Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$722.49M
Total Bought
$198.48M
Total Sold
$205.33M
Net Transaction
-$6.86M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
LIBERTY MEDIA CORP DEL(FWONA)0697,210+697,210043,4366.01%+43,436
TKO GROUP HOLDINGS INC(TKO)0412,372+412,372034,6644.80%+34,664
WARNER MUSIC GROUP CORP(WMG)0984,126+984,126030,9024.28%+30,902
DANAHER CORPORATION(DHR)088,841+88,841022,0413.05%+22,041
WABTEC(WAB)130,930292,017+161,08714,35931,0334.30%+16,674
PALO ALTO NETWORKS INC(PANW)055,471+55,471013,0051.80%+13,005
ON SEMICONDUCTOR CORP(ON)216,066317,251+101,18520,43629,4884.08%+9,053
VANGUARD INDEX FDS113,569138,014+24,44546,25454,1987.50%+7,944
FLEX LTD(FLEX)877,8391,179,574+301,73524,26331,8254.40%+7,561
CLEAN HARBORS INC(CLH)137,860174,765+36,90522,66829,2494.05%+6,580
CHEMED CORP NEW(CHE)58,26667,265+8,99931,56134,9584.84%+3,397
BLUE OWL CAPITAL INC(OBDC)2,776,4082,732,404-44,00432,34535,4124.90%+3,067
NVIDIA CORPORATION(NVDA)01,650+1,65007180.10%+718
AMAZON COM INC(AMZN)35,46539,065+3,6004,6234,9660.69%+343
ISHARES TR35,80043,100+7,3001,7622,0260.28%+264
TRANSOCEAN LTD(RIG)030,000+30,00002460.03%+246
OPTION CARE HEALTH INC(OPCH)22,91322,91307447410.10%-3
MICROSOFT CORP(MSFT)8,3658,36502,8492,6410.37%-207
RTX CORPORATION(RTX)173,680230,402+56,72217,01416,5822.30%-432
SPDR S&P 500 ETF TR(SPY)46,42047,020+60020,57720,1002.78%-477
SPDR SER TR
ST STR BLO 1 ETF
16,6839,385-7,2981,5328620.12%-670
CHARLES RIV LABS INTL INC(CRL)175,459184,454+8,99536,89036,1495.00%-741
SPDR S&P 500 ETF TR(SPY)(Put)50,00050,000022,16421,374-790
ISHARES TR133,000107,000-26,0009,9847,8881.09%-2,096
WALKER & DUNLOP INC(WD)353,454319,578-33,87627,95523,7253.28%-4,229
API GROUP CORP(APG)1,659,1951,574,919-84,27645,23040,8385.65%-4,392
ISHARES TR831,011831,011089,86684,78011.73%-5,086
CBRE GROUP INC(CBRE)290,985231,524-59,46123,48517,1002.37%-6,385
CENCORA INC198,480163,139-35,34138,19429,3604.06%-8,833
SCHWAB CHARLES CORP(SCHW)392,998202,990-190,00822,27511,1441.54%-11,131
COPART INC(CPRT)122,2210-122,22111,1480-11,148
CORTEVA INC(CTVA)220,4680-220,46812,6330-12,633
CACI INTL INC(CACI)140,952101,224-39,72848,04231,7774.40%-16,265
ADVANCED DRAIN SYS INC DEL(WMS)161,3185,586-155,73218,3556360.09%-17,719
WORLD WRESTLING ENTMT INC272,1730-272,17329,5230-29,523
AVANTOR INC(AVTR)1,780,7620-1,780,76236,5770-36,577
LIBERTY MEDIA CORP DEL540,1950-540,19540,6660-40,666
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