account_balance
Investment manager · 13F filer · SEC CIK 922940
M.D. Sass, LLC
Reported value$1.51Bas of Jun 30, 2026
Positions38 9 new, 7 sold out
Top 10 weight53.9%HSIC alone is 7%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HSICHenry Schein Inc
7.1%
AMZNAmazon.com Inc
6.3%Added +51%
WMBWilliams Companies, Inc.
5.4%Trimmed −7%
CLHClean Harbors Inc
5.4%Added +7%
AMEAmetek Inc
5.3%Trimmed −8%
PRMBPrimo Brands Corp
5.1%Trimmed −7%
DGXQuest Diagnostics Inc
5.1%Added +20%
COFCapital One Financial Corp
4.8%Added +24%
SASSRBB Fund Trust
4.8%
SAROStandardAero, Inc.
4.6%Added +9%
SGISomnigroup International Inc.
4.3%Added +30%
CHRWC. H. Robinson Worldwide, Inc.
4.3%Added +52%
HSICHenry Schein Inc
7.1%
AMZNAmazon.com Inc
6.3%
WMBWilliams Companies, Inc.
5.4%
CLHClean Harbors Inc
5.4%+7%
AMEAmetek Inc
5.3%−8%
PRMBPrimo Brands Corp
5.1%−7%
DGXQuest Diagnostics Inc
5.1%
COFCapital One Financial Corp
4.8%
SASSRBB Fund Trust
4.8%
SAROStandardAero, Inc.
4.6%
SGISomnigroup International Inc.
4.3%
CHRWC. H. Robinson Worldwide, Inc.
4.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HSIC Henry Schein Inc 7.1% HeldAMZN Amazon.com Inc 6.3% Added +51%WMB Williams Companies, Inc. 5.4% Trimmed −7%CLH Clean Harbors Inc 5.4% Added +7%AME Ametek Inc 5.3% Trimmed −8%PRMB Primo Brands Corp 5.1% Trimmed −7%DGX Quest Diagnostics Inc 5.1% Added +20%COF Capital One Financial Corp 4.8% Added +24%
SASS RBB Fund Trust 4.8% Held
SARO StandardAero, Inc. 4.6% Added +9%SGI Somnigroup International Inc. 4.3% Added +30%CHRW C. H. Robinson Worldwide, Inc. 4.3% Added +52%What changed
Biggest moves since Mar 31, 2026
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