M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 30, 2020

Total Value ($000): $588,873 (100.0% shares, 0.0% debt)

Holdings (49)

NRG NRG ENERGY INC 5.3%
Value ($000) $31,209 Shares 788,096 Est. Cost $21.75 Unrealized +46.2%
GIL GILDAN ACTIVEWEAR INC 4.8%
Value ($000) $28,428 Shares 936,379 Est. Cost $25.75 Unrealized +6.7%
SABR SABRE CORP 4.6%
Value ($000) $26,975 Shares 1,246,523 Est. Cost $19.95 Unrealized +21.3%
CMCSA COMCAST CORP NEW 4.4%
Value ($000) $26,119 Shares 767,074 Est. Cost $31.95 Unrealized -4.8%
LKQ LKQ CORP 4.1%
Value ($000) $24,228 Shares 1,020,959 Est. Cost $29.46 Unrealized -17.2%
CCK CROWN HOLDINGS INC 4.0%
Value ($000) $23,348 Shares 561,650 Est. Cost $43.94 Unrealized 0.0%
CAESARS ENTMT CORP 3.8%
Value ($000) $22,333 Shares 3,289,144 Est. Cost $11.10 Unrealized
LEN LENNAR CORP 3.7%
Value ($000) $21,691 Shares 554,028 Est. Cost $43.37 Unrealized -13.7%
DOWDUPONT INC 3.7%
Value ($000) $21,568 Shares 403,281 Est. Cost $67.09 Unrealized
LIBERTY MEDIA CORP DELAWARE 3.5%
Value ($000) $20,830 Shares 678,488 Est. Cost $33.46 Unrealized
WBS WEBSTER FINL CORP CONN 3.5%
Value ($000) $20,386 Shares 413,592 Est. Cost $63.60 Unrealized -10.2%
QRVO QORVO INC 3.4%
Value ($000) $19,771 Shares 325,546 Est. Cost $70.23 Unrealized -4.2%
MSFT MICROSOFT CORP 3.3%
Value ($000) $19,356 Shares 190,565 Est. Cost $100.00 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 3.3%
Value ($000) $19,185 Shares 452,588 Est. Cost $53.09 Unrealized -8.7%
IQV IQVIA HLDGS INC 3.1%
Value ($000) $18,322 Shares 157,715 Est. Cost $101.08 Unrealized +19.8%
ACM AECOM 3.1%
Value ($000) $18,242 Shares 688,411 Est. Cost $34.84 Unrealized -16.0%
FBIN FORTUNE BRANDS HOME & SEC IN 3.1%
Value ($000) $18,219 Shares 479,579 Est. Cost $41.95 Unrealized -19.3%
PKG PACKAGING CORP AMER 3.1%
Value ($000) $18,183 Shares 217,855 Est. Cost $90.72 Unrealized -17.6%
MET METLIFE INC 2.9%
Value ($000) $17,182 Shares 418,464 Est. Cost $29.11 Unrealized +15.7%
58 COM INC 2.9%
Value ($000) $16,890 Shares 311,564 Est. Cost $68.94 Unrealized
BHC BAUSCH HEALTH COS INC 2.8%
Value ($000) $16,528 Shares 894,848 Est. Cost $23.72 Unrealized +0.3%
SVB FINL GROUP 2.7%
Value ($000) $15,720 Shares 82,774 Est. Cost $189.91 Unrealized
GCI LIBERTY INC 2.6%
Value ($000) $15,537 Shares 377,465 Est. Cost $52.86 Unrealized
SGI TEMPUR SEALY INTL INC 2.5%
Value ($000) $14,835 Shares 358,330 Est. Cost $15.84 Unrealized -24.4%
RCL ROYAL CARIBBEAN CRUISES LTD 2.5%
Value ($000) $14,534 Shares 148,635 Est. Cost $97.76 Unrealized +5.8%
VICI VICI PPTYS INC 2.4%
Value ($000) $14,033 Shares 747,261 Est. Cost $13.03 Unrealized +9.6%
NTRS NORTHERN TR CORP 2.3%
Value ($000) $13,642 Shares 163,200 Est. Cost $76.02 Unrealized -0.9%
GOOGL ALPHABET INC 1.1%
Value ($000) $6,238 Shares 5,970 Est. Cost $53.79 Unrealized -0.3%
MSFT MICROSOFT CORP 1.0%
Value ($000) $6,125 Shares 60,300 Est. Cost $100.00 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V 1.0%
Value ($000) $6,036 Shares 171,915 Est. Cost $39.24 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $3,749 Shares 15,000 Est. Cost $270.15 Unrealized
SATS ECHOSTAR CORP 0.6%
Value ($000) $3,588 Shares 97,700 Est. Cost $44.29 Unrealized -25.6%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $3,156 Shares 12,627 Est. Cost $270.15 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $2,170 Shares 16,800 Est. Cost $99.75 Unrealized +14.8%
AVGO BROADCOM INC 0.3%
Value ($000) $2,009 Shares 7,900 Est. Cost $19.73 Unrealized -1.8%
CWEN CLEARWAY ENERGY INC 0.3%
Value ($000) $1,922 Shares 111,400 Est. Cost $13.05 Unrealized -0.7%
PFE PFIZER INC 0.3%
Value ($000) $1,881 Shares 43,100 Est. Cost $20.04 Unrealized +49.8%
APOLLO GLOBAL MGMT LLC 0.3%
Value ($000) $1,669 Shares 68,000 Est. Cost $24.69 Unrealized
DLTR DOLLAR TREE INC 0.3%
Value ($000) $1,653 Shares 18,300 Est. Cost $84.46 Unrealized 0.0%
RAYTHEON CO 0.3%
Value ($000) $1,518 Shares 9,900 Est. Cost $153.33 Unrealized
EQM MIDSTREAM PARTNERS LP 0.3%
Value ($000) $1,505 Shares 34,800 Est. Cost $74.08 Unrealized
MACQUARIE INFRASTRUCTURE COR 0.3%
Value ($000) $1,485 Shares 40,600 Est. Cost $39.11 Unrealized
ACWX ISHARES TR 0.2%
Value ($000) $1,196 Shares 28,500 Est. Cost $47.26 Unrealized
TER TERADYNE INC 0.2%
Value ($000) $1,111 Shares 35,400 Est. Cost $33.27 Unrealized -1.5%
ATLAS AIR WORLDWIDE HLDGS IN 0.2%
Value ($000) $1,055 Shares 25,000 Est. Cost $64.06 Unrealized
DISCOVER FINL SVCS 0.2%
Value ($000) $1,050 Shares 17,800 Est. Cost $56.96 Unrealized
GDX VANECK VECTORS ETF TR 0.1%
Value ($000) $865 Shares 41,000 Est. Cost $21.10 Unrealized
GSV CAP CORP 0.1%
Value ($000) $823 Shares 157,642 Est. Cost $6.29 Unrealized
SPIRIT RLTY CAP INC NEW 0.1%
Value ($000) $775 Shares 22,000 Est. Cost $35.23 Unrealized