Saya Management as of Sept. 30, 2019
Portfolio Holdings for Saya Management
Saya Management holds 10 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NRG Energy (NRG) | 18.6 | $32M | 806k | 39.60 | |
| L3harris Technologies (LHX) | 17.6 | $30M | 145k | 208.64 | |
| TransDigm Group Incorporated (TDG) | 15.1 | $26M | 50k | 520.68 | |
| Crown Holdings (CCK) | 11.1 | $19M | 289k | 66.06 | |
| Ametek (AME) | 10.7 | $18M | 200k | 91.82 | |
| RPM International (RPM) | 9.3 | $16M | 233k | 68.81 | |
| Waste Connections (WCN) | 7.6 | $13M | 143k | 92.00 | |
| Tyson Foods (TSN) | 4.6 | $8.0M | 93k | 86.14 | |
| Marathon Petroleum Corp (MPC) | 3.0 | $5.2M | 86k | 60.75 | |
| Dht Holdings (DHT) | 2.4 | $4.1M | 660k | 6.15 |
