Saya Management as of March 31, 2021
Portfolio Holdings for Saya Management
Saya Management holds 14 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crown Holdings (CCK) | 16.9 | $24M | 247k | 97.04 | |
| Vertiv Holdings Com Cl A (VRT) | 14.8 | $21M | 1.0M | 20.00 | |
| Honeywell International (HON) | 12.2 | $17M | 79k | 217.07 | |
| Dupont De Nemours (DD) | 11.6 | $16M | 212k | 77.28 | |
| Xpo Logistics Inc equity (XPO) | 8.2 | $12M | 94k | 123.30 | |
| TransDigm Group Incorporated (TDG) | 7.8 | $11M | 19k | 587.91 | |
| L3harris Technologies (LHX) | 5.5 | $7.8M | 39k | 202.69 | |
| General Motors Company (GM) | 4.7 | $6.6M | 116k | 57.46 | |
| Exxon Mobil Corporation (XOM) | 4.5 | $6.3M | 113k | 55.83 | |
| Mohawk Industries (MHK) | 3.7 | $5.3M | 27k | 192.31 | |
| Lithia Mtrs Cl A (LAD) | 3.4 | $4.8M | 12k | 390.07 | |
| Masco Corporation (MAS) | 3.2 | $4.6M | 77k | 59.89 | |
| Gores Hldgs V Com Cl A | 1.8 | $2.6M | 260k | 9.98 | |
| Diebold Incorporated | 1.6 | $2.3M | 161k | 14.13 |
