3G Sahana Capital Management as of Dec. 31, 2021
Portfolio Holdings for 3G Sahana Capital Management
3G Sahana Capital Management holds 11 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wabtec Corporation (WAB) | 22.0 | $196M | 2.1M | 92.11 | |
| Comcast Corporation (CMCSA) | 20.4 | $182M | 3.6M | 50.33 | |
| Booking Holdings (BKNG) | 16.4 | $146M | 61k | 2399.23 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 8.0 | $71M | 109k | 651.97 | |
| Bath & Body Works In (BBWI) | 7.9 | $70M | 1.0M | 69.79 | |
| Activision Blizzard | 5.6 | $50M | 748k | 66.53 | |
| Marsh & McLennan Companies (MMC) | 5.4 | $48M | 277k | 173.82 | |
| Comcast Corp New option Call Option | 5.3 | $47M | 941k | 50.33 | |
| Liberty Broadband Cl C (LBRDK) | 5.0 | $45M | 277k | 161.10 | |
| Six Flags Entertainment (SIX) | 2.5 | $22M | 516k | 42.58 | |
| Wabtec Corp option Call Option | 1.6 | $14M | 150k | 92.11 |
