3G Sahana Capital Management as of June 30, 2020
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 10 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 31.3 | $220M | 5.6M | 38.98 | |
| Wabtec Corporation (WAB) | 23.4 | $165M | 2.9M | 57.57 | |
| Fox Corp (FOXA) | 11.9 | $84M | 3.1M | 26.82 | |
| Microsoft Corporation (MSFT) | 10.4 | $73M | 360k | 203.51 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.2 | $72M | 141k | 510.04 | |
| Aon Cl A Ord | 3.9 | $27M | 141k | 192.60 | |
| Marsh & McLennan Companies (MMC) | 3.6 | $25M | 234k | 107.29 | |
| Fox Corporation (FOX) | 2.3 | $16M | 607k | 26.84 | |
| Altice Usa Inc cl a (ATUS) | 1.8 | $12M | 549k | 22.54 | |
| Liberty Broadband Corporation (LBRDA) | 1.3 | $8.8M | 71k | 123.96 |
