M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $1,118,038 (100.0% shares, 0.0% debt)

Holdings (47)

SPY SPDR S&P 500 ETF TR 20.1%
Value ($000) $224,828 Shares 842,489 Est. Cost $266.56 Unrealized
SHIRE PLC 3.6%
Value ($000) $40,153 Shares 258,838 Est. Cost $197.74 Unrealized
DAL DELTA AIR LINES INC DEL 3.5%
Value ($000) $39,585 Shares 706,837 Est. Cost $33.86 Unrealized +41.1%
NCLH NORWEGIAN CRUISE LINE HLDGS 3.4%
Value ($000) $38,017 Shares 713,885 Est. Cost $53.12 Unrealized +4.2%
PHG KONINKLIJKE PHILIPS N V 3.4%
Value ($000) $37,974 Shares 1,004,555 Est. Cost $39.31 Unrealized
CMCSA COMCAST CORP NEW 3.3%
Value ($000) $36,993 Shares 923,815 Est. Cost $31.95 Unrealized -4.0%
ARRIS INTL INC 2.9%
Value ($000) $32,534 Shares 1,266,489 Est. Cost $24.02 Unrealized
CELGENE CORP 2.8%
Value ($000) $31,453 Shares 301,389 Est. Cost $102.78 Unrealized
AIG AMERICAN INTL GROUP INC 2.8%
Value ($000) $31,105 Shares 522,055 Est. Cost $49.72 Unrealized 0.0%
LEN LENNAR CORP 2.7%
Value ($000) $30,485 Shares 482,025 Est. Cost $41.17 Unrealized +26.4%
LIBERTY INTERACTIVE CORP 2.6%
Value ($000) $29,540 Shares 544,665 Est. Cost $57.29 Unrealized
LIBERTY MEDIA CORP DELAWARE 2.6%
Value ($000) $29,500 Shares 863,500 Est. Cost $34.16 Unrealized
VISN COMMSCOPE HLDG CO INC 2.6%
Value ($000) $29,078 Shares 768,665 Est. Cost $29.49 Unrealized +18.2%
AER AERCAP HOLDINGS NV 2.6%
Value ($000) $28,844 Shares 548,272 Est. Cost $38.83 Unrealized +32.0%
SGI TEMPUR SEALY INTL INC 2.6%
Value ($000) $28,770 Shares 458,889 Est. Cost $16.27 Unrealized -6.2%
EQT EQT CORP 2.5%
Value ($000) $27,996 Shares 491,935 Est. Cost $34.40 Unrealized -12.1%
SNA SNAP ON INC 2.5%
Value ($000) $27,896 Shares 160,040 Est. Cost $124.32 Unrealized +5.8%
PKG PACKAGING CORP AMER 2.4%
Value ($000) $27,191 Shares 225,575 Est. Cost $90.90 Unrealized 0.0%
MET METLIFE INC 2.2%
Value ($000) $24,903 Shares 492,531 Est. Cost $28.21 Unrealized +41.4%
SABR SABRE CORP 2.2%
Value ($000) $24,448 Shares 1,192,725 Est. Cost $19.15 Unrealized 0.0%
SYF SYNCHRONY FINL 2.2%
Value ($000) $24,314 Shares 629,760 Est. Cost $27.68 Unrealized +1.2%
QRVO QORVO INC 2.2%
Value ($000) $24,097 Shares 361,790 Est. Cost $70.55 Unrealized +3.3%
GLPI GAMING & LEISURE PPTYS INC 2.1%
Value ($000) $23,871 Shares 645,154 Est. Cost $35.84 Unrealized
SPIRIT RLTY CAP INC NEW 2.1%
Value ($000) $23,694 Shares 2,761,375 Est. Cost $8.58 Unrealized
GILD GILEAD SCIENCES INC 2.0%
Value ($000) $22,765 Shares 317,750 Est. Cost $51.79 Unrealized +7.9%
CB CHUBB LIMITED 2.0%
Value ($000) $22,748 Shares 155,698 Est. Cost $98.59 Unrealized +31.4%
DOWDUPONT INC 2.0%
Value ($000) $21,997 Shares 308,865 Est. Cost $69.23 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.8%
Value ($000) $20,532 Shares 493,550 Est. Cost $39.36 Unrealized +9.8%
COVANTA HLDG CORP 1.7%
Value ($000) $18,805 Shares 1,112,715 Est. Cost $15.50 Unrealized
LKQ LKQ CORP 1.2%
Value ($000) $13,403 Shares 329,670 Est. Cost $27.76 Unrealized +23.8%
SATS ECHOSTAR CORP 1.2%
Value ($000) $13,388 Shares 223,500 Est. Cost $44.29 Unrealized +4.9%
EQT MIDSTREAM PARTNERS LP 0.8%
Value ($000) $8,502 Shares 116,300 Est. Cost $74.08 Unrealized
JELD JELD-WEN HLDG INC 0.7%
Value ($000) $7,866 Shares 199,785 Est. Cost $31.66 Unrealized +17.3%
GENERAL COMMUNICATION INC 0.7%
Value ($000) $7,492 Shares 192,000 Est. Cost $40.62 Unrealized
ALLERGAN PLC 0.5%
Value ($000) $6,135 Shares 37,500 Est. Cost $271.98 Unrealized
ENTERCOM COMMUNICATIONS CORP 0.5%
Value ($000) $5,646 Shares 522,835 Est. Cost $10.80 Unrealized
DISCOVER FINL SVCS 0.4%
Value ($000) $4,236 Shares 55,080 Est. Cost $56.96 Unrealized
LIBERTY MEDIA CORP DELAWARE 0.4%
Value ($000) $4,175 Shares 105,266 Est. Cost $40.08 Unrealized
NRG NRG ENERGY INC 0.3%
Value ($000) $3,572 Shares 125,400 Est. Cost $9.31 Unrealized +141.9%
APOLLO GLOBAL MGMT LLC 0.3%
Value ($000) $3,109 Shares 92,900 Est. Cost $24.16 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.3%
Value ($000) $2,970 Shares 24,900 Est. Cost $68.69 Unrealized +66.5%
NRG YIELD INC 0.2%
Value ($000) $2,467 Shares 130,500 Est. Cost $15.67 Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $2,363 Shares 25,400 Est. Cost $65.88 Unrealized +17.5%
MACQUARIE INFRASTRUCTURE COR 0.2%
Value ($000) $2,279 Shares 35,500 Est. Cost $75.12 Unrealized
LIBERTY GLOBAL PLC 0.2%
Value ($000) $2,272 Shares 112,800 Est. Cost $24.89 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $2,217 Shares 61,200 Est. Cost $19.27 Unrealized +23.5%
TER TERADYNE INC 0.2%
Value ($000) $1,830 Shares 43,700 Est. Cost $33.11 Unrealized +19.3%