13FBOX
SAYA MANAGEMENT LP · 13F Holdings
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SAYA MANAGEMENT LP

No.11317 Data as of 2022Q3
Latest AUM (Q3 2022)
$78.3M
QoQ Change Q2 2022
$0+0.0%
Holdings
9
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
9
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2022 ValueQ3 2022 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DUPONT DE NEMOURS INCDD
20.14%20.14%$15.8M283,666$15.8M283,66600.00%Unchanged
CROWN HLDGS INCCCK
17.22%17.22%$13.5M146,233$13.5M146,23300.00%Unchanged
TRANSDIGM GROUP INCTDG
15.06%15.06%$11.8M21,965$11.8M21,96500.00%Unchanged
RREGAL REXNORD CORPORATION COMRRX
10.94%10.94%$8.6M75,400$8.6M75,40000.00%Unchanged
AVERY DENNISON CORPAVY
9.53%9.53%$7.5M46,091$7.5M46,09100.00%Unchanged
GENERAL MTRS COGM
8.15%8.15%$6.4M200,900$6.4M200,90000.00%Unchanged
XPO INCXPO
7.16%7.16%$5.6M116,350$5.6M116,35000.00%Unchanged
WWILLSCOT HLDGS CORPWSC
7.15%7.15%$5.6M172,731$5.6M172,73100.00%Unchanged
NUTRIEN LTDNTR
4.64%4.64%$3.6M45,600$3.6M45,60000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow