M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 30, 2020

Total Value ($000): $422,600 (100.0% shares, 0.0% debt)

Holdings (48)

NRG NRG ENERGY INC 5.6%
Value ($000) $23,473 Shares 590,535 Est. Cost $22.96 Unrealized +43.6%
CMCSA COMCAST CORP NEW 5.4%
Value ($000) $22,784 Shares 506,649 Est. Cost $33.10 Unrealized +14.4%
CCK CROWN HOLDINGS INC 5.2%
Value ($000) $22,080 Shares 304,373 Est. Cost $43.94 Unrealized +54.2%
NCLH NORWEGIAN CRUISE LINE HLDG L 4.9%
Value ($000) $20,605 Shares 352,771 Est. Cost $52.80 Unrealized -0.0%
DGX QUEST DIAGNOSTICS INC 4.0%
Value ($000) $16,832 Shares 157,621 Est. Cost $90.57 Unrealized +2.1%
SONY SONY CORP 3.9%
Value ($000) $16,556 Shares 243,466 Est. Cost $59.84 Unrealized
KMX CARMAX INC 3.8%
Value ($000) $16,112 Shares 183,780 Est. Cost $81.05 Unrealized +16.1%
GIL GILDAN ACTIVEWEAR INC 3.7%
Value ($000) $15,746 Shares 533,232 Est. Cost $25.91 Unrealized +2.0%
58 COM INC 3.7%
Value ($000) $15,477 Shares 239,102 Est. Cost $66.13 Unrealized
MHK MOHAWK INDS INC 3.6%
Value ($000) $15,014 Shares 110,088 Est. Cost $130.41 Unrealized +4.3%
WBS WEBSTER FINL CORP CONN 3.5%
Value ($000) $14,970 Shares 280,559 Est. Cost $62.87 Unrealized -23.5%
NXPI NXP SEMICONDUCTORS N V 3.4%
Value ($000) $14,545 Shares 114,294 Est. Cost $91.84 Unrealized +14.0%
SABR SABRE CORP 3.4%
Value ($000) $14,533 Shares 647,658 Est. Cost $19.97 Unrealized +11.0%
LKQ LKQ CORP 3.4%
Value ($000) $14,487 Shares 405,797 Est. Cost $29.46 Unrealized +3.5%
TGT TARGET CORP 3.2%
Value ($000) $13,593 Shares 106,020 Est. Cost $67.88 Unrealized +47.1%
LIBERTY MEDIA CORP DELAWARE 3.2%
Value ($000) $13,558 Shares 294,966 Est. Cost $35.50 Unrealized
SVB FINL GROUP 3.2%
Value ($000) $13,524 Shares 53,870 Est. Cost $193.42 Unrealized
NTRS NORTHERN TR CORP 2.9%
Value ($000) $12,461 Shares 117,300 Est. Cost $76.02 Unrealized +11.2%
BHC BAUSCH HEALTH COS INC 2.9%
Value ($000) $12,430 Shares 415,439 Est. Cost $23.65 Unrealized +9.9%
ACM AECOM 2.9%
Value ($000) $12,237 Shares 283,727 Est. Cost $34.48 Unrealized +15.6%
CRL CHARLES RIV LABS INTL INC 2.8%
Value ($000) $11,701 Shares 76,601 Est. Cost $134.80 Unrealized +2.7%
GRACE W R & CO DEL NEW 2.5%
Value ($000) $10,594 Shares 151,675 Est. Cost $69.85 Unrealized
QRVO QORVO INC 2.2%
Value ($000) $9,416 Shares 81,008 Est. Cost $70.23 Unrealized +37.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 2.2%
Value ($000) $9,130 Shares 74,574 Est. Cost $102.91 Unrealized +18.3%
GOOGL ALPHABET INC 2.1%
Value ($000) $8,665 Shares 6,469 Est. Cost $54.32 Unrealized +17.9%
MSFT MICROSOFT CORP 2.0%
Value ($000) $8,408 Shares 53,315 Est. Cost $100.00 Unrealized +39.2%
MO ALTRIA GROUP INC 2.0%
Value ($000) $8,400 Shares 168,312 Est. Cost $28.79 Unrealized 0.0%
AMZN AMAZON COM INC 1.9%
Value ($000) $7,931 Shares 4,292 Est. Cost $87.67 Unrealized +1.0%
LEN LENNAR CORP 1.1%
Value ($000) $4,760 Shares 85,325 Est. Cost $43.37 Unrealized +21.2%
IQV IQVIA HLDGS INC 1.1%
Value ($000) $4,447 Shares 28,780 Est. Cost $101.08 Unrealized +44.4%
AYI ACUITY BRANDS INC 0.7%
Value ($000) $2,867 Shares 20,775 Est. Cost $122.48 Unrealized +2.9%
RUN SUNRUN INC 0.5%
Value ($000) $2,007 Shares 145,306 Est. Cost $13.82 Unrealized +7.8%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,892 Shares 5,879 Est. Cost $275.16 Unrealized
ACWX ISHARES TR 0.4%
Value ($000) $1,862 Shares 37,900 Est. Cost $47.21 Unrealized
MET METLIFE INC 0.3%
Value ($000) $1,183 Shares 23,200 Est. Cost $29.11 Unrealized +35.1%
PFE PFIZER INC 0.2%
Value ($000) $1,034 Shares 26,400 Est. Cost $20.04 Unrealized +33.3%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,010 Shares 4,300 Est. Cost $145.63 Unrealized +33.3%
BALL BALL CORP 0.2%
Value ($000) $854 Shares 13,200 Est. Cost $49.32 Unrealized +27.9%
CCL CARNIVAL CORP 0.2%
Value ($000) $829 Shares 16,300 Est. Cost $49.92 Unrealized -12.1%
RAYTHEON CO 0.2%
Value ($000) $813 Shares 3,700 Est. Cost $153.33 Unrealized
EQM MIDSTREAM PARTNERS LP 0.2%
Value ($000) $793 Shares 26,500 Est. Cost $71.39 Unrealized
VICI VICI PPTYS INC 0.2%
Value ($000) $774 Shares 30,300 Est. Cost $13.03 Unrealized +33.2%
VMC VULCAN MATLS CO 0.2%
Value ($000) $634 Shares 4,400 Est. Cost $101.79 Unrealized +33.4%
TPHS TRINITY PL HLDGS INC 0.1%
Value ($000) $426 Shares 141,456 Est. Cost $3.98 Unrealized -10.4%
TIGO MILLICOM INTL CELLULAR SA 0.1%
Value ($000) $405 Shares 8,395 Est. Cost $62.57 Unrealized -26.7%
LEN/B LENNAR CORP 0.1%
Value ($000) $311 Shares 6,960 Est. Cost $33.81 Unrealized +18.9%
SUTTER ROCK CAP CORP 0.1%
Value ($000) $239 Shares 36,431 Est. Cost $6.24 Unrealized
OPTION CARE HEALTH INC 0.0%
Value ($000) $198 Shares 53,000 Est. Cost $3.74 Unrealized