Saya Management as of Sept. 30, 2020
Portfolio Holdings for Saya Management
Saya Management holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crown Holdings (CCK) | 16.0 | $32M | 415k | 76.86 | |
| Nrg Energy Com New (NRG) | 14.6 | $29M | 944k | 30.74 | |
| Canadian Pacific Railway | 13.0 | $26M | 85k | 304.43 | |
| L3harris Technologies (LHX) | 11.9 | $24M | 140k | 169.84 | |
| Vertiv Holdings Com Cl A (VRT) | 11.5 | $23M | 1.3M | 17.32 | |
| Stanley Black & Decker (SWK) | 9.2 | $18M | 113k | 162.20 | |
| Lithia Mtrs Cl A (LAD) | 8.1 | $16M | 71k | 227.94 | |
| Masco Corporation (MAS) | 7.8 | $16M | 280k | 55.13 | |
| Air Products & Chemicals (APD) | 5.3 | $11M | 36k | 297.86 | |
| D.R. Horton (DHI) | 1.4 | $2.8M | 36k | 75.63 | |
| NVR (NVR) | 1.3 | $2.7M | 650.00 | 4083.08 |
