Saya Management as of March 31, 2018
Portfolio Holdings for Saya Management
Saya Management holds 10 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NRG Energy (NRG) | 20.0 | $32M | 1.0M | 30.53 | |
| Ball Corporation (BALL) | 17.2 | $27M | 688k | 39.71 | |
| Fortive (FTV) | 15.4 | $25M | 316k | 77.52 | |
| Brink's Company (BCO) | 10.4 | $17M | 231k | 71.35 | |
| FLIR Systems | 7.9 | $13M | 252k | 50.01 | |
| Mohawk Industries (MHK) | 7.6 | $12M | 52k | 232.22 | |
| Avery Dennison Corporation (AVY) | 6.8 | $11M | 103k | 106.25 | |
| Granite Construction (GVA) | 6.8 | $11M | 194k | 55.86 | |
| Knight Swift Transn Hldgs (KNX) | 6.5 | $10M | 227k | 46.01 | |
| Dht Holdings (DHT) | 1.4 | $2.2M | 655k | 3.40 |
