Saya Management as of Dec. 31, 2020
Portfolio Holdings for Saya Management
Saya Management holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crown Holdings (CCK) | 17.4 | $30M | 297k | 100.20 | |
| Vertiv Holdings Com Cl A (VRT) | 13.9 | $24M | 1.3M | 18.67 | |
| Johnson Ctls Intl SHS (JCI) | 9.4 | $16M | 345k | 46.59 | |
| Masco Corporation (MAS) | 9.2 | $16M | 288k | 54.93 | |
| L3harris Technologies (LHX) | 9.1 | $16M | 83k | 189.02 | |
| Nrg Energy Com New (NRG) | 8.5 | $15M | 388k | 37.55 | |
| Honeywell International (HON) | 7.9 | $14M | 63k | 212.70 | |
| Lithia Mtrs Cl A (LAD) | 6.7 | $11M | 39k | 292.66 | |
| TransDigm Group Incorporated (TDG) | 6.5 | $11M | 18k | 618.83 | |
| Xpo Logistics Inc equity (XPO) | 6.2 | $11M | 90k | 119.20 | |
| Marathon Petroleum Corp (MPC) | 3.0 | $5.1M | 123k | 41.36 | |
| NVR (NVR) | 2.3 | $4.0M | 970.00 | 4079.38 |
