Saya Management as of Sept. 30, 2021
Portfolio Holdings for Saya Management
Saya Management holds 14 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dupont De Nemours (DD) | 14.2 | $17M | 249k | 67.99 | |
| Crown Holdings (CCK) | 13.1 | $16M | 154k | 100.78 | |
| Vertiv Holdings Com Cl A (VRT) | 10.6 | $13M | 523k | 24.09 | |
| General Motors Company (GM) | 8.8 | $10M | 198k | 52.71 | |
| TransDigm Group Incorporated (TDG) | 8.5 | $10M | 16k | 624.56 | |
| Lithia Motors (LAD) | 7.2 | $8.6M | 27k | 317.04 | |
| General Electric Com New (GE) | 7.1 | $8.5M | 82k | 103.03 | |
| Rexnord | 6.0 | $7.1M | 110k | 64.29 | |
| Xpo Logistics Inc equity (XPO) | 5.9 | $7.0M | 88k | 79.58 | |
| Mohawk Industries (MHK) | 5.8 | $6.9M | 39k | 177.39 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 4.5 | $5.4M | 169k | 31.72 | |
| Denbury | 3.3 | $3.9M | 55k | 70.25 | |
| Ii-vi | 2.8 | $3.4M | 57k | 59.36 | |
| Diebold Nixdorf Com Stk | 2.3 | $2.7M | 269k | 10.11 |
