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 |
