13F HOLDINGS REPORT
Sahana Capital Management LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001578621-24-000005
Total Value
$646,121
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WABTEC | 929740108 | 1,225,465 | $178,526 | 27.63% |
| 2 | WILLIS TOWERS WATSON | WTW | 539,153 | $148,267 | 22.95% |
| 3 | CSX CORP | CSX | 2,161,777 | $80,137 | 12.40% |
| 4 | CHARTER COMMUNICATIONS INC N | 16119P108 | 230,207 | $66,905 | 10.35% |
| 5 | BATH & BODY WORKS INC | BBWI | 1,013,236 | $50,682 | 7.84% |
| 6 | SIX FLAGS ENTERTAINMENT CORP | 83001A102 | 1,842,828 | $48,503 | 7.51% |
| 7 | LIBERTY BROADBAND CORP | LBRDP | 657,262 | $37,615 | 5.82% |
| 8 | VALVOLINE INC | VVV | 796,194 | $35,486 | 5.49% |