M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Jan 30, 2020

Total Value ($000): $627,598 (100.0% shares, 0.0% debt)

Holdings (53)

NCLH NORWEGIAN CRUISE LINE HLDG L 4.9%
Value ($000) $30,705 Shares 558,674 Est. Cost $52.80 Unrealized -2.4%
CCK CROWN HOLDINGS INC 4.6%
Value ($000) $28,800 Shares 527,769 Est. Cost $43.94 Unrealized +11.6%
NRG NRG ENERGY INC 4.6%
Value ($000) $28,592 Shares 673,071 Est. Cost $21.75 Unrealized +58.3%
GIL GILDAN ACTIVEWEAR INC 4.5%
Value ($000) $28,429 Shares 790,348 Est. Cost $25.75 Unrealized +18.5%
LKQ LKQ CORP 4.5%
Value ($000) $28,389 Shares 1,000,311 Est. Cost $29.46 Unrealized -18.0%
CMCSA COMCAST CORP NEW 4.3%
Value ($000) $27,234 Shares 681,182 Est. Cost $31.95 Unrealized -1.3%
SABR SABRE CORP 4.3%
Value ($000) $26,937 Shares 1,259,320 Est. Cost $19.97 Unrealized +11.1%
BHC BAUSCH HEALTH COS INC 4.0%
Value ($000) $24,962 Shares 1,010,598 Est. Cost $23.74 Unrealized +0.6%
FBIN FORTUNE BRANDS HOME & SEC IN 4.0%
Value ($000) $24,894 Shares 522,895 Est. Cost $41.34 Unrealized -16.4%
WBS WEBSTER FINL CORP CONN 3.6%
Value ($000) $22,719 Shares 448,350 Est. Cost $62.87 Unrealized -13.8%
ACM AECOM 3.5%
Value ($000) $21,773 Shares 733,825 Est. Cost $34.46 Unrealized -16.6%
58 COM INC 3.3%
Value ($000) $20,880 Shares 317,916 Est. Cost $68.88 Unrealized
CAESARS ENTMT CORP 3.3%
Value ($000) $20,511 Shares 2,360,344 Est. Cost $11.10 Unrealized
SVB FINL GROUP 3.3%
Value ($000) $20,416 Shares 91,816 Est. Cost $193.11 Unrealized
LEN LENNAR CORP 3.2%
Value ($000) $20,284 Shares 413,192 Est. Cost $43.37 Unrealized -4.1%
QRVO QORVO INC 3.2%
Value ($000) $20,150 Shares 280,916 Est. Cost $70.23 Unrealized -5.7%
PKG PACKAGING CORP AMER 3.1%
Value ($000) $19,654 Shares 197,769 Est. Cost $90.72 Unrealized -15.1%
LIBERTY MEDIA CORP DELAWARE 3.1%
Value ($000) $19,243 Shares 549,016 Est. Cost $33.46 Unrealized
GCI LIBERTY INC 3.0%
Value ($000) $18,872 Shares 339,368 Est. Cost $52.86 Unrealized
SPY SPDR S&P 500 ETF TR 2.8%
Value ($000) $17,796 Shares 63,000 Est. Cost $270.15 Unrealized
MSFT MICROSOFT CORP 2.8%
Value ($000) $17,380 Shares 147,359 Est. Cost $100.00 Unrealized +2.3%
MHK MOHAWK INDS INC 2.7%
Value ($000) $17,172 Shares 136,120 Est. Cost $130.19 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 2.4%
Value ($000) $14,894 Shares 77,997 Est. Cost $145.63 Unrealized 0.0%
BALL BALL CORP 2.4%
Value ($000) $14,763 Shares 255,156 Est. Cost $49.32 Unrealized 0.0%
VMC VULCAN MATLS CO 2.3%
Value ($000) $14,351 Shares 121,209 Est. Cost $101.79 Unrealized 0.0%
NTRS NORTHERN TR CORP 2.2%
Value ($000) $13,788 Shares 152,500 Est. Cost $76.02 Unrealized -4.0%
BKNG BOOKING HLDGS INC 1.6%
Value ($000) $9,733 Shares 5,578 Est. Cost $1755.46 Unrealized 0.0%
GOOGL ALPHABET INC 1.1%
Value ($000) $7,026 Shares 5,970 Est. Cost $53.79 Unrealized +4.2%
PHG KONINKLIJKE PHILIPS N V 0.7%
Value ($000) $4,313 Shares 105,555 Est. Cost $39.24 Unrealized
IQV IQVIA HLDGS INC 0.7%
Value ($000) $4,140 Shares 28,780 Est. Cost $101.08 Unrealized +31.9%
RUN SUNRUN INC 0.6%
Value ($000) $3,693 Shares 262,655 Est. Cost $13.77 Unrealized 0.0%
AMZN AMAZON COM INC 0.6%
Value ($000) $3,659 Shares 2,055 Est. Cost $83.22 Unrealized 0.0%
AYI ACUITY BRANDS INC 0.5%
Value ($000) $2,922 Shares 24,350 Est. Cost $121.61 Unrealized 0.0%
TIGO MILLICOM INTL CELLULAR SA 0.4%
Value ($000) $2,600 Shares 42,430 Est. Cost $62.57 Unrealized 0.0%
RH RH 0.3%
Value ($000) $2,131 Shares 20,700 Est. Cost $136.17 Unrealized 0.0%
MET METLIFE INC 0.3%
Value ($000) $2,056 Shares 48,300 Est. Cost $29.11 Unrealized +20.4%
DLTR DOLLAR TREE INC 0.3%
Value ($000) $1,933 Shares 18,400 Est. Cost $84.46 Unrealized +16.2%
RAYTHEON CO 0.3%
Value ($000) $1,803 Shares 9,900 Est. Cost $153.33 Unrealized
EQM MIDSTREAM PARTNERS LP 0.3%
Value ($000) $1,777 Shares 38,500 Est. Cost $71.39 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $1,643 Shares 14,800 Est. Cost $107.88 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $1,622 Shares 38,200 Est. Cost $20.04 Unrealized +45.9%
VICI VICI PPTYS INC 0.2%
Value ($000) $1,497 Shares 68,400 Est. Cost $13.03 Unrealized +11.9%
APOLLO GLOBAL MGMT LLC 0.2%
Value ($000) $1,495 Shares 52,900 Est. Cost $24.69 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,454 Shares 5,149 Est. Cost $270.15 Unrealized
TER TERADYNE INC 0.2%
Value ($000) $1,395 Shares 35,000 Est. Cost $33.27 Unrealized +8.8%
ACWX ISHARES TR 0.2%
Value ($000) $1,319 Shares 28,500 Est. Cost $47.26 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $1,318 Shares 11,500 Est. Cost $97.76 Unrealized +10.6%
GSV CAP CORP 0.2%
Value ($000) $1,195 Shares 157,642 Est. Cost $6.29 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $1,177 Shares 8,400 Est. Cost $99.75 Unrealized +18.8%
CWEN CLEARWAY ENERGY INC 0.2%
Value ($000) $947 Shares 62,700 Est. Cost $13.05 Unrealized -18.6%
GDX VANECK VECTORS ETF TR 0.1%
Value ($000) $684 Shares 30,530 Est. Cost $21.10 Unrealized
ATLAS AIR WORLDWIDE HLDGS IN 0.1%
Value ($000) $401 Shares 7,940 Est. Cost $64.06 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $77 Shares 1,960 Est. Cost $32.23 Unrealized 0.0%