Fund HoldingsM.D. Sass, LLC

Total Portfolio Value
$1.27B
Total Bought
$230.67M
Total Sold
$201.12M
Net Transaction
+$29.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
FAIR ISAAC CORP(FICO)032,923+32,923055,6604.39%+55,660
STERIS PLC(STE)0205,936+205,936052,2094.11%+52,209
AMAZON COM INC(AMZN)40,574167,474+126,9008,90938,6563.05%+29,748
STANDARDAERO INC(SARO)1,174,9641,991,537+816,57332,06557,1174.50%+25,053
CLEAN HARBORS INC(CLH)259,660334,198+74,53860,29878,3636.18%+18,065
CAPITAL ONE FINL CORP(COF)224,137244,121+19,98447,64759,1654.66%+11,518
API GROUP CORP(APG)1,938,5742,005,327+66,75366,62976,7246.05%+10,095
AMETEK INC376,870378,980+2,11070,85177,8086.13%+6,957
HENRY SCHEIN INC(HSIC)1,314,6031,237,873-76,73087,25093,5587.37%+6,308
WILLIAMS COS INC(WMB)1,192,9001,339,634+146,73475,57080,5256.35%+4,955
ISHARES TR022,751+22,75104,7850.38%+4,785
SOMNIGROUP INTERNATIONAL INC(SGI)581,739585,651+3,91249,05852,2874.12%+3,229
BWX TECHNOLOGIES INC(BWXT)013,445+13,44502,3240.18%+2,324
GUIDEWIRE SOFTWARE INC(GWRE)18,65532,186+13,5314,2886,4700.51%+2,182
CBRE GROUP INC(CBRE)293,669295,737+2,06846,27047,5523.75%+1,281
PRIMO BRANDS CORPORATION(PRMB)2,464,2003,394,495+930,29554,45955,5004.37%+1,041
QUANTA SVCS INC91,04691,663+61737,73138,6873.05%+956
ALPHABET INC(GOOG)6,7897,031+2421,6502,2010.17%+550
CACI INTL INC(CACI)9,5529,316-2364,7644,9640.39%+199
SPDR S&P 500 ETF TR(SPY)11,80011,80007,8618,0470.63%+186
ISHARES TR60,60060,60003,9404,0680.32%+128
AON PLC(AON)107,298108,531+1,23338,26038,2983.02%+38
MICROSOFT CORP(MSFT)8,3348,870+5364,3174,2900.34%-27
MARVELL TECHNOLOGY INC(MRVL)82,03975,881-6,1586,8976,4480.51%-449
CADENCE DESIGN SYSTEM INC(CDNS)12,88012,88004,5244,0260.32%-498
PALO ALTO NETWORKS INC(PANW)36,22836,22807,3776,6730.53%-704
ISHARES TR(Put)30,0000-30,0002,4360-2,436
BLUE OWL CAPITAL INC(OBDC)292,271158,065-134,2064,9482,3610.19%-2,587
DANAHER CORPORATION(DHR)365,389305,019-60,37072,44269,8255.50%-2,617
INTERCONTINENTAL EXCHANGE IN(ICE)326,463322,702-3,76155,00352,2654.12%-2,738
ALCON AG(ALC)511,800431,003-80,79738,13433,9672.68%-4,167
MARTIN MARIETTA MATLS INC(MLM)97,23591,204-6,03161,28556,7894.48%-4,496
EQUITABLE HLDGS INC93,7730-93,7734,7620-4,762
WELLTOWER INC(WELL)326,832273,040-53,79258,22250,6793.99%-7,543
SLM CORP(SLM)1,729,7911,399,804-329,98747,88137,8792.99%-10,002
CROWN HLDGS INC(CCK)297,5620-297,56228,7410-28,741
AMPHENOL CORP NEW336,39756,282-280,11541,6297,6060.60%-34,023
LIBERTY MEDIA CORP DEL(FWONA)340,09410,047-330,04735,5239900.08%-34,533
CANADIAN PACIFIC KANSAS CITY(CP)745,3760-745,37655,5230-55,523
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