Saya Management as of March 31, 2022
Portfolio Holdings for Saya Management
Saya Management holds 12 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dupont De Nemours (DD) | 17.5 | $20M | 266k | 73.58 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 12.2 | $14M | 350k | 39.13 | |
| Crown Holdings (CCK) | 10.9 | $12M | 97k | 125.09 | |
| Vertiv Holdings Com Cl A (VRT) | 9.8 | $11M | 785k | 14.00 | |
| Regal-beloit Corporation (RRX) | 9.4 | $11M | 71k | 148.78 | |
| TransDigm Group Incorporated (TDG) | 8.6 | $9.6M | 15k | 651.54 | |
| General Motors Company (GM) | 7.9 | $8.8M | 201k | 43.74 | |
| Xpo Logistics Inc equity (XPO) | 7.6 | $8.5M | 116k | 72.80 | |
| Avery Dennison Corporation (AVY) | 6.4 | $7.2M | 41k | 173.97 | |
| Lithia Motors (LAD) | 4.4 | $4.9M | 16k | 300.10 | |
| Nutrien (NTR) | 3.3 | $3.7M | 36k | 104.00 | |
| Zurn Water Solutions Corp Zws (ZWS) | 2.0 | $2.3M | 65k | 35.40 |
