StockDriftsStockDriftsTop 10 Sahana Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC | 26.7% | 1.09M | $172.1M | -11.14%(-136.53K) | — | 2024-06-30 | |
| WTW | WILLIS TOWERS WATSON PLC LTD | 17.11% | 420.7K | $110.3M | -21.98%(-118.49K) | — | 2024-06-30 | |
| CSX | CSX CORP | 16.34% | 3.15M | $105.3M | +45.64%(+986.54K) | — | 2024-06-30 | |
| SIX | SIX FLAGS ENTMT CORP NEW | 10.73% | 2.09M | $69.2M | +13.30%(+245.17K) | — | 2024-06-30 | |
| VVV | VALVOLINE INC | 7.77% | 1.16M | $50.1M | +45.57%(+362.84K) | — | 2024-06-30 | |
| CHTR | CHARTER COMMUNICATIONS INC N | 5.54% | 119.5K | $35.7M | -48.08%(-110.67K) | — | 2024-06-30 | |
| SGI | TEMPUR SEALY INTL INC | 4.45% | 605.8K | $28.7M | +26.99%(+128.75K) | — | 2024-06-30 | |
| BBWI | BATH & BODY WORKS INC | 4.44% | 733.1K | $28.6M | -27.65%(-280.12K) | — | 2024-06-30 | |
| LBRDK | LIBERTY BROADBAND CORP | 4.43% | 520.8K | $28.5M | -20.77%(-136.49K) | — | 2024-06-30 | |
| SBUX | STARBUCKS CORP | 2.49% | 206.3K | $16.1M | new | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sahana Capital Management Lp reports $644.61M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are WAB (26.7%), WTW (17.1%) and CSX (16.3%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Sahana Capital Management Lp, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Sahana Capital Management Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808275). View Sahana Capital Management Lp’s 13F filings on SEC