Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$1.23B
Total Bought
$632.99M
Total Sold
$127.54M
Net Transaction
+$505.45M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)50,000300,000+250,00026,154163,266+137,113
MARVELL TECHNOLOGY INC(MRVL)01,007,381+1,007,381070,4165.73%+70,416
AMETEK INC0284,037+284,037047,3523.85%+47,352
CACI INTL INC(CACI)120,097197,212+77,11545,49684,8276.90%+39,330
LIBERTY MEDIA CORP DEL(FWONA)813,0461,285,233+472,18753,33692,3317.51%+38,995
CLEAN HARBORS INC(CLH)225,168327,477+102,30945,32974,0596.03%+28,730
API GROUP CORP(APG)1,338,4132,152,878+814,46552,55981,0136.59%+28,453
JABIL INC(JBL)282,917590,571+307,65437,89764,2485.23%+26,351
CHARLES RIV LABS INTL INC(CRL)149,453308,945+159,49240,49463,8225.19%+23,328
CROWN HLDGS INC(CCK)521,286839,035+317,74941,31762,4165.08%+21,099
SBA COMMUNICATIONS CORP NEW(SBAC)198,524322,506+123,98243,02063,3085.15%+20,288
DANAHER CORPORATION(DHR)123,453199,678+76,22530,82949,8904.06%+19,061
LAMB WESTON HLDGS INC(LW)404,967732,673+327,70643,14161,6035.01%+18,462
AIR PRODS & CHEMS INC74,149130,576+56,42717,96433,6952.74%+15,731
CBRE GROUP INC(CBRE)342,150541,144+198,99433,27148,2213.92%+14,951
TARGET CORP(TGT)106,434225,852+119,41818,86133,4352.72%+14,574
DOLLAR GEN CORP NEW(DG)154,804290,664+135,86024,15938,4353.13%+14,276
ON SEMICONDUCTOR CORP(ON)340,049540,474+200,42525,01137,0493.01%+12,039
CENCORA INC88,246140,908+52,66221,44331,7472.58%+10,304
ISHARES TR048,413+48,41308,4470.69%+8,447
RTX CORPORATION(RTX)180,850255,184+74,33417,63825,6182.08%+7,980
WABTEC(WAB)156,738180,619+23,88122,83428,5472.32%+5,713
WALKER & DUNLOP INC(WD)143,535190,880+47,34514,50618,7441.53%+4,239
APPLE INC(AAPL)013,100+13,10002,7590.22%+2,759
MICROSOFT CORP(MSFT)6,6088,288+1,6802,7803,7040.30%+924
AMAZON COM INC(AMZN)40,16541,165+1,0007,2457,9550.65%+710
SPDR S&P 500 ETF TR(SPY)9,52010,220+7004,9805,5620.45%+582
NVIDIA CORPORATION(NVDA)1,33013,300+11,9701,2021,6430.13%+441
ISHARES TR43,10049,100+6,0002,3012,6090.21%+308
OPTION CARE HEALTH INC(OPCH)36,91345,913+9,0001,2381,2720.10%+34
PROSHARES TR115,0000-115,0001,2050-1,205
PALO ALTO NETWORKS INC(PANW)48,80814,124-34,68413,8684,7880.39%-9,080
ISHARES TR137,3000-137,30010,6720-10,672
ISHARES TR(Put)200,0000-200,00015,5460-15,546
VANGUARD INDEX FDS188,088147,280-40,80890,41473,6595.99%-16,755
BLUE OWL CAPITAL INC(OBDC)1,252,083322,479-929,60423,6145,7240.47%-17,890
WARNER MUSIC GROUP CORP(WMG)714,1610-714,16123,5820-23,582
CHEMED CORP NEW(CHE)51,1080-51,10832,8080-32,808
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