Saya Management Lp Buys Ball Corp, Air Products & Chemicals Inc, Canadian Pacific Railway, Sells TransDigm Group Inc, Waste Connections Inc, Vertiv Holdings Co

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May 16, 2020
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Investment company Saya Management Lp (Current Portfolio) buys Ball Corp, Air Products & Chemicals Inc, Canadian Pacific Railway, Vertiv Holdings Co, Tyson Foods Inc, sells TransDigm Group Inc, Waste Connections Inc, Vertiv Holdings Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Saya Management Lp. As of 2020Q1, Saya Management Lp owns 13 stocks with a total value of $176 million. These are the details of the buys and sells.

For the details of SAYA MANAGEMENT LP's stock buys and sells, go to https://www.gurufocus.com/guru/saya+management+lp/current-portfolio/portfolio

These are the top 5 holdings of SAYA MANAGEMENT LP
  1. L3Harris Technologies Inc (LHX) - 158,149 shares, 16.20% of the total portfolio. Shares reduced by 2.44%
  2. NRG Energy Inc (NRG) - 909,701 shares, 14.10% of the total portfolio. Shares added by 14.87%
  3. Ball Corp (BLL) - 306,774 shares, 11.28% of the total portfolio. New Position
  4. Crown Holdings Inc (CCK) - 304,261 shares, 10.04% of the total portfolio. Shares added by 6.16%
  5. Tyson Foods Inc (TSN) - 253,070 shares, 8.33% of the total portfolio. Shares added by 181.60%
New Purchase: Ball Corp (BLL)

Saya Management Lp initiated holding in Ball Corp. The purchase prices were between $51.94 and $78.56, with an estimated average price of $70.01. The stock is now traded at around $62.23. The impact to a portfolio due to this purchase was 11.28%. The holding were 306,774 shares as of .

New Purchase: Air Products & Chemicals Inc (APD)

Saya Management Lp initiated holding in Air Products & Chemicals Inc. The purchase prices were between $176.73 and $256.01, with an estimated average price of $228.59. The stock is now traded at around $228.04. The impact to a portfolio due to this purchase was 8.27%. The holding were 72,890 shares as of .

New Purchase: Canadian Pacific Railway Ltd (CP)

Saya Management Lp initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $181.36 and $273.53, with an estimated average price of $246.86. The stock is now traded at around $220.23. The impact to a portfolio due to this purchase was 8.24%. The holding were 66,002 shares as of .

New Purchase: Vertiv Holdings Co (VRT)

Saya Management Lp initiated holding in Vertiv Holdings Co. The purchase prices were between $5.57 and $13.46, with an estimated average price of $11.07. The stock is now traded at around $11.45. The impact to a portfolio due to this purchase was 7.12%. The holding were 1,447,887 shares as of .

New Purchase: DuPont de Nemours Inc (DD)

Saya Management Lp initiated holding in DuPont de Nemours Inc. The purchase prices were between $28.46 and $64.2, with an estimated average price of $49.25. The stock is now traded at around $45.45. The impact to a portfolio due to this purchase was 4.02%. The holding were 207,185 shares as of .

New Purchase: DHT Holdings Inc (DHT)

Saya Management Lp initiated holding in DHT Holdings Inc. The purchase prices were between $4.91 and $8.59, with an estimated average price of $6.37. The stock is now traded at around $6.32. The impact to a portfolio due to this purchase was 0.67%. The holding were 154,770 shares as of .

Added: Tyson Foods Inc (TSN)

Saya Management Lp added to a holding in Tyson Foods Inc by 181.60%. The purchase prices were between $44.18 and $93.46, with an estimated average price of $75.28. The stock is now traded at around $58.21. The impact to a portfolio due to this purchase was 5.37%. The holding were 253,070 shares as of .

Added: RPM International Inc (RPM)

Saya Management Lp added to a holding in RPM International Inc by 33.04%. The purchase prices were between $46.81 and $76.76, with an estimated average price of $69.18. The stock is now traded at around $66.71. The impact to a portfolio due to this purchase was 1.38%. The holding were 164,146 shares as of .

Added: Masco Corp (MAS)

Saya Management Lp added to a holding in Masco Corp by 24.97%. The purchase prices were between $27.53 and $49.9, with an estimated average price of $43.85. The stock is now traded at around $42.72. The impact to a portfolio due to this purchase was 1.1%. The holding were 281,433 shares as of .

Sold Out: TransDigm Group Inc (TDG)

Saya Management Lp sold out a holding in TransDigm Group Inc. The sale prices were between $245.79 and $657.93, with an estimated average price of $547.94.

Sold Out: Waste Connections Inc (WCN)

Saya Management Lp sold out a holding in Waste Connections Inc. The sale prices were between $71.47 and $104.67, with an estimated average price of $94.16.

Sold Out: Vertiv Holdings Co (VERT.U)

Saya Management Lp sold out a holding in Vertiv Holdings Co. The sale prices were between $7.09 and $14.6, with an estimated average price of $11.99.



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