Saya Management LP
- SEC CIK
- 0001715528
- Latest filing
- Nov 14, 2022
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 14
- No 13F data for Q4 2020
- Portfolio value
- $141.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CCKCrown Holdings, Inc. | COM | 246,559 | $23.9M | 16.9% | – | – | History |
| VRTVertiv Holdings Co | COM CL A | 1,044,042 | $20.9M | 14.8% | – | – | History |
| HONHoneywell International Inc | COM | 79,100 | $17.2M | 12.2% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 212,100 | $16.4M | 11.6% | – | – | History |
| XPOXPO, Inc. | COM | 94,000 | $11.6M | 8.2% | – | – | History |
| TDGTransDigm Group INC | COM | 18,700 | $11.0M | 7.8% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 38,636 | $7.83M | 5.5% | – | – | History |
| GMGeneral Motors Co | COM | 115,500 | $6.64M | 4.7% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 113,000 | $6.31M | 4.5% | – | – | History |
| MHKMohawk Industries Inc | COM | 27,300 | $5.25M | 3.7% | – | – | History |
| LADLithia Motors Inc | COM | 12,390 | $4.83M | 3.4% | – | – | History |
| MASMasco Corp | COM | 76,469 | $4.58M | 3.2% | – | – | History |
| Gores Hldgs V Inc382864106 | COM CL A | 260,074 | $2.60M | 1.8% | – | – | – |
| DBDDiebold Nixdorf, Inc | COM | 160,800 | $2.27M | 1.6% | – | – | History |