Fund Holdings — M.D. Sass, LLC

Total Portfolio Value
$1.22B
Total Bought
$143.09M
Total Sold
$162.32M
Net Transaction
-$19.23M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALCON AG(ALC)0511,800+511,800038,1343.11%+38,134
STANDARDAERO INC(SARO)01,174,964+1,174,964032,0652.62%+32,065
SOMNIGROUP INTERNATIONAL INC(SGI)430,296581,739+151,44329,28249,0584.01%+19,776
API GROUP CORP(APG)1,437,7171,938,574+500,85748,94066,6295.44%+17,689
WILLIAMS COS INC(WMB)1,024,8331,192,900+168,06764,37075,5706.17%+11,200
SLM CORP(SLM)1,149,2101,729,791+580,58137,68347,8813.91%+10,198
HENRY SCHEIN INC(HSIC)1,084,1961,314,603+230,40779,20187,2507.12%+8,050
DANAHER CORPORATION(DHR)356,654365,389+8,73570,45472,4425.92%+1,988
PALO ALTO NETWORKS INC(PANW)27,71236,228+8,5165,6717,3770.60%+1,706
GUIDEWIRE SOFTWARE INC(GWRE)12,35318,655+6,3022,9094,2880.35%+1,380
CADENCE DESIGN SYSTEM INC(CDNS)12,88012,88003,9694,5240.37%+555
ALPHABET INC(GOOG)6,7896,78901,1961,6500.13%+454
MARVELL TECHNOLOGY INC(MRVL)83,43382,039-1,3946,4586,8970.56%+439
BLUE OWL CAPITAL INC(OBDC)234,945292,271+57,3264,5134,9480.40%+435
CACI INTL INC(CACI)9,5529,55204,5534,7640.39%+211
ISHARES TR62,26060,600-1,6603,7943,9400.32%+145
MICROSOFT CORP(MSFT)8,5448,334-2104,2504,3170.35%+67
SPDR S&P 500 ETF TR(SPY)12,79011,800-9907,9027,8610.64%-41
AMAZON COM INC(AMZN)42,01940,574-1,4459,2198,9090.73%-310
CROWN HLDGS INC(CCK)283,658297,562+13,90429,21128,7412.35%-470
FAIR ISAAC CORP(FICO)3620-3626620—-662
AON PLC(AON)111,005107,298-3,70739,60238,2603.12%-1,342
EQUITABLE HLDGS INC112,42393,773-18,6506,3074,7620.39%-1,545
AMETEK INC400,881376,870-24,01172,54370,8515.79%-1,692
ISHARES BITCOIN TRUST ETF(IBIT)34,6310-34,6312,1200—-2,120
CAPITAL ONE FINL CORP(COF)236,269224,137-12,13250,26947,6473.89%-2,622
MARTIN MARIETTA MATLS INC(MLM)123,03297,235-25,79767,54061,2855.00%-6,255
CANADIAN PACIFIC KANSAS CITY(CP)781,235745,376-35,85961,92855,5234.53%-6,405
WELLTOWER INC(WELL)424,588326,832-97,75665,27258,2224.75%-7,050
INTERCONTINENTAL EXCHANGE IN(ICE)343,433326,463-16,97063,01055,0034.49%-8,007
CBRE GROUP INC(CBRE)396,569293,669-102,90055,56746,2703.78%-9,297
ISHARES TR60,0000-60,00011,6540—-11,654
CLEAN HARBORS INC(CLH)328,869259,660-69,20976,02860,2984.92%-15,730
AMPHENOL CORP NEW604,798336,397-268,40159,72441,6293.40%-18,095
LIBERTY MEDIA CORP DEL(FWONA)534,126340,094-194,03255,81635,5232.90%-20,293
QUANTA SVCS INC162,77691,046-71,73061,54237,7313.08%-23,811
PRIMO BRANDS CORPORATION(PRMB)2,673,9052,464,200-209,70579,20154,4594.45%-24,742
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M.D. Sass, LLC — 13F Holdings — Q3 2025 | TickerTrail