) $40,663 Shares 623,325 Est. Cost $34.40 Unrealized -8.9%
DISCOVER FINL SVCS 3.2%
Value ($000) $38,574 Shares 598,201 Est. Cost $56.96 Unrealized
TER TERADYNE INC 3.1%
Value ($000) $37,099 Shares 994,850 Est. Cost $33.11 Unrealized 0.0%
CMCSA COMCAST CORP NEW 2.8%
Value ($000) $33,616 Shares 873,460 Est. Cost $32.02 Unrealized 0.0%
ARRIS INTL INC 2.8%
Value ($000) $33,027 Shares 1,159,314 Est. Cost $23.87 Unrealized
LEN LENNAR CORP 2.7%
Value ($000) $32,120 Shares 608,310 Est. Cost $41.17 Unrealized +10.8%
SYF SYNCHRONY FINL 2.7%
Value ($000) $32,055 Shares 1,032,300 Est. Cost $27.68 Unrealized -12.0%
VISN COMMSCOPE HLDG CO INC 2.5%
Value ($000) $30,039 Shares 904,540 Est. Cost $29.49 Unrealized +15.8%
LIBERTY INTERACTIVE CORP 2.4%
Value ($000) $28,940 Shares 502,880 Est. Cost $57.55 Unrealized
GILD GILEAD SCIENCES INC 2.4%
Value ($000) $28,072 Shares 346,515 Est. Cost $51.79 Unrealized +8.0%
MET METLIFE INC 2.3%
Value ($000) $28,053 Shares 540,061 Est. Cost $28.21 Unrealized +29.8%
GLPI GAMING & LEISURE PPTYS INC 2.2%
Value ($000) $26,090 Shares 707,123 Est. Cost $35.84 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 2.1%
Value ($000) $24,742 Shares 594,010 Est. Cost $39.36 Unrealized +4.1%
DOWDUPONT INC 2.0%
Value ($000) $23,663 Shares 341,815 Est. Cost $69.23 Unrealized
REALOGY HLDGS CORP 2.0%
Value ($000) $23,638 Shares 717,344 Est. Cost $38.91 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 1.9%
Value ($000) $23,160 Shares 428,495 Est. Cost $51.64 Unrealized +8.3%
DG DOLLAR GEN CORP NEW 1.9%
Value ($000) $22,723 Shares 280,430 Est. Cost $65.88 Unrealized +2.1%
SGI TEMPUR SEALY INTL INC 1.8%
Value ($000) $21,728 Shares 336,725 Est. Cost $16.64 Unrealized -11.2%
CB CHUBB LIMITED 1.8%
Value ($000) $21,173 Shares 148,539 Est. Cost $97.10 Unrealized +28.6%
STT STATE STR CORP 1.8%
Value ($000) $21,051 Shares 220,300 Est. Cost $60.93 Unrealized +18.5%
QRVO QORVO INC 1.6%
Value ($000) $19,094 Shares 270,125 Est. Cost $69.76 Unrealized 0.0%
COVANTA HLDG CORP 1.6%
Value ($000) $18,872 Shares 1,270,685 Est. Cost $15.50 Unrealized
PHG KONINKLIJKE PHILIPS N V 1.5%
Value ($000) $18,459 Shares 448,115 Est. Cost $41.19 Unrealized
NXST NEXSTAR MEDIA GROUP INC 1.5%
Value ($000) $17,624 Shares 282,977 Est. Cost $49.27 Unrealized -0.9%
SNA SNAP ON INC 1.4%
Value ($000) $17,285 Shares 116,050 Est. Cost $121.59 Unrealized 0.0%
CVS CVS HEALTH CORP 1.2%
Value ($000) $13,814 Shares 169,935 Est. Cost $68.95 Unrealized -11.8%
LKQ LKQ CORP 1.1%
Value ($000) $13,167 Shares 365,895 Est. Cost $27.76 Unrealized +10.2%
SATS ECHOSTAR CORP 1.1%
Value ($000) $12,791 Shares 223,500 Est. Cost $44.29 Unrealized +7.6%
SVB FINL GROUP 0.9%
Value ($000) $10,753 Shares 57,461 Est. Cost $99.15 Unrealized
JELD JELD-WEN HLDG INC 0.7%
Value ($000) $8,610 Shares 242,304 Est. Cost $31.66 Unrealized 0.0%
LIBERTY MEDIA CORP DELAWARE 0.7%
Value ($000) $7,955 Shares 190,000 Est. Cost $40.08 Unrealized
GENERAL COMMUNICATION INC 0.6%
Value ($000) $7,057 Shares 173,000 Est. Cost $40.79 Unrealized
NRG YIELD INC 0.3%
Value ($000) $3,808 Shares 197,300 Est. Cost $15.67 Unrealized
APOLLO GLOBAL MGMT LLC 0.3%
Value ($000) $3,775 Shares 125,400 Est. Cost $24.16 Unrealized
NRG NRG ENERGY INC 0.3%
Value ($000) $3,607 Shares 141,000 Est. Cost $9.31 Unrealized +109.9%
PFE PFIZER INC 0.3%
Value ($000) $3,526 Shares 98,800 Est. Cost $19.27 Unrealized +15.5%
RCL ROYAL CARIBBEAN CRUISES LTD 0.3%
Value ($000) $3,438 Shares 29,000 Est. Cost $68.69 Unrealized +56.5%
MACQUARIE INFRASTRUCTURE COR 0.3%
Value ($000) $3,148 Shares 43,600 Est. Cost $75.12 Unrealized
EQT MIDSTREAM PARTNERS LP 0.2%
Value ($000) $2,907 Shares 38,800 Est. Cost $76.02 Unrealized
LIBERTY GLOBAL PLC 0.2%
Value ($000) $2,680 Shares 112,800 Est. Cost $24.89 Unrealized
JUNIPER NETWORKS INC 0.2%
Value ($000) $2,582 Shares 92,800 Est. Cost $27.85 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2,116 Shares 27,400 Est. Cost $77.86 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $1,770 Shares 24,400 Est. Cost $56.39 Unrealized +10.8%
CCEP COCA COLA EUROPEAN PARTNERS 0.1%
Value ($000) $1,568 Shares 37,700 Est. Cost $28.90 Unrealized +15.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,499 Shares 5,970 Est. Cost $224.72 Unrealized
SIX FLAGS ENTMT CORP NEW 0.1%
Value ($000) $1,469 Shares 24,100 Est. Cost $60.95 Unrealized