3G Sahana Capital Management as of March 31, 2020
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 7 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 31.4 | $205M | 6.0M | 34.38 | |
| Fox Corp (FOXA) | 19.9 | $130M | 5.5M | 23.63 | |
| Wabtec Corporation (WAB) | 17.5 | $114M | 2.4M | 48.13 | |
| Microsoft Corporation (MSFT) | 14.5 | $95M | 600k | 157.71 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 13.8 | $90M | 207k | 436.31 | |
| Fox Corporation (FOX) | 1.9 | $12M | 539k | 22.88 | |
| Urban Outfitters (URBN) | 1.0 | $6.6M | 466k | 14.24 |
