Saya Management

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