Saya Management as of Sept. 30, 2017
Portfolio Holdings for Saya Management
Saya Management holds 11 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
NRG Energy (NRG) | 17.4 | $19M | 752k | 25.59 | |
Ball Corporation (BALL) | 15.4 | $17M | 410k | 41.30 | |
Mohawk Industries (MHK) | 11.0 | $12M | 49k | 247.50 | |
Siteone Landscape Supply (SITE) | 10.3 | $11M | 196k | 58.10 | |
Martin Marietta Materials (MLM) | 9.6 | $11M | 51k | 206.23 | |
Sherwin-Williams Company (SHW) | 9.2 | $10M | 28k | 358.04 | |
Fortive (FTV) | 8.6 | $9.5M | 134k | 70.79 | |
Knight Swift Transn Hldgs (KNX) | 7.3 | $8.1M | 195k | 41.55 | |
Ametek (AME) | 6.4 | $7.1M | 107k | 66.04 | |
Marathon Petroleum Corp (MPC) | 4.5 | $5.0M | 89k | 56.08 | |
Brink's Company (BCO) | 0.2 | $177k | 2.1k | 84.37 |