M.D. Sass, Inc. Diversified Active

CIK: 0000922940 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Jan 30, 2020

Total Value ($000): $757,975 (100.0% shares, 0.0% debt)

Holdings (47)

SPY SPDR S&P 500 ETF TR 5.8%
Value ($000) $44,015 Shares 151,400 Est. Cost $270.15 Unrealized
NRG NRG ENERGY INC 5.5%
Value ($000) $41,780 Shares 1,117,100 Est. Cost $21.75 Unrealized +28.1%
NCLH NORWEGIAN CRUISE LINE HLDG L 4.9%
Value ($000) $36,781 Shares 640,438 Est. Cost $53.09 Unrealized -2.5%
SABR SABRE CORP 4.4%
Value ($000) $32,988 Shares 1,264,898 Est. Cost $19.95 Unrealized +28.7%
PHG KONINKLIJKE PHILIPS N V 4.3%
Value ($000) $32,823 Shares 721,222 Est. Cost $39.24 Unrealized
CAESARS ENTMT CORP 4.3%
Value ($000) $32,792 Shares 3,199,144 Est. Cost $11.22 Unrealized
ARRIS INTL INC 4.1%
Value ($000) $30,936 Shares 1,190,276 Est. Cost $24.25 Unrealized
CMCSA COMCAST CORP NEW 3.9%
Value ($000) $29,535 Shares 834,049 Est. Cost $31.95 Unrealized -8.2%
GIL GILDAN ACTIVEWEAR INC 3.8%
Value ($000) $29,019 Shares 953,648 Est. Cost $25.75 Unrealized 0.0%
LKQ LKQ CORP 3.8%
Value ($000) $28,578 Shares 902,384 Est. Cost $30.13 Unrealized -1.0%
LEN LENNAR CORP 3.5%
Value ($000) $26,657 Shares 570,953 Est. Cost $43.37 Unrealized +6.6%
FBIN FORTUNE BRANDS HOME & SEC IN 3.4%
Value ($000) $26,006 Shares 496,654 Est. Cost $41.95 Unrealized 0.0%
IQV IQVIA HLDGS INC 3.3%
Value ($000) $25,149 Shares 193,835 Est. Cost $101.08 Unrealized +18.8%
WBS WEBSTER FINL CORP CONN 3.3%
Value ($000) $24,842 Shares 421,343 Est. Cost $63.60 Unrealized +2.3%
PKG PACKAGING CORP AMER 3.3%
Value ($000) $24,773 Shares 225,849 Est. Cost $90.72 Unrealized -0.9%
DOWDUPONT INC 3.1%
Value ($000) $23,606 Shares 367,056 Est. Cost $68.44 Unrealized
LIBERTY MEDIA CORP DELAWARE 3.0%
Value ($000) $22,968 Shares 617,585 Est. Cost $33.74 Unrealized
MET METLIFE INC 3.0%
Value ($000) $22,900 Shares 490,154 Est. Cost $29.11 Unrealized +22.1%
VICI VICI PPTYS INC 3.0%
Value ($000) $22,670 Shares 1,048,591 Est. Cost $13.03 Unrealized +6.7%
QRVO QORVO INC 3.0%
Value ($000) $22,612 Shares 294,071 Est. Cost $70.55 Unrealized +13.5%
ACM AECOM 2.8%
Value ($000) $21,208 Shares 649,371 Est. Cost $35.18 Unrealized -9.9%
GCI LIBERTY INC 2.8%
Value ($000) $21,166 Shares 415,025 Est. Cost $52.86 Unrealized
SGI TEMPUR SEALY INTL INC 2.8%
Value ($000) $20,913 Shares 395,330 Est. Cost $15.84 Unrealized -15.8%
58 COM INC 2.8%
Value ($000) $20,885 Shares 283,770 Est. Cost $70.38 Unrealized
AIG AMERICAN INTL GROUP INC 2.7%
Value ($000) $20,235 Shares 380,076 Est. Cost $49.37 Unrealized -10.5%
RCL ROYAL CARIBBEAN CRUISES LTD 2.6%
Value ($000) $20,069 Shares 154,450 Est. Cost $97.76 Unrealized +12.5%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $7,979 Shares 27,444 Est. Cost $270.15 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $6,884 Shares 27,900 Est. Cost $19.73 Unrealized -7.4%
SATS ECHOSTAR CORP 0.6%
Value ($000) $4,873 Shares 105,100 Est. Cost $44.29 Unrealized -14.0%
GOOGL ALPHABET INC 0.4%
Value ($000) $3,259 Shares 2,700 Est. Cost $53.98 Unrealized +11.3%
MACQUARIE INFRASTRUCTURE COR 0.3%
Value ($000) $2,555 Shares 55,400 Est. Cost $39.11 Unrealized
APOLLO GLOBAL MGMT LLC 0.3%
Value ($000) $2,546 Shares 73,700 Est. Cost $24.69 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $2,218 Shares 16,600 Est. Cost $99.57 Unrealized +19.7%
CWEN CLEARWAY ENERGY INC 0.3%
Value ($000) $2,094 Shares 108,800 Est. Cost $13.05 Unrealized 0.0%
EQT MIDSTREAM PARTNERS LP 0.3%
Value ($000) $1,968 Shares 37,300 Est. Cost $74.08 Unrealized
EQT EQT CORP 0.3%
Value ($000) $1,966 Shares 44,435 Est. Cost $34.31 Unrealized -25.6%
PFE PFIZER INC 0.3%
Value ($000) $1,900 Shares 43,100 Est. Cost $20.04 Unrealized +38.0%
BHC BAUSCH HEALTH COS INC 0.2%
Value ($000) $1,792 Shares 69,800 Est. Cost $22.90 Unrealized 0.0%
ATLAS AIR WORLDWIDE HLDGS IN 0.2%
Value ($000) $1,594 Shares 25,000 Est. Cost $64.06 Unrealized
MAT MATTEL INC 0.2%
Value ($000) $1,570 Shares 100,000 Est. Cost $16.01 Unrealized 0.0%
DISCOVER FINL SVCS 0.2%
Value ($000) $1,483 Shares 19,400 Est. Cost $56.96 Unrealized
SPIRIT RLTY CAP INC NEW 0.2%
Value ($000) $1,479 Shares 183,500 Est. Cost $8.37 Unrealized
WYNDHAM DESTINATIONS INC 0.2%
Value ($000) $1,453 Shares 33,500 Est. Cost $44.26 Unrealized
ACWX ISHARES TR 0.2%
Value ($000) $1,359 Shares 28,500 Est. Cost $47.26 Unrealized
TER TERADYNE INC 0.2%
Value ($000) $1,272 Shares 34,400 Est. Cost $33.29 Unrealized +16.6%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $1,134 Shares 11,100 Est. Cost $85.59 Unrealized 0.0%
GSV CAP CORP 0.1%
Value ($000) $691 Shares 100,000 Est. Cost $6.91 Unrealized