3G Sahana Capital Management

Sahana Capital Management as of June 30, 2024

Portfolio Holdings for Sahana Capital Management

Sahana Capital Management holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wabtec Corporation (WAB) 26.7 $172M 1.1M 158.05
Willis Towers Watson SHS (WTW) 17.1 $110M 421k 262.14
CSX Corporation (CSX) 16.3 $105M 3.1M 33.45
Six Flags Entertainment (SIX) 10.7 $69M 2.1M 33.14
Valvoline Inc Common (VVV) 7.8 $50M 1.2M 43.20
Charter Communications Inc N Cl A (CHTR) 5.5 $36M 120k 298.96
Tempur-Pedic International (TPX) 4.4 $29M 606k 47.34
Bath &#38 Body Works In (BBWI) 4.4 $29M 733k 39.05
Liberty Broadband Corp Com Ser C (LBRDK) 4.4 $29M 521k 54.82
Starbucks Corporation (SBUX) 2.5 $16M 206k 77.85