Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$1.14B
Total Bought
$339.66M
Total Sold
$531.45M
Net Transaction
-$191.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMPHENOL CORP NEW01,045,366+1,045,366068,5666.03%+68,566
WILLIAMS COS INC(WMB)0980,392+980,392058,5885.16%+58,588
QUANTA SVCS INC0207,373+207,373052,7104.64%+52,710
CAPITAL ONE FINL CORP(COF)0243,583+243,583043,6743.84%+43,674
SLM CORP(SLM)01,270,579+1,270,579037,3173.28%+37,317
DANAHER CORPORATION(DHR)155,987313,321+157,33435,80764,2315.65%+28,424
WELLTOWER INC(WELL)386,946422,000+35,05448,76764,6555.69%+15,888
EQUITABLE HLDGS INC543,868699,064+155,19625,65436,4143.21%+10,760
ISHARES TR040,000+40,00007,9800.70%+7,980
MARTIN MARIETTA MATLS INC(MLM)100,158124,356+24,19851,73259,4595.23%+7,727
CLEAN HARBORS INC(CLH)278,358347,335+68,97764,06168,4606.03%+4,398
INTERCONTINENTAL EXCHANGE IN(ICE)403,415360,036-43,37960,11362,1065.47%+1,993
ISHARES TR49,10061,760+12,6602,5613,4250.30%+864
SPDR S&P 500 ETF TR(SPY)10,22010,980+7605,9906,1420.54%+152
BLUE OWL CAPITAL INC(OBDC)157,586180,638+23,0523,6653,6200.32%-45
ALPHABET INC(GOOG)10,92010,684-2362,0671,6520.15%-415
MICROSOFT CORP(MSFT)9,7888,519-1,2694,1263,1980.28%-928
CANADIAN PACIFIC KANSAS CITY(CP)843,934856,161+12,22761,07660,1115.29%-964
WABTEC(WAB)5,2680-5,2689990-999
PALO ALTO NETWORKS INC(PANW)32,04427,712-4,3325,8314,7290.42%-1,102
CBRE GROUP INC(CBRE)385,221377,417-7,80450,57649,3594.34%-1,217
AMETEK INC359,328366,994+7,66664,77363,1745.56%-1,598
AMAZON COM INC(AMZN)43,16536,761-6,4049,4706,9940.62%-2,476
NVIDIA CORPORATION(NVDA)19,8310-19,8312,6630-2,663
WALKER & DUNLOP INC(WD)264,855253,435-11,42025,74721,6331.90%-4,113
JPMORGAN CHASE & CO.(JPM)128,302108,585-19,71730,75526,6362.34%-4,119
ISHARES TR62,6500-62,6504,9270-4,927
AON PLC(AON)171,341140,434-30,90761,53956,0464.93%-5,493
LIBERTY MEDIA CORP DEL(FWONA)666,532502,774-163,75861,76145,2553.98%-16,506
API GROUP CORP(APG)2,276,4071,810,751-465,65681,88264,7525.70%-17,130
ISHARES TR(Put)400,0000-400,00023,5980-23,598
JABIL INC(JBL)417,980260,953-157,02760,14735,5083.13%-24,640
ISHARES TR197,77458,228-139,54636,61410,9560.96%-25,658
CROWN HLDGS INC(CCK)677,043285,835-391,20855,98525,5142.25%-30,471
VANGUARD INDEX FDS131,01840,830-90,18870,59420,9831.85%-49,611
CACI INTL INC(CACI)134,2026,239-127,96354,2262,2890.20%-51,936
SBA COMMUNICATIONS CORP NEW(SBAC)290,9250-290,92559,2910-59,291
BECTON DICKINSON & CO(BDX)280,6100-280,61063,6620-63,662
MARVELL TECHNOLOGY INC(MRVL)599,0960-599,09666,1700-66,170
CHARLES RIV LABS INTL INC(CRL)391,8240-391,82472,3310-72,331
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