Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$1.24B
Total Bought
$251.82M
Total Sold
$222.26M
Net Transaction
+$29.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PRIMO BRANDS CORPORATION(PRMB)02,673,905+2,673,905079,2016.38%+79,201
HENRY SCHEIN INC(HSIC)01,084,196+1,084,196079,2016.38%+79,201
SOMNIGROUP INTERNATIONAL INC(SGI)0430,296+430,296029,2822.36%+29,282
LIBERTY MEDIA CORP DEL(FWONA)502,774534,126+31,35245,25555,8164.49%+10,561
AMETEK INC366,994400,881+33,88763,17472,5435.84%+9,369
QUANTA SVCS INC207,373162,776-44,59752,71061,5424.95%+8,832
MARTIN MARIETTA MATLS INC(MLM)124,356123,032-1,32459,45967,5405.44%+8,081
CLEAN HARBORS INC(CLH)347,335328,869-18,46668,46076,0286.12%+7,568
CAPITAL ONE FINL CORP(COF)243,583236,269-7,31443,67450,2694.05%+6,594
MARVELL TECHNOLOGY INC(MRVL)083,433+83,43306,4580.52%+6,458
DANAHER CORPORATION(DHR)313,321356,654+43,33364,23170,4545.67%+6,223
CBRE GROUP INC(CBRE)377,417396,569+19,15249,35955,5674.47%+6,209
WILLIAMS COS INC(WMB)980,3921,024,833+44,44158,58864,3705.18%+5,782
CADENCE DESIGN SYSTEM INC(CDNS)012,880+12,88003,9690.32%+3,969
CROWN HLDGS INC(CCK)285,835283,658-2,17725,51429,2112.35%+3,697
GUIDEWIRE SOFTWARE INC(GWRE)012,353+12,35302,9090.23%+2,909
CACI INTL INC(CACI)6,2399,552+3,3132,2894,5530.37%+2,264
AMAZON COM INC(AMZN)36,76142,019+5,2586,9949,2190.74%+2,224
ISHARES BITCOIN TRUST ETF(IBIT)034,631+34,63102,1200.17%+2,120
CANADIAN PACIFIC KANSAS CITY(CP)856,161781,235-74,92660,11161,9284.98%+1,817
SPDR S&P 500 ETF TR(SPY)10,98012,790+1,8106,1427,9020.64%+1,760
MICROSOFT CORP(MSFT)8,5198,544+253,1984,2500.34%+1,052
PALO ALTO NETWORKS INC(PANW)27,71227,71204,7295,6710.46%+942
INTERCONTINENTAL EXCHANGE IN(ICE)360,036343,433-16,60362,10663,0105.07%+904
BLUE OWL CAPITAL INC(OBDC)180,638234,945+54,3073,6204,5130.36%+893
ISHARES TR58,22860,000+1,77210,95611,6540.94%+698
FAIR ISAAC CORP(FICO)0362+36206620.05%+662
WELLTOWER INC(WELL)422,000424,588+2,58864,65565,2725.25%+617
ISHARES TR61,76062,260+5003,4253,7940.31%+370
SLM CORP(SLM)1,270,5791,149,210-121,36937,31737,6833.03%+366
ALPHABET INC(GOOG)10,6846,789-3,8951,6521,1960.10%-456
ISHARES TR40,0000-40,0007,9800-7,980
AMPHENOL CORP NEW1,045,366604,798-440,56868,56659,7244.81%-8,842
API GROUP CORP(APG)1,810,7511,437,717-373,03464,75248,9403.94%-15,813
AON PLC(AON)140,434111,005-29,42956,04639,6023.19%-16,444
VANGUARD INDEX FDS40,8300-40,83020,9830-20,983
WALKER & DUNLOP INC(WD)253,4350-253,43521,6330-21,633
JPMORGAN CHASE & CO.(JPM)108,5850-108,58526,6360-26,636
EQUITABLE HLDGS INC699,064112,423-586,64136,4146,3070.51%-30,107
JABIL INC(JBL)260,9530-260,95335,5080-35,508
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