Saya Management as of Dec. 31, 2021
Portfolio Holdings for Saya Management
Saya Management holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dupont De Nemours (DD) | 16.6 | $19M | 229k | 80.78 | |
| Crown Holdings (CCK) | 11.9 | $13M | 120k | 110.62 | |
| Lithia Motors (LAD) | 10.5 | $12M | 39k | 296.95 | |
| Vertiv Holdings Com Cl A (VRT) | 10.1 | $11M | 451k | 24.97 | |
| Mohawk Industries (MHK) | 8.7 | $9.7M | 53k | 182.17 | |
| Regal-beloit Corporation (RRX) | 8.3 | $9.2M | 54k | 170.18 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 7.6 | $8.5M | 207k | 40.84 | |
| General Motors Company (GM) | 7.5 | $8.4M | 143k | 58.63 | |
| TransDigm Group Incorporated (TDG) | 6.7 | $7.4M | 12k | 636.26 | |
| Xpo Logistics Inc equity (XPO) | 5.1 | $5.7M | 74k | 77.43 | |
| Mirion Technologies Com Cl A (MIR) | 4.7 | $5.2M | 499k | 10.47 | |
| Perimeter Solutions Sa Common Stock | 2.3 | $2.6M | 187k | 13.89 |
