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 |