Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$1.29B
Total Bought
$273.96M
Total Sold
$349.39M
Net Transaction
-$75.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
MARTIN MARIETTA MATLS INC(MLM)0102,083+102,083054,9464.27%+54,946
INTERCONTINENTAL EXCHANGE IN(ICE)0310,188+310,188049,8293.87%+49,829
BECTON DICKINSON & CO(BDX)0185,207+185,207044,6533.47%+44,653
ISHARES TR(Put)0500,000+500,000040,150+40,150
CROWN HLDGS INC(CCK)839,035867,620+28,58562,41683,1876.46%+20,772
AMETEK INC284,037396,105+112,06847,35268,0155.28%+20,663
SBA COMMUNICATIONS CORP NEW(SBAC)322,506312,072-10,43463,30875,1165.83%+11,808
CBRE GROUP INC(CBRE)541,144470,227-70,91748,22158,5344.55%+10,313
TARGET CORP(TGT)225,852274,658+48,80633,43542,8083.32%+9,373
MARVELL TECHNOLOGY INC(MRVL)1,007,3811,059,581+52,20070,41676,4175.93%+6,001
ISHARES TR48,41368,287+19,8748,44712,9611.01%+4,514
CLEAN HARBORS INC(CLH)327,477324,918-2,55974,05978,5366.10%+4,477
VANGUARD INDEX FDS147,280147,280073,65977,7156.03%+4,056
WABTEC(WAB)180,619179,262-1,35728,54732,5842.53%+4,038
ALPHABET INC(GOOG)010,920+10,92001,8110.14%+1,811
LIBERTY MEDIA CORP DEL(FWONA)1,285,2331,215,620-69,61392,33194,1257.31%+1,794
APPLE INC(AAPL)13,10017,900+4,8002,7594,1710.32%+1,412
NVIDIA CORPORATION(NVDA)13,30020,550+7,2501,6432,4960.19%+853
MICROSOFT CORP(MSFT)8,2889,788+1,5003,7044,2120.33%+507
SPDR SER TR
ST STR BLO 1 ETF
04,400+4,40004040.03%+404
WALKER & DUNLOP INC(WD)190,880168,292-22,58818,74419,1161.48%+372
SPDR S&P 500 ETF TR(SPY)10,22010,22005,5625,8640.46%+302
ISHARES TR49,10049,10002,6092,8100.22%+201
AMAZON COM INC(AMZN)41,16543,165+2,0007,9558,0430.62%+88
OPTION CARE HEALTH INC(OPCH)45,91327,413-18,5001,2728580.07%-414
PALO ALTO NETWORKS INC(PANW)14,12412,429-1,6954,7884,2480.33%-540
CHARLES RIV LABS INTL INC(CRL)308,945321,172+12,22763,82263,2614.91%-561
DANAHER CORPORATION(DHR)199,678176,248-23,43049,89049,0003.80%-889
BLUE OWL CAPITAL INC(OBDC)322,479227,038-95,4415,7244,3950.34%-1,329
AIR PRODS & CHEMS INC130,576107,887-22,68933,69532,1222.49%-1,573
CACI INTL INC(CACI)197,212161,175-36,03784,82781,3226.31%-3,504
API GROUP CORP(APG)2,152,8782,313,473+160,59581,01376,3915.93%-4,622
DOLLAR GEN CORP NEW(DG)290,664303,109+12,44538,43525,6341.99%-12,801
JABIL INC(JBL)590,571412,437-178,13464,24849,4223.84%-14,826
RTX CORPORATION(RTX)255,1840-255,18425,6180-25,618
CENCORA INC140,90812,515-128,39331,7472,8170.22%-28,930
ON SEMICONDUCTOR CORP(ON)540,4740-540,47437,0490-37,049
LAMB WESTON HLDGS INC(LW)732,6730-732,67361,6030-61,603
SPDR S&P 500 ETF TR(SPY)(Put)300,00040,000-260,000163,26622,950-140,316
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