Saya Management Lp Buys Johnson Controls International PLC, Honeywell International Inc, TransDigm Group Inc, Sells Canadian Pacific Railway, Stanley Black & Decker Inc, NRG Energy Inc

• New Purchases: JCI, HON, TDG, XPO, MPC,
• Added Positions: NVR, MAS,
• Reduced Positions: NRG, LHX, CCK, LAD, VRT,
• Sold Out: CP, SWK, APD, DHI,

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

1. Crown Holdings Inc (CCK) - 297,139 shares, 17.37% of the total portfolio. Shares reduced by 28.37%
2. Vertiv Holdings Co (VRT) - 1,273,041 shares, 13.87% of the total portfolio. Shares reduced by 3.57%
3. Johnson Controls International PLC (JCI) - 345,000 shares, 9.38% of the total portfolio. New Position
4. Masco Corp (MAS) - 288,149 shares, 9.23% of the total portfolio. Shares added by 2.75%
5. L3Harris Technologies Inc (LHX) - 82,536 shares, 9.10% of the total portfolio. Shares reduced by 40.99%

Saya Management Lp initiated holding in Johnson Controls International PLC. The purchase prices were between $41.14 and $46.66, with an estimated average price of $44.48. The stock is now traded at around $53.000000. The impact to a portfolio due to this purchase was 9.38%. The holding were 345,000 shares as of 2020-12-31.

Saya Management Lp initiated holding in Honeywell International Inc. The purchase prices were between $161.16 and $214.63, with an estimated average price of $193.21. The stock is now traded at around $203.440000. The impact to a portfolio due to this purchase was 7.86%. The holding were 63,300 shares as of 2020-12-31.

Saya Management Lp initiated holding in TransDigm Group Inc. The purchase prices were between $458.14 and $618.85, with an estimated average price of $550.99. The stock is now traded at around $572.550000. The impact to a portfolio due to this purchase was 6.5%. The holding were 18,000 shares as of 2020-12-31.

Saya Management Lp initiated holding in XPO Logistics Inc. The purchase prices were between $86.26 and $120.87, with an estimated average price of $105.08. The stock is now traded at around $122.700000. The impact to a portfolio due to this purchase was 6.25%. The holding were 89,800 shares as of 2020-12-31.

Saya Management Lp initiated holding in Marathon Petroleum Corp. The purchase prices were between $27.5 and $43.83, with an estimated average price of $36.02. The stock is now traded at around $51.460000. The impact to a portfolio due to this purchase was 2.97%. The holding were 123,100 shares as of 2020-12-31.

Saya Management Lp added to a holding in NVR Inc by 49.23%. The purchase prices were between $3899.1 and $4446.88, with an estimated average price of $4156.05. The stock is now traded at around $4650.000000. The impact to a portfolio due to this purchase was 0.76%. The holding were 970 shares as of 2020-12-31.

Saya Management Lp sold out a holding in Canadian Pacific Railway Ltd. The sale prices were between $297.97 and $348.99, with an estimated average price of $325.86.

Saya Management Lp sold out a holding in Stanley Black & Decker Inc. The sale prices were between $162.55 and $190.94, with an estimated average price of $177.56.

Saya Management Lp sold out a holding in Air Products & Chemicals Inc. The sale prices were between $263.87 and $312.67, with an estimated average price of $281.41.

Saya Management Lp sold out a holding in D.R. Horton Inc. The sale prices were between $64.95 and $78.82, with an estimated average price of $72.85.