Long-term investor
M.d. Sass, LLC @mdsassllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000922940).
Record
- Tracked since 2025-06-30 (449 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +4.6% · 1 year n/a · all +2.9%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HSIC · 7.0% · long · since 2025-06-30
- AMZN · 6.2% · long · since 2025-06-30
- WMB · 5.3% · long · since 2025-06-30
- CLH · 5.3% · long · since 2025-06-30
- AME · 5.3% · long · since 2025-06-30
- PRMB · 5.0% · long · since 2025-06-30
- DGX · 5.0% · long · since 2026-03-31
- COF · 4.8% · long · since 2025-06-30
- 75526L613 · 4.7% · long · since 2026-03-31
- SARO · 4.6% · long · since 2025-09-30
- SGI · 4.3% · long · since 2025-06-30
- 12541W209 · 4.2% · long · since 2026-03-31