Saya Management as of March 31, 2020
Portfolio Holdings for Saya Management
Saya Management holds 13 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| L3harris Technologies (LHX) | 16.2 | $29M | 158k | 180.12 | |
| NRG Energy (NRG) | 14.1 | $25M | 910k | 27.26 | |
| Ball Corporation (BALL) | 11.3 | $20M | 307k | 64.66 | |
| Crown Holdings (CCK) | 10.0 | $18M | 304k | 58.04 | |
| Tyson Foods (TSN) | 8.3 | $15M | 253k | 57.87 | |
| Air Products & Chemicals (APD) | 8.3 | $15M | 73k | 199.62 | |
| Canadian Pacific Railway | 8.2 | $15M | 66k | 219.58 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 7.1 | $13M | 1.4M | 8.65 | |
| RPM International (RPM) | 5.6 | $9.8M | 164k | 59.50 | |
| Masco Corporation (MAS) | 5.5 | $9.7M | 281k | 34.57 | |
| Dupont De Nemours (DD) | 4.0 | $7.1M | 207k | 34.10 | |
| Dht Holdings (DHT) | 0.7 | $1.2M | 155k | 7.67 | |
| Euronav Sa (EURN) | 0.6 | $1.1M | 101k | 11.28 |
