13F HOLDINGS REPORT
Sahana Capital Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001808275-24-000005
Total Value
$644.6M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WABTEC | 929740108 | 1,088,931 | $172.1M | 26.70% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 420,665 | $110.3M | 17.11% |
| 3 | CSX CORP | CSX | 3,148,320 | $105.3M | 16.34% |
| 4 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 2,088,001 | $69.2M | 10.73% |
| 5 | VALVOLINE INC | VVV | 1,159,035 | $50.1M | 7.77% |
| 6 | CHARTER COMMUNICATIONS INC N | 16119P108 | 119,534 | $35.7M | 5.54% |
| 7 | TEMPUR SEALY INTL INC | SGI | 605,807 | $28.7M | 4.45% |
| 8 | BATH & BODY WORKS INC | BBWI | 733,119 | $28.6M | 4.44% |
| 9 | LIBERTY BROADBAND CORP | LBRDP | 520,769 | $28.5M | 4.43% |
| 10 | STARBUCKS CORP | SBUX | 206,285 | $16.1M | 2.49% |