Saya Management as of June 30, 2022
Portfolio Holdings for Saya Management
Saya Management holds 9 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dupont De Nemours (DD) | 20.1 | $16M | 284k | 55.58 | |
| Crown Holdings (CCK) | 17.2 | $14M | 146k | 92.17 | |
| TransDigm Group Incorporated (TDG) | 15.1 | $12M | 22k | 536.67 | |
| Regal-beloit Corporation (RRX) | 10.9 | $8.6M | 75k | 113.51 | |
| Avery Dennison Corporation (AVY) | 9.5 | $7.5M | 46k | 161.88 | |
| General Motors Company (GM) | 8.2 | $6.4M | 201k | 31.76 | |
| Xpo Logistics Inc equity (XPO) | 7.2 | $5.6M | 116k | 48.16 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 7.2 | $5.6M | 173k | 32.42 | |
| Nutrien (NTR) | 4.6 | $3.6M | 46k | 79.69 |
