13F HOLDINGS REPORT
Sahana Capital Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000929638-23-001475
Total Value
$608,281
Positions
7
Other Managers
0
Confidential Omitted
Yes
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS CL A ORD | 16119P108 | 551,157 | $197,099 | 32.40% |
| 2 | WABTEC ORD | 929740108 | 1,663,554 | $168,119 | 27.64% |
| 3 | BOOKING HOLDINGS ORD | BKNG | 31,289 | $82,991 | 13.64% |
| 4 | BATH AND BODY WORKS ORD | BBWI | 2,268,626 | $82,986 | 13.64% |
| 5 | LIBERTY BROADBAND SRS C ORD | LBRDP | 557,404 | $45,540 | 7.49% |
| 6 | COMCAST CL A ORD | CCZ | 495,028 | $18,767 | 3.09% |
| 7 | RENTOKIL INITIAL ADS ECH REP 5 ORD | RKLIF | 350,000 | $12,779 | 2.10% |