Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$845.01M
Total Bought
$214.25M
Total Sold
$185.98M
Net Transaction
+$28.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CROWN HLDGS INC(CCK)0521,286+521,286041,3174.89%+41,317
SBA COMMUNICATIONS CORP NEW(SBAC)54,054198,524+144,47013,71343,0205.09%+29,307
SPDR S&P 500 ETF TR(SPY)(Put)050,000+50,000026,154+26,154
DOLLAR GEN CORP NEW(DG)0154,804+154,804024,1592.86%+24,159
TARGET CORP(TGT)0106,434+106,434018,8612.23%+18,861
LAMB WESTON HLDGS INC(LW)225,602404,967+179,36524,38543,1415.11%+18,756
VANGUARD INDEX FDS164,516188,088+23,57271,86190,41410.70%+18,553
AIR PRODS & CHEMS INC074,149+74,149017,9642.13%+17,964
JABIL INC(JBL)225,713282,917+57,20428,75637,8974.48%+9,141
CLEAN HARBORS INC(CLH)226,403225,168-1,23539,51045,3295.36%+5,819
LIBERTY MEDIA CORP DEL(FWONA)759,464813,046+53,58247,94553,3366.31%+5,391
API GROUP CORP(APG)1,381,9811,338,413-43,56847,81752,5596.22%+4,743
RTX CORPORATION(RTX)183,605180,850-2,75515,44917,6382.09%+2,190
CBRE GROUP INC(CBRE)334,453342,150+7,69731,13433,2713.94%+2,136
AMAZON COM INC(AMZN)39,06540,165+1,1005,9367,2450.86%+1,309
PROSHARES TR0115,000+115,00001,2050.14%+1,205
SPDR S&P 500 ETF TR(SPY)9,5209,52004,5254,9800.59%+455
NVIDIA CORPORATION(NVDA)1,6501,330-3208171,2020.14%+385
ISHARES TR43,10043,10002,2002,3010.27%+101
CACI INTL INC(CACI)140,420120,097-20,32345,47645,4965.38%+20
OPTION CARE HEALTH INC(OPCH)36,91336,91301,2441,2380.15%-6
DANAHER CORPORATION(DHR)133,316123,453-9,86330,84130,8293.65%-13
MICROSOFT CORP(MSFT)8,3656,608-1,7573,1462,7800.33%-365
CHEMED CORP NEW(CHE)57,01351,108-5,90533,33832,8083.88%-531
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)3,2000-3,2008750-875
PALO ALTO NETWORKS INC(PANW)52,35148,808-3,54315,43713,8681.64%-1,569
CHARLES RIV LABS INTL INC(CRL)181,186149,453-31,73342,83240,4944.79%-2,338
ON SEMICONDUCTOR CORP(ON)359,817340,049-19,76830,05625,0112.96%-5,045
CENCORA INC129,84988,246-41,60326,66821,4432.54%-5,225
SPDR SER TR
ST STR BLO 1 ETF
58,5920-58,5925,3550-5,355
WALKER & DUNLOP INC(WD)188,737143,535-45,20220,95214,5061.72%-6,446
ISHARES TR267,300137,300-130,00020,68610,6721.26%-10,014
WARNER MUSIC GROUP CORP(WMG)974,599714,161-260,43834,88123,5822.79%-11,299
BLUE OWL CAPITAL INC(OBDC)2,631,8531,252,083-1,379,77039,21523,6142.79%-15,600
WABTEC(WAB)319,781156,738-163,04340,58022,8342.70%-17,747
ISHARES TR(Put)750,000200,000-550,00058,04315,546-42,496
TKO GROUP HOLDINGS INC(TKO)587,1780-587,17847,9020-47,902
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