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 |