Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SAYA MANAGEMENT LP (CIK 1715528) reported $78.3M across 9 reported positions in its SEC 13F filing for 2022-06-30. Largest positions: DD ($15.8M, 20.14%), CCK ($13.5M, 17.22%), TDG ($11.8M, 15.06%), RRX ($8.6M, 10.94%), AVY ($7.5M, 9.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DD | DUPONT DE NEMOURS INC | $15.8M | 20.14% | 283,666 | Added |
| 2 | CCK | CROWN HLDGS INC | $13.5M | 17.22% | 146,233 | Added |
| 3 | TDG | TRANSDIGM GROUP INC | $11.8M | 15.06% | 21,965 | Added |
| 4 | RRX | REGAL REXNORD CORPORATION | $8.6M | 10.94% | 75,400 | Added |
| 5 | AVY | AVERY DENNISON CORP | $7.5M | 9.53% | 46,091 | Added |
| 6 | GM | GENERAL MTRS CO | $6.4M | 8.15% | 200,900 | Hold |
| 7 | XPO | XPO LOGISTICS INC | $5.6M | 7.16% | 116,350 | Hold |
| 8 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $5.6M | 7.15% | 172,731 | Trimmed |
| 9 | NTR | NUTRIEN LTD | $3.6M | 4.64% | 45,600 | Added |
| 10 | LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | Exited |
| 11 | VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | Exited |
| 12 | ZWS | ZURN WATER SOLUTIONS CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-06-30