3G Sahana Capital Management as of Dec. 31, 2020
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 8 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 27.4 | $230M | 4.4M | 52.40 | |
| Wabtec Corporation (WAB) | 26.6 | $223M | 3.0M | 73.20 | |
| Marsh & McLennan Companies (MMC) | 11.4 | $95M | 814k | 117.00 | |
| Microsoft Corporation (MSFT) | 11.0 | $92M | 412k | 222.42 | |
| Fox Corp (FOXA) | 10.9 | $91M | 3.1M | 29.12 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.0 | $84M | 126k | 661.55 | |
| Liberty Broadband Corporation (LBRDA) | 2.4 | $20M | 125k | 158.37 | |
| Fubotv Put Option | 0.4 | $3.4M | 120k | 28.00 |
