Saya Management

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