Saya Management as of March 31, 2019
Portfolio Holdings for Saya Management
Saya Management holds 10 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Harris Corporation | 15.3 | $24M | 150k | 159.71 | |
| Ametek (AME) | 14.3 | $22M | 270k | 82.97 | |
| TransDigm Group Incorporated (TDG) | 14.1 | $22M | 49k | 453.99 | |
| NRG Energy (NRG) | 14.0 | $22M | 517k | 42.48 | |
| Waste Connections (WCN) | 10.8 | $17M | 191k | 88.59 | |
| RPM International (RPM) | 9.3 | $15M | 250k | 58.04 | |
| Sempra Energy (SRE) | 9.3 | $15M | 116k | 125.86 | |
| Crown Holdings (CCK) | 5.3 | $8.3M | 153k | 54.57 | |
| Dht Holdings (DHT) | 4.6 | $7.2M | 1.6M | 4.46 | |
| Ball Corporation (BALL) | 3.1 | $4.8M | 83k | 57.86 |
