Saya Management as of June 30, 2020
Portfolio Holdings for Saya Management
Saya Management holds 11 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| L3harris Technologies (LHX) | 15.1 | $30M | 174k | 169.67 | |
| Crown Holdings (CCK) | 14.8 | $29M | 447k | 65.13 | |
| Canadian Pacific Railway | 11.5 | $23M | 88k | 255.34 | |
| Nrg Energy Com New (NRG) | 11.5 | $23M | 691k | 32.56 | |
| Vertiv Holdings Com Cl A (VRT) | 9.9 | $20M | 1.4M | 13.56 | |
| Masco Corporation (MAS) | 8.0 | $16M | 313k | 50.21 | |
| Ball Corporation (BALL) | 7.6 | $15M | 214k | 69.49 | |
| RPM International (RPM) | 7.2 | $14M | 187k | 75.06 | |
| Stanley Black & Decker (SWK) | 6.7 | $13M | 94k | 139.38 | |
| Air Products & Chemicals (APD) | 6.3 | $12M | 51k | 241.46 | |
| Harsco Corporation (NVRI) | 1.5 | $3.0M | 225k | 13.51 |
