13F HOLDINGS REPORT
Sahana Capital Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001808275-23-000013
Total Value
$597,839
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WABTEC | 929740108 | 1,630,240 | $173,246 | 28.98% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 350,917 | $154,340 | 25.82% |
| 3 | LIBERTY BROADBAND CORP | LBRDP | 838,807 | $76,600 | 12.81% |
| 4 | BATH & BODY WORKS INC | BBWI | 1,980,112 | $66,928 | 11.19% |
| 5 | CSX CORP | CSX | 2,143,732 | $65,920 | 11.03% |
| 6 | BOOKING HOLDINGS INC | BKNG | 16,211 | $49,994 | 8.36% |
| 7 | TEMPUR SEALY INTL INC | SGI | 249,441 | $10,811 | 1.81% |