Saya Management

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