MD SASS INVESTORS SERVICES INC
Long Only Manager
MD SASS INVESTORS SERVICES INC is a Long Only Manager based in New York, NY led by Martin Douglas Sass, reporting $2.2B in AUM as of Q3 2025 with 52% concentrated in top 10 holdings.
CEOMartin Douglas Sass
- Portfolio Value
- $1.3B
- Positions
- 35
- Top Holding
- HSIC at 6.85%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MD SASS INVESTORS SERVICES INC's portfolio (52.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Distribution Healthcare | $87.3M | 6.85% | +$15.3M Bought | 1.08% 1.3M shares | |
Oil & Gas Midstream Energy | $75.6M | 5.93% | +$10.6M Bought | 0.10% 1.2M shares | |
Medical - Diagnostics & Research Healthcare | $72.4M | 5.69% | +$1.7M Bought | 0.05% 365.4K shares | |
Industrial - Machinery Industrials | $70.9M | 5.56% | -$4.5M Sold | 0.16% 376.9K shares | |
Engineering & Construction Industrials | $66.6M | 5.23% | -$7.5M Sold | 0.47% 1.9M shares | |
Construction Materials Basic Materials | $61.3M | 4.81% | -$16.3M Sold | 0.16% 97.2K shares | |
Waste Management Industrials | $60.3M | 4.73% | -$16.1M Sold | 0.48% 259.7K shares | |
REIT - Healthcare Facilities Real Estate | $58.2M | 4.57% | -$17.4M Sold | 0.05% 326.8K shares | |
Railroads Industrials | $55.5M | 4.36% | -$2.7M Sold | 0.08% 745.4K shares | |
Financial - Data & Stock Exchanges Financial Services | $55.0M | 4.32% | -$2.9M Sold | 0.06% 326.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MD SASS INVESTORS SERVICES INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+51.02% | |
+50.52% | |
+35.2% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-44.38% | |
-44.07% |
Analytics
Portfolio insights and performance metrics for MD SASS INVESTORS SERVICES INC
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