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 |
