Saya Management as of Dec. 31, 2019
Portfolio Holdings for Saya Management
Saya Management holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| L3harris Technologies (LHX) | 19.9 | $32M | 162k | 197.87 | |
| NRG Energy (NRG) | 19.6 | $32M | 792k | 39.75 | |
| TransDigm Group Incorporated (TDG) | 13.3 | $21M | 38k | 559.99 | |
| Crown Holdings (CCK) | 12.9 | $21M | 287k | 72.54 | |
| Gardner Denver Hldgs | 7.7 | $12M | 338k | 36.68 | |
| Masco Corporation (MAS) | 6.7 | $11M | 225k | 47.99 | |
| Waste Connections (WCN) | 6.6 | $11M | 116k | 90.79 | |
| RPM International (RPM) | 5.9 | $9.5M | 123k | 76.76 | |
| Tyson Foods (TSN) | 5.1 | $8.2M | 90k | 91.04 | |
| Gs Acquisition Hldgs Corp unit 06/12/2023 | 2.3 | $3.8M | 342k | 11.03 |
