3G Sahana Capital Management as of March 31, 2021
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wabtec Corporation (WAB) | 30.4 | $245M | 3.1M | 79.16 | |
| Comcast Corporation (CMCSA) | 17.6 | $142M | 2.6M | 54.11 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 11.1 | $90M | 145k | 617.02 | |
| Marsh & McLennan Companies (MMC) | 10.8 | $87M | 714k | 121.80 | |
| L Brands | 6.8 | $55M | 892k | 61.86 | |
| McDonald's Corporation (MCD) | 5.7 | $46M | 205k | 224.14 | |
| Microsoft Corporation (MSFT) | 5.5 | $45M | 190k | 235.77 | |
| Liberty Broadband Cl C (LBRDK) | 5.0 | $41M | 270k | 150.15 | |
| Fox Corporation (FOX) | 3.6 | $29M | 832k | 34.93 | |
| Fox Corp (FOXA) | 2.0 | $16M | 443k | 36.11 | |
| Activision Blizzard | 1.5 | $12M | 131k | 93.00 |
