Position in SARO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$70,191,262
+$14,665,028 QoQ
Shares Held
2,346,749
+9.2% QoQ
Ownership
0.709%
of shares outstanding
% of Portfolio
4.96%
of 13F equity value
Holder Rank
#28
of 363 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SARO Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026M.D. Sass, LLC holds $72,809,888 across 2 Aerospace & Defense names. SARO ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SARO |
StandardAero, Inc.
This page
|
2,346,749 | $70,191,262 | |
| 2 | BWXT |
BWX Technologies, Inc.
|
13,453 | $2,618,626 |
All Filings in SARO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,191,262 | 2,346,749 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $55,526,234 | 2,149,680 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $57,117,281 | 1,991,537 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,064,767 | 1,174,964 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||