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Sahana Capital Management Lp

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$644.61M
# of Holdings
10
Performance Rank
N/A
Allocation (Top 20)
N/A

Sahana Capital Management Lp Holdings Map

Top 10 Sahana Capital Management Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WAB
WABTEC
26.7%1.09M$172.1M
-11.14%(-136.53K)
2023-Q2: 1.58M shares2023-Q3: 1.63M shares2023-Q4: 1.35M shares2024-Q1: 1.23M shares2024-Q2: 1.09M shares2024-06-30
WTW
WILLIS TOWERS WATSON PLC LTD
17.11%420.7K$110.3M
-21.98%(-118.49K)
2023-Q4: 299.1K shares2024-Q1: 539.2K shares2024-Q2: 420.7K shares2024-06-30
CSX
CSX CORP
16.34%3.15M$105.3M
+45.64%(+986.54K)
2023-Q3: 2.14M shares2023-Q4: 2.47M shares2024-Q1: 2.16M shares2024-Q2: 3.15M shares2024-06-30
SIX
SIX FLAGS ENTMT CORP NEW
10.73%2.09M$69.2M
+13.30%(+245.17K)
2023-Q4: 353.6K shares2024-Q1: 1.84M shares2024-Q2: 2.09M shares2024-06-30
VVV
VALVOLINE INC
7.77%1.16M$50.1M
+45.57%(+362.84K)
2024-Q1: 796.2K shares2024-Q2: 1.16M shares2024-06-30
CHTR
CHARTER COMMUNICATIONS INC N
5.54%119.5K$35.7M
-48.08%(-110.67K)
2023-Q2: 414.5K shares2023-Q3: 350.9K shares2023-Q4: 246.6K shares2024-Q1: 230.2K shares2024-Q2: 119.5K shares2024-06-30
SGI
TEMPUR SEALY INTL INC
4.45%605.8K$28.7M
+26.99%(+128.75K)
2023-Q3: 249.4K shares2023-Q4: 477.1K shares2024-Q2: 605.8K shares2024-06-30
BBWI
BATH & BODY WORKS INC
4.44%733.1K$28.6M
-27.65%(-280.12K)
2023-Q2: 1.73M shares2023-Q3: 1.98M shares2023-Q4: 1.26M shares2024-Q1: 1.01M shares2024-Q2: 733.1K shares2024-06-30
LBRDK
LIBERTY BROADBAND CORP
4.43%520.8K$28.5M
-20.77%(-136.49K)
2023-Q2: 777.9K shares2023-Q3: 838.8K shares2023-Q4: 894.1K shares2024-Q1: 657.3K shares2024-Q2: 520.8K shares2024-06-30
SBUX
STARBUCKS CORP
2.49%206.3K$16.1Mnew2024-Q2: 206.3K shares2024-06-30

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