Saya Management

Saya Management as of Dec. 31, 2017

Portfolio Holdings for Saya Management

Saya Management holds 10 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
NRG Energy (NRG) 15.3 $24M 843k 28.48
Ball Corporation (BALL) 14.6 $23M 604k 37.85
Mohawk Industries (MHK) 13.6 $21M 78k 275.90
Martin Marietta Materials (MLM) 12.0 $19M 85k 221.04
FLIR Systems 11.0 $17M 370k 46.62
Knight Swift Transn Hldgs (KNX) 8.1 $13M 291k 43.72
Brink's Company (BCO) 7.4 $12M 148k 78.70
Sherwin-Williams Company (SHW) 7.3 $11M 28k 410.05
Siteone Landscape Supply (SITE) 5.4 $8.6M 112k 76.70
Fortive (FTV) 5.4 $8.5M 118k 72.35