Saya Management as of Sept. 30, 2018
Portfolio Holdings for Saya Management
Saya Management holds 10 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NRG Energy (NRG) | 17.6 | $29M | 782k | 37.40 | |
| Ball Corporation (BALL) | 14.2 | $24M | 538k | 43.99 | |
| Avery Dennison Corporation (AVY) | 11.5 | $19M | 177k | 108.35 | |
| Xpo Logistics Inc equity (XPO) | 11.5 | $19M | 167k | 114.17 | |
| Mohawk Industries (MHK) | 11.2 | $19M | 107k | 175.35 | |
| Air Products & Chemicals (APD) | 8.6 | $14M | 86k | 167.05 | |
| Willscot Corp | 8.6 | $14M | 834k | 17.15 | |
| Martin Marietta Materials (MLM) | 8.2 | $14M | 75k | 181.95 | |
| Dht Holdings (DHT) | 4.4 | $7.3M | 1.6M | 4.70 | |
| Maxar Technologies | 4.1 | $6.8M | 204k | 33.07 |
