M.D. Sass Investors Services, Inc. Portfolio Holdings

M.D. Sass Investors Services, Inc.

  • $1.03 Billion
  • Q3 2025

M.D. Sass Investors Services, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Henry Schein Inc with a value of $87.3M, Williams Companies, Inc. with a value of $75.6M, Danaher Corp with a value of $72.4M, Ametek Inc with a value of $70.9M, and A Pi Group Corp with a value of $66.6M.

Examining the 13F form we can see an decrease of $29.4M in the current position value, from $1.06B to 1.03B.

M.D. Sass Investors Services, Inc. is based out at New York, NY

Below you can find more details about M.D. Sass Investors Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.03 Billion
Industrials: $236 Million
Financial Services: $198 Million
Healthcare: $198 Million
Real Estate: $104 Million
Energy: $75.6 Million
Technology: $73.1 Million
Consumer Cyclical: $71.2 Million
Basic Materials: $61.3 Million
Other: $15.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.72B
$87.3 Million 8.44% of portfolio
1,314,603
Q3 2025 Added 21.25%
$74.3B
$75.6 Million 7.31% of portfolio
1,192,900
Q3 2025 Added 16.4%
$160B
$72.4 Million 7.01% of portfolio
365,389
Q3 2025 Added 2.45%
$44.4B
$70.9 Million 6.86% of portfolio
376,870
Q3 2025 Reduced 5.99%
$8.73B
$66.6 Million 6.45% of portfolio
1,938,574
Q3 2025 Added 34.84%
$37.2B
$61.3 Million 5.93% of portfolio
97,235
Q3 2025 Reduced 20.97%
$11.1B
$60.3 Million 5.84% of portfolio
259,660
Q3 2025 Reduced 21.04%
$89.8B
$58.2 Million 5.63% of portfolio
326,832
Q3 2025 Reduced 23.02%
$84.9B
$55 Million 5.32% of portfolio
326,463
Q3 2025 Reduced 4.94%
$6.91B
$47.9 Million 4.63% of portfolio
1,729,791
Q3 2025 Added 50.52%
$77.2B
$47.6 Million 4.61% of portfolio
224,137
Q3 2025 Reduced 5.13%
$49.4B
$46.3 Million 4.48% of portfolio
293,669
Q3 2025 Reduced 25.95%
$79.6B
$41.6 Million 4.03% of portfolio
336,397
Q3 2025 Reduced 44.38%
$72.4B
$38.3 Million 3.7% of portfolio
107,298
Q3 2025 Reduced 3.34%
$38.1B
$38.1 Million 3.69% of portfolio
511,800
Q3 2025 New
$61.4B
$37.7 Million 3.65% of portfolio
91,046
Q3 2025 Reduced 44.07%
$11.4B
$28.7 Million 2.78% of portfolio
297,562
Q3 2025 Added 4.9%
$2.39T
$8.91 Million 0.86% of portfolio
40,574
Q3 2025 Reduced 3.44%
$0
$7.86 Million 0.76% of portfolio
11,800
Q3 2025 Reduced 7.74%
$61.4B
$7.38 Million 0.71% of portfolio
36,228
Q3 2025 Added 30.73%
$73.7B
$6.9 Million 0.67% of portfolio
82,039
Q3 2025 Reduced 1.67%
$6.09B
$4.95 Million 0.48% of portfolio
292,271
Q3 2025 Added 24.4%
$16.8B
$4.76 Million 0.46% of portfolio
93,773
Q3 2025 Reduced 16.59%
$86.4B
$4.52 Million 0.44% of portfolio
12,880
Q2 2025 New
$3.78T
$4.32 Million 0.42% of portfolio
8,334
Q3 2025 Reduced 2.46%
$18.7B
$4.29 Million 0.41% of portfolio
18,655
Q3 2025 Added 51.02%
$10.1B
$4.09 Million 0.4% of portfolio
9,552
Q2 2025 Added 53.1%
$0
$3.94 Million 0.38% of portfolio
60,600
Q3 2025 Reduced 2.67%
$1.65T
$1.65 Million 0.16% of portfolio
6,789
Q2 2025 Reduced 36.46%
Primo Brands Corporation
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.84%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 36.33%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 4.59%
Standardaero Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $1.03 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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