Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$1.31B
Total Bought
$313.67M
Total Sold
$348.23M
Net Transaction
-$34.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AON PLC(AON)0171,341+171,341061,5394.71%+61,539
CANADIAN PACIFIC KANSAS CITY(CP)0843,934+843,934061,0764.68%+61,076
WELLTOWER INC(WELL)0386,946+386,946048,7673.74%+48,767
JPMORGAN CHASE & CO.(JPM)0128,302+128,302030,7552.36%+30,755
EQUITABLE HLDGS INC0543,868+543,868025,6541.97%+25,654
ISHARES TR68,287197,774+129,48712,96136,6142.80%+23,653
BECTON DICKINSON & CO(BDX)185,207280,610+95,40344,65363,6624.88%+19,009
JABIL INC(JBL)412,437417,980+5,54349,42260,1474.61%+10,725
INTERCONTINENTAL EXCHANGE IN(ICE)310,188403,415+93,22749,82960,1134.60%+10,284
CHARLES RIV LABS INTL INC(CRL)321,172391,824+70,65263,26172,3315.54%+9,069
WALKER & DUNLOP INC(WD)168,292264,855+96,56319,11625,7471.97%+6,630
API GROUP CORP(APG)2,313,4732,276,407-37,06676,39181,8826.27%+5,491
ISHARES TR062,650+62,65004,9270.38%+4,927
PALO ALTO NETWORKS INC(PANW)12,42932,044+19,6154,2485,8310.45%+1,582
AMAZON COM INC(AMZN)43,16543,16508,0439,4700.73%+1,427
ALPHABET INC(GOOG)10,92010,92001,8112,0670.16%+256
NVIDIA CORPORATION(NVDA)20,55019,831-7192,4962,6630.20%+168
SPDR S&P 500 ETF TR(SPY)10,22010,22005,8645,9900.46%+126
MICROSOFT CORP(MSFT)9,7889,78804,2124,1260.32%-86
ISHARES TR49,10049,10002,8102,5610.20%-248
SPDR SER TR
ST STR BLO 1 ETF
4,4000-4,4004040-404
BLUE OWL CAPITAL INC(OBDC)227,038157,586-69,4524,3953,6650.28%-730
OPTION CARE HEALTH INC(OPCH)27,4130-27,4138580-858
CENCORA INC12,5150-12,5152,8170-2,817
MARTIN MARIETTA MATLS INC(MLM)102,083100,158-1,92554,94651,7323.96%-3,215
AMETEK INC396,105359,328-36,77768,01564,7734.96%-3,243
APPLE INC(AAPL)17,9000-17,9004,1710-4,171
VANGUARD INDEX FDS147,280131,018-16,26277,71570,5945.41%-7,121
CBRE GROUP INC(CBRE)470,227385,221-85,00658,53450,5763.87%-7,958
MARVELL TECHNOLOGY INC(MRVL)1,059,581599,096-460,48576,41766,1705.07%-10,247
DANAHER CORPORATION(DHR)176,248155,987-20,26149,00035,8072.74%-13,194
CLEAN HARBORS INC(CLH)324,918278,358-46,56078,53664,0614.91%-14,475
SBA COMMUNICATIONS CORP NEW(SBAC)312,072290,925-21,14775,11659,2914.54%-15,825
ISHARES TR(Put)500,000400,000-100,00040,15023,598-16,552
SPDR S&P 500 ETF TR(SPY)(Put)40,0000-40,00022,9500-22,950
DOLLAR GEN CORP NEW(DG)303,1090-303,10925,6340-25,634
CACI INTL INC(CACI)161,175134,202-26,97381,32254,2264.15%-27,097
CROWN HLDGS INC(CCK)867,620677,043-190,57783,18755,9854.29%-27,203
WABTEC(WAB)179,2625,268-173,99432,5849990.08%-31,586
AIR PRODS & CHEMS INC107,8870-107,88732,1220-32,122
LIBERTY MEDIA CORP DEL(FWONA)1,215,620666,532-549,08894,12561,7614.73%-32,365
TARGET CORP(TGT)274,6580-274,65842,8080-42,808
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