SEC 13F Intelligence

M.d. Sass, LLC / WD

M.d. Sass, LLC’s Walker & Dunlop Inc Position

Does M.d. Sass, LLC own Walker & Dunlop Inc (WD)? Not currently — the last reported position was 253.4K shares worth $22M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$22M
Q1 2025
Shares
253.4K
% of Portfolio
+1.90%
Quarters Held
16
position exited

Position History WD

Reported value by quarter
Q2 ’21: $21MQ2 ’21Q3 ’21: $36MQ4 ’21: $34MQ4 ’21Q1 ’22: $32MQ2 ’22: $32MQ2 ’22Q3 ’22: $31MQ4 ’22: $29MQ4 ’22Q1 ’23: $28MQ2 ’23: $28MQ2 ’23Q3 ’23: $24MQ4 ’23: $21MQ4 ’23Q1 ’24: $15MQ2 ’24: $19MQ2 ’24Q3 ’24: $19MQ4 ’24: $26MQ4 ’24Q1 ’25: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025253.4K$22M+1.90%
Q4 2024264.9K$26M+1.94%
Q3 2024168.3K$19M+1.42%
Q2 2024190.9K$19M+1.35%
Q1 2024143.5K$15M+1.64%
Q4 2023188.7K$21M+2.52%
Q3 2023319.6K$24M+3.19%
Q2 2023353.5K$28M+3.71%
Q1 2023365.5K$28M+3.47%
Q4 2022363.8K$29M+4.20%
Q3 2022372.9K$31M+5.72%
Q2 2022327.0K$32M+5.95%
Q1 2022246.5K$32M+5.46%
Q4 2021225.8K$34M+5.29%
Q3 2021319.3K$36M+6.17%
Q2 2021201.5K$21M+3.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M.d. Sass, LLC’s full portfolio or all institutional holders of WD.