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§ 13F · FUND PROFILE

M.D. Sass, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 35Turnover · · Q1Filed · May 14, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$217M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1HSICSCHEIN HENRY INC1.27M$94M7.1%+3%
2WMBWILLIAMS COS INC1.17M$85M6.5%−12%
3AMEAMETEK INC362K$78M5.9%−5%
4CLHCLEAN HARBORS INC253K$72M5.5%−24%
5SASSRBB FUND TRUST2.88M$67M5.1%NEW
6PRMBPRIMO BRANDS CORPORATION3.38M$64M4.8%±0%
7MLMMARTIN MARIETTA MATLS INC103K$61M4.6%+13%
8ICEINTERCONTINENTAL EXCHANGE IN374K$59M4.5%+16%
9DGXQUEST DIAGNOSTICS INC299K$59M4.4%NEW
10APGAPI GROUP CORP1.38M$56M4.3%−31%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE M.D. SIGNAL

AC read

M.D. Sass, LLC is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 35 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
M.D. Sass, LLC 13F Holdings & Portfolio Analysis | Acid Capitalist