Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SAYA MANAGEMENT LP 08-16-2021 06-30-2021 14 129,860,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CROWN HLDGS INC COM 1 $21,197,000 207,384 16.32 16.94 -39,175 -15.89 06-30-2021
DUPONT DE NEMOURS INC COM 2 $13,784,000 178,066 10.61 11.60 -34,034 -16.05 06-30-2021
LITHIA MTRS INC COM 3 $11,130,000 32,390 8.57 32,390 +Inf 06-30-2021
XPO LOGISTICS INC COM 4 $10,625,000 75,950 8.18 8.20 -18,050 -19.20 06-30-2021
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