M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Jan 30, 2020

Total Value ($000): $423,659 (100.0% shares, 0.0% debt)

Holdings (53)

NRG NRG ENERGY INC 5.1%
Value ($000) $21,728 Shares 548,669 Est. Cost $22.19 Unrealized +35.7%
SABR SABRE CORP 5.1%
Value ($000) $21,699 Shares 968,738 Est. Cost $19.97 Unrealized +17.8%
CCK CROWN HOLDINGS INC 5.0%
Value ($000) $21,349 Shares 323,174 Est. Cost $43.94 Unrealized +38.6%
NCLH NORWEGIAN CRUISE LINE HLDG L 5.0%
Value ($000) $21,095 Shares 407,471 Est. Cost $52.80 Unrealized -3.9%
CMCSA COMCAST CORP NEW 4.5%
Value ($000) $19,243 Shares 426,877 Est. Cost $32.21 Unrealized +16.4%
DGX QUEST DIAGNOSTICS INC 3.9%
Value ($000) $16,489 Shares 154,057 Est. Cost $90.53 Unrealized 0.0%
ACM AECOM 3.5%
Value ($000) $14,872 Shares 395,945 Est. Cost $34.48 Unrealized +0.5%
GIL GILDAN ACTIVEWEAR INC 3.4%
Value ($000) $14,499 Shares 408,418 Est. Cost $25.75 Unrealized +31.3%
BHC BAUSCH HEALTH COS INC 3.4%
Value ($000) $14,239 Shares 651,683 Est. Cost $23.65 Unrealized -3.3%
WBS WEBSTER FINL CORP CONN 3.3%
Value ($000) $14,150 Shares 301,906 Est. Cost $62.87 Unrealized -24.8%
KMX CARMAX INC 3.3%
Value ($000) $14,091 Shares 160,131 Est. Cost $79.13 Unrealized +8.5%
NXPI NXP SEMICONDUCTORS N V 3.3%
Value ($000) $13,921 Shares 127,563 Est. Cost $91.84 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC 3.1%
Value ($000) $13,289 Shares 100,394 Est. Cost $134.80 Unrealized -0.5%
SONY SONY CORP 3.1%
Value ($000) $13,248 Shares 224,056 Est. Cost $59.13 Unrealized
MHK MOHAWK INDS INC 3.1%
Value ($000) $13,154 Shares 106,016 Est. Cost $130.19 Unrealized -1.4%
LKQ LKQ CORP 3.1%
Value ($000) $13,134 Shares 417,607 Est. Cost $29.46 Unrealized -16.6%
FBIN FORTUNE BRANDS HOME & SEC IN 3.1%
Value ($000) $13,009 Shares 237,822 Est. Cost $41.34 Unrealized -0.2%
TGT TARGET CORP 3.0%
Value ($000) $12,608 Shares 117,935 Est. Cost $67.88 Unrealized +18.4%
NTRS NORTHERN TR CORP 2.9%
Value ($000) $12,414 Shares 133,027 Est. Cost $76.02 Unrealized -0.9%
QRVO QORVO INC 2.8%
Value ($000) $11,871 Shares 160,107 Est. Cost $70.23 Unrealized +3.5%
SVB FINL GROUP 2.7%
Value ($000) $11,643 Shares 55,720 Est. Cost $193.42 Unrealized
58 COM INC 2.5%
Value ($000) $10,501 Shares 212,951 Est. Cost $66.30 Unrealized
LIBERTY MEDIA CORP DELAWARE 2.4%
Value ($000) $10,275 Shares 247,050 Est. Cost $33.46 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 2.3%
Value ($000) $9,598 Shares 76,574 Est. Cost $102.91 Unrealized +21.2%
CCL CARNIVAL CORP 2.0%
Value ($000) $8,363 Shares 191,333 Est. Cost $49.92 Unrealized -10.2%
GOOGL ALPHABET INC 1.8%
Value ($000) $7,687 Shares 6,295 Est. Cost $54.05 Unrealized +8.7%
MSFT MICROSOFT CORP 1.8%
Value ($000) $7,580 Shares 54,515 Est. Cost $100.00 Unrealized +29.9%
AMZN AMAZON COM INC 1.5%
Value ($000) $6,440 Shares 3,710 Est. Cost $87.54 Unrealized +5.9%
LEN LENNAR CORP 1.2%
Value ($000) $4,906 Shares 87,825 Est. Cost $43.37 Unrealized +3.4%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $4,452 Shares 15,000 Est. Cost $271.75 Unrealized
IQV IQVIA HLDGS INC 1.0%
Value ($000) $4,299 Shares 28,780 Est. Cost $101.08 Unrealized +54.0%
RUN SUNRUN INC 0.9%
Value ($000) $3,999 Shares 239,409 Est. Cost $13.82 Unrealized +26.3%
AYI ACUITY BRANDS INC 0.8%
Value ($000) $3,317 Shares 24,610 Est. Cost $122.48 Unrealized +4.1%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,626 Shares 5,479 Est. Cost $271.75 Unrealized
ACWX ISHARES TR 0.4%
Value ($000) $1,607 Shares 34,900 Est. Cost $47.04 Unrealized
MET METLIFE INC 0.3%
Value ($000) $1,264 Shares 26,800 Est. Cost $29.11 Unrealized +32.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,251 Shares 9,600 Est. Cost $107.88 Unrealized +24.4%
APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $1,210 Shares 32,000 Est. Cost $37.81 Unrealized
VICI VICI PPTYS INC 0.3%
Value ($000) $1,198 Shares 52,900 Est. Cost $13.03 Unrealized +18.6%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,131 Shares 5,100 Est. Cost $145.63 Unrealized +32.2%
BALL BALL CORP 0.3%
Value ($000) $1,129 Shares 15,500 Est. Cost $49.32 Unrealized +40.4%
PFE PFIZER INC 0.3%
Value ($000) $1,107 Shares 30,800 Est. Cost $20.04 Unrealized +34.8%
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,040 Shares 9,600 Est. Cost $97.76 Unrealized +8.3%
SUTTER ROCK CAP CORP 0.2%
Value ($000) $1,040 Shares 166,642 Est. Cost $6.24 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $1,033 Shares 6,400 Est. Cost $99.75 Unrealized +39.7%
EQM MIDSTREAM PARTNERS LP 0.2%
Value ($000) $1,030 Shares 31,500 Est. Cost $71.39 Unrealized
CWEN CLEARWAY ENERGY INC 0.2%
Value ($000) $863 Shares 47,300 Est. Cost $13.05 Unrealized -1.5%
RAYTHEON CO 0.2%
Value ($000) $863 Shares 4,400 Est. Cost $153.33 Unrealized
VMC VULCAN MATLS CO 0.2%
Value ($000) $817 Shares 5,400 Est. Cost $101.79 Unrealized +31.3%
TIGO MILLICOM INTL CELLULAR SA 0.2%
Value ($000) $803 Shares 16,500 Est. Cost $62.57 Unrealized -16.5%
PKG PACKAGING CORP AMER 0.2%
Value ($000) $690 Shares 6,500 Est. Cost $90.72 Unrealized -8.1%
TPHS TRINITY PL HLDGS INC 0.1%
Value ($000) $486 Shares 121,456 Est. Cost $4.04 Unrealized -4.5%
LEN/B LENNAR CORP 0.1%
Value ($000) $309 Shares 6,960 Est. Cost $33.81 Unrealized +1.8%