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 |