M.D. SASS, LLC

PrivateCIK: 922940
Location

NEW YORK, NY

38
Positions
$1.53B
Total AUM (reported)
17.31M
Total Shares

Allocation by class

TOTAL AUM$1.53B38 positions
COM$1.17B76.4%
CLASS A COM SHS$76.79M5.0%
M D SASS CONCEN$72.22M4.7%
COM NEW$64.69M4.2%
CL A$59.20M3.9%
COM STK$37.80M2.5%
COMMON STOCK$26.41M1.7%

Portfolio Concentration

Top 318.5%4–1034.6%11–2543.1%Rest3.8%TOP 1053.2%0%100%
Top 3$283.60M18.5%
4–10$530.01M34.6%
11–25$658.89M43.1%
Rest$57.65M3.8%

Top 3 weight

18.5%

Top 10 weight

53.2%

Voting Authority Distribution

Total shares with voting rights: 17.31M

Sole

Full voting authority

15.10M

shares

% of voting shares87.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.22M

shares

% of voting shares12.8%

Investment Discretion (by position count)

Sole38
Shared0
Other0
Dominant voting typeSole · 87.2% of voting shares
Institutional Holdings38
Rows:

SCHEIN HENRY INC

SOLE
COM
Shares1.29M
TypeSH
Market value$107.49M
7.02%
Sole
1.29M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares399.70K
TypeSH
Market value$95.26M
6.23%
Sole
399.70K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares1.09M
TypeSH
Market value$80.85M
5.28%
Sole
1.09M
Shared
0.00
None
0.00

CLEAN HARBORS INC

SOLE
COM
Shares270.51K
TypeSH
Market value$80.81M
5.28%
Sole
270.51K
Shared
0.00
None
0.00

AMETEK INC

SOLE
COM
Shares333.37K
TypeSH
Market value$80.66M
5.27%
Sole
333.37K
Shared
0.00
None
0.00

PRIMO BRANDS CORPORATION

SOLE
CLASS A COM SHS
Shares3.14M
TypeSH
Market value$76.79M
5.02%
Sole
3.14M
Shared
0.00
None
0.00

QUEST DIAGNOSTICS INC

SOLE
COM
Shares360.45K
TypeSH
Market value$76.40M
4.99%
Sole
360.45K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares363.56K
TypeSH
Market value$72.94M
4.77%
Sole
363.56K
Shared
0.00
None
0.00

RBB FUND TRUST

SOLE
M D SASS CONCEN
Shares2.85M
TypeSH
Market value$72.22M
4.72%
Sole
638.03K
Shared
0.00
None
2.22M

STANDARDAERO INC

SOLE
COM
Shares2.35M
TypeSH
Market value$70.19M
4.59%
Sole
2.35M
Shared
0.00
None
0.00

SOMNIGROUP INTERNATIONAL INC

SOLE
COM
Shares836.26K
TypeSH
Market value$65.56M
4.28%
Sole
836.26K
Shared
0.00
None
0.00

C H ROBINSON WORLDWIDE IN

SOLE
COM NEW
Shares343.46K
TypeSH
Market value$64.69M
4.23%
Sole
343.46K
Shared
0.00
None
0.00

MARTIN MARIETTA MATLS INC

SOLE
COM
Shares107.51K
TypeSH
Market value$62.00M
4.05%
Sole
107.51K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares154.85K
TypeSH
Market value$61.50M
4.02%
Sole
154.85K
Shared
0.00
None
0.00

WELLTOWER INC

SOLE
COM
Shares237.88K
TypeSH
Market value$53.99M
3.53%
Sole
237.88K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares21.97K
TypeSH
Market value$49.95M
3.26%
Sole
21.97K
Shared
0.00
None
0.00

TD SYNNEX CORPORATION

SOLE
COM
Shares186.19K
TypeSH
Market value$49.78M
3.25%
Sole
186.19K
Shared
0.00
None
0.00

KNIGHT-SWIFT TRANSN HLDGS IN

SOLE
CL A
Shares615.60K
TypeSH
Market value$47.94M
3.13%
Sole
615.60K
Shared
0.00
None
0.00

FLOWSERVE CORP

SOLE
COM
Shares634.61K
TypeSH
Market value$47.06M
3.08%
Sole
634.61K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares135.50K
TypeSH
Market value$40.36M
2.64%
Sole
135.50K
Shared
0.00
None
0.00

API GROUP CORP

SOLE
COM STK
Shares892.62K
TypeSH
Market value$37.80M
2.47%
Sole
892.62K
Shared
0.00
None
0.00

ENTEGRIS INC

SOLE
COM
Shares157.52K
TypeSH
Market value$28.33M
1.85%
Sole
157.52K
Shared
0.00
None
0.00

QNITY ELECTRONICS INC

SOLE
COMMON STOCK
Shares161.74K
TypeSH
Market value$26.41M
1.73%
Sole
161.74K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares35.88K
TypeSH
Market value$12.24M
0.80%
Sole
35.88K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares63.91K
TypeSH
Market value$11.27M
0.74%
Sole
63.91K
Shared
0.00
None
0.00
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