3G Sahana Capital Management as of Sept. 30, 2020
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 8 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 30.3 | $234M | 5.1M | 46.26 | |
| Wabtec Corporation (WAB) | 25.4 | $196M | 3.2M | 61.88 | |
| Fox Corp (FOXA) | 13.0 | $100M | 3.6M | 27.83 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.2 | $79M | 126k | 624.34 | |
| Microsoft Corporation (MSFT) | 9.4 | $72M | 343k | 210.33 | |
| Aon Cl A Ord | 5.2 | $40M | 196k | 206.30 | |
| Marsh & McLennan Companies (MMC) | 5.0 | $38M | 333k | 114.70 | |
| Liberty Broadband Corporation (LBRDA) | 1.5 | $11M | 79k | 142.87 |
