Saya Management as of Dec. 31, 2018
Portfolio Holdings for Saya Management
Saya Management holds 10 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 15.0 | $24M | 152k | 160.05 | |
| Ball Corporation (BALL) | 14.8 | $24M | 522k | 45.98 | |
| NRG Energy (NRG) | 14.2 | $23M | 580k | 39.60 | |
| TransDigm Group Incorporated (TDG) | 12.3 | $20M | 59k | 340.07 | |
| Sempra Energy (SRE) | 11.6 | $19M | 174k | 108.19 | |
| Brink's Company (BCO) | 11.1 | $18M | 280k | 64.65 | |
| Avery Dennison Corporation (AVY) | 7.8 | $13M | 141k | 89.83 | |
| Sherwin-Williams Company (SHW) | 5.3 | $8.5M | 22k | 393.46 | |
| Dht Holdings (DHT) | 4.4 | $7.2M | 1.8M | 3.92 | |
| Willscot Corp | 3.5 | $5.7M | 604k | 9.42 |
