M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jan 30, 2020

Total Value ($000): $432,064 (100.0% shares, 0.0% debt)

Holdings (54)

NCLH NORWEGIAN CRUISE LINE HLDG L 5.5%
Value ($000) $23,717 Shares 442,237 Est. Cost $52.80 Unrealized +5.3%
CCK CROWN HOLDINGS INC 5.1%
Value ($000) $21,947 Shares 359,202 Est. Cost $43.94 Unrealized +26.1%
SABR SABRE CORP 5.1%
Value ($000) $21,907 Shares 986,793 Est. Cost $19.97 Unrealized +7.3%
NRG NRG ENERGY INC 4.2%
Value ($000) $18,244 Shares 519,484 Est. Cost $21.75 Unrealized +44.3%
GIL GILDAN ACTIVEWEAR INC 4.1%
Value ($000) $17,636 Shares 455,933 Est. Cost $25.75 Unrealized +30.0%
CMCSA COMCAST CORP NEW 4.0%
Value ($000) $17,195 Shares 406,676 Est. Cost $31.95 Unrealized +11.2%
LKQ LKQ CORP 3.8%
Value ($000) $16,220 Shares 609,504 Est. Cost $29.46 Unrealized -14.7%
FBIN FORTUNE BRANDS HOME & SEC IN 3.7%
Value ($000) $15,949 Shares 279,175 Est. Cost $41.34 Unrealized -2.7%
MHK MOHAWK INDS INC 3.7%
Value ($000) $15,847 Shares 107,462 Est. Cost $130.19 Unrealized +6.3%
WBS WEBSTER FINL CORP CONN 3.6%
Value ($000) $15,729 Shares 329,271 Est. Cost $62.87 Unrealized -20.8%
BHC BAUSCH HEALTH COS INC 3.4%
Value ($000) $14,869 Shares 589,581 Est. Cost $23.74 Unrealized +0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 3.4%
Value ($000) $14,753 Shares 129,944 Est. Cost $102.91 Unrealized 0.0%
GCI LIBERTY INC 3.4%
Value ($000) $14,497 Shares 235,886 Est. Cost $52.86 Unrealized
ACM AECOM 3.2%
Value ($000) $13,791 Shares 364,342 Est. Cost $34.46 Unrealized -7.3%
QRVO QORVO INC 3.1%
Value ($000) $13,394 Shares 201,074 Est. Cost $70.23 Unrealized -1.1%
NTRS NORTHERN TR CORP 2.9%
Value ($000) $12,429 Shares 138,102 Est. Cost $76.02 Unrealized -1.3%
SVB FINL GROUP 2.8%
Value ($000) $12,265 Shares 54,613 Est. Cost $193.11 Unrealized
KMX CARMAX INC 2.8%
Value ($000) $12,217 Shares 140,700 Est. Cost $78.21 Unrealized 0.0%
58 COM INC 2.7%
Value ($000) $11,499 Shares 184,948 Est. Cost $68.88 Unrealized
VMC VULCAN MATLS CO 2.5%
Value ($000) $10,842 Shares 78,961 Est. Cost $101.79 Unrealized +18.4%
LIBERTY MEDIA CORP DELAWARE 2.4%
Value ($000) $10,312 Shares 275,671 Est. Cost $33.46 Unrealized
TGT TARGET CORP 2.3%
Value ($000) $10,087 Shares 116,468 Est. Cost $67.73 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 2.2%
Value ($000) $9,362 Shares 41,359 Est. Cost $145.63 Unrealized +21.0%
CCL CARNIVAL CORP 1.9%
Value ($000) $8,279 Shares 177,858 Est. Cost $50.30 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $7,911 Shares 27,000 Est. Cost $270.15 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $7,530 Shares 56,215 Est. Cost $100.00 Unrealized +19.5%
CRL CHARLES RIV LABS INTL INC 1.5%
Value ($000) $6,582 Shares 46,380 Est. Cost $135.63 Unrealized 0.0%
GOOGL ALPHABET INC 1.5%
Value ($000) $6,464 Shares 5,970 Est. Cost $53.79 Unrealized +6.8%
AMZN AMAZON COM INC 1.2%
Value ($000) $5,217 Shares 2,755 Est. Cost $85.74 Unrealized +8.6%
RUN SUNRUN INC 1.2%
Value ($000) $5,040 Shares 268,655 Est. Cost $13.82 Unrealized +17.6%
IQV IQVIA HLDGS INC 1.1%
Value ($000) $4,631 Shares 28,780 Est. Cost $101.08 Unrealized +38.8%
LEN LENNAR CORP 1.0%
Value ($000) $4,494 Shares 92,725 Est. Cost $43.37 Unrealized +5.8%
AYI ACUITY BRANDS INC 0.8%
Value ($000) $3,601 Shares 26,110 Est. Cost $122.48 Unrealized +9.8%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,067 Shares 14,800 Est. Cost $107.88 Unrealized +18.7%
MET METLIFE INC 0.5%
Value ($000) $1,991 Shares 40,100 Est. Cost $29.11 Unrealized +29.1%
DLTR DOLLAR TREE INC 0.5%
Value ($000) $1,976 Shares 18,400 Est. Cost $84.46 Unrealized +24.6%
RAYTHEON CO 0.4%
Value ($000) $1,722 Shares 9,900 Est. Cost $153.33 Unrealized
EQM MIDSTREAM PARTNERS LP 0.4%
Value ($000) $1,720 Shares 38,500 Est. Cost $71.39 Unrealized
TER TERADYNE INC 0.4%
Value ($000) $1,677 Shares 35,000 Est. Cost $33.27 Unrealized +32.4%
PFE PFIZER INC 0.4%
Value ($000) $1,655 Shares 38,200 Est. Cost $20.04 Unrealized +45.8%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,509 Shares 5,149 Est. Cost $270.15 Unrealized
TIGO MILLICOM INTL CELLULAR SA 0.3%
Value ($000) $1,406 Shares 25,170 Est. Cost $62.57 Unrealized -8.5%
RCL ROYAL CARIBBEAN CRUISES LTD 0.3%
Value ($000) $1,394 Shares 11,500 Est. Cost $97.76 Unrealized +19.2%
VICI VICI PPTYS INC 0.3%
Value ($000) $1,386 Shares 62,900 Est. Cost $13.03 Unrealized +19.8%
ACWX ISHARES TR 0.3%
Value ($000) $1,333 Shares 28,500 Est. Cost $47.26 Unrealized
APOLLO GLOBAL MGMT LLC 0.3%
Value ($000) $1,314 Shares 38,300 Est. Cost $24.69 Unrealized
BALL BALL CORP 0.3%
Value ($000) $1,274 Shares 18,200 Est. Cost $49.32 Unrealized +16.8%
CB CHUBB LIMITED 0.3%
Value ($000) $1,149 Shares 7,800 Est. Cost $99.75 Unrealized +29.7%
PKG PACKAGING CORP AMER 0.3%
Value ($000) $1,106 Shares 11,603 Est. Cost $90.72 Unrealized -13.1%
GSV CAP CORP 0.2%
Value ($000) $1,067 Shares 166,642 Est. Cost $6.30 Unrealized
CWEN CLEARWAY ENERGY INC 0.2%
Value ($000) $1,033 Shares 61,300 Est. Cost $13.05 Unrealized -13.2%
TPHS TRINITY PL HLDGS INC 0.1%
Value ($000) $399 Shares 101,000 Est. Cost $4.08 Unrealized 0.0%
ATLAS AIR WORLDWIDE HLDGS IN 0.1%
Value ($000) $354 Shares 7,940 Est. Cost $64.06 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $75 Shares 1,960 Est. Cost $32.23 Unrealized +9.6%