Saya Management LP 13F Holdings · last filed Q2 2022
Saya Management LP reported 9 securities worth $78.27M in its SEC 13F filing for Q2 2022 (period ended 2022-06-30). Top holdings: DD (20.14%), CCK (17.22%), TDG (15.06%). Among its top 25 positions this quarter: 6 added, 1 trimmed, 3 exited.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR